Reporting

in this workshop, we will: outline the categories of reporting available and provide a general

overview of the reporting tools review the reports currently available in the dashboard review the filters available to segment reports discuss ‘use cases’ for reporting and how to implement them discuss the reports being added and ask for your contribution

four levels of data reporting individual constituent record

manage supporter page lists transactions email transactions to be added other aggregate data to be added

single page donation page advocacy email page data capture (all sub-types)

groups of pages (campaigns) ‘attributes’ can be assigned to a page that ties it to other pages ‘attributes’ being added to report filtering in 3 weeks

account level overall account, account level by functional area (e.g. fundraising)

reporting options the focus today is on ‘dashboard reporting’ – as opposed to exporting

reports as transactional or constituent data (often used for custom reports)

we recently released a new ‘finance’ tab that allows for quick reports to be generated for download (the same data can also be viewed as a dashboard report)

what’s available now? account level reports not specific to a functional area account level and page level data for fundraising account level and page level data for advocacy custom filters for: profiles, tracking, and referrer the attributes filter is being added in the current development cycle email reporting is being moved over in the next development cycle

‘profiles’ filter the ‘profiles’ feature in your dashboard is used to build segments of

supporters based on behavioral and / or constituent data for example, you may build a ‘profile’ in your account to identify high level

donors based on your own criteria data in the dashboard reports can be filtered to display only data for

constituent records that match a specific ‘profile’ you have setup the ‘profiles’ feature therefore becomes one of the places where you go

to build segments for custom reports

‘tracking’ filter tracking values are identical to ‘source codes’ – they are used to help you

measure ROI for marketing channels and generally track transactions by source

tracking values have also been used by clients to associate supporters with specific types of campaigns (e.g. someone interested in health issues in Asia)

a single, or multiple, tracking values, an be added to a page URL each transaction processed from a tracked URL will store the tracking

values in the log data for each supporter

‘attributes’ filter an ‘attribute’ is something that you assign to a page in order to associate

it to other similar pages for example, you may want to create 6 different fundraising appeals

(pages) at year-end and assign them the same ‘attribute’ of 2014_YEAR_END because you want to see report on your ‘year-end’ campaign performance

so assigning ‘attributes’ allows you to roll-up reporting data for a pages that share the same ‘attribute’

the ‘attribute’ function is live in your accounts, even if the reporting filter is not yet available

‘attributes’ are also being introduced for email campaigns in the re-design of the email service starting November 1st

‘referrer’ filter we are able to track the results of the social sharing done by your

supporters through our social sharing icons for example, if Bob shares your page on Facebook, and his friend Sally

clicks through the link shared by Bob; Bob’s Oracle ID is stored along with Sally’s transactional data when Sally converts the page that was shared

this allows you to see the results of social sharing as a percentage of all transactions, and to identify your most influential sharers

let’s dive in!

#ENCC15