Choose Create Report from the People tab of the Start Organizing menu to start creating and targeting your report.
The reports targeting create page uses almost the exact same format as the email targeting create page.
First, choose the email list you'd like to pull a report on from the drop down menu at the top. Your choices will be your personal email list (which includes all of the activists you collected through forms you created and/or your referral codes) and any group email lists that you are an administrator of. (Groups are explained more here.)
Choosing a list targets your email to that entire list. You then have the option of cutting down your targeted universe further by including or excluding different sets of activists on your list below.
Next, give your report a name so you'll know what it is when looking for it later in a list.
Standard Mode and Query Mode
In standard mode you have many options for targeting your list further and each appears as either an include or an exclude, which will include or exclude that set of activists from this email respectively.
You can also target with query mode, activated with the query mode toggle on top of the page. When in query mode you can target using the same filters as standard mode, but you get to choose the logical ANDs and ORs that go between each filter, allowing you to do more complex targeting. This mode uses the same options as our query feature. You can read more about how that works here.
In query mode, you have the option to import existing saved queries to your current targeting. Select a query from the import query section and click "Import" to add that saved query's parameters at the end of your current query.
You can switch between query mode and standard mode at any time, though switching between them will clear any targeting currently on your report. Once the report is saved, it will always load its targeting in that mode unless switched. You can choose which mode is the default for you when making new emails or reports by editing your profile, as explained here.
You have many options for targeting your list further and each appears as either an include or an exclude, which will include or exclude that set of activists from this report respectively.
You can target your email by unique ID by uploading a CSV of the unique IDs for the activists you want to target.
You can target activists based on geography -- whether they live in one or many US states or Canadian provinces, one or many US counties, one or many legislative districts (congress or state level), one or many countries, whether they live in a city or within a certain number of miles of a city, within a certain number of miles or ZIP/postal code (or ZIP/postal codes, enter multiple separated by commas), or if you're sending to a group's list, whether they live within a certain number of miles of events that are part of a specific event campaign. (Event campaigns are explained more here.)
You can target activists based on their preferred language.
You can target activists based on the email list of child groups they are on if the group is part of a network. For example, you can email activists on your group's list who are not on a child group's list. (Networks are explained more here.)
You can target activists who live in places with targets on a certain letter campaign. For example, if you've set up a letter campaign targeting Representatives John and Jane Doe, you can choose that letter campaign as a target and only pull a report on activists on your list who live in those Representatives' districts. (Note: This only works for built in targets. Selecting a letter campaign using custom targets will target your entire list.)
You can target activists based on action history. Choosing each action will target activists who've taken that action (including actions made by child groups if this group is part of a network, explained more here). Note that uploads, ladder subscribe steps, and other similar things show up as actions here. If you choose the action that's labeled [new to email] you will target only activists who subscribed to your email list because of taking that action. Same with the [new to mobile] option, which will target only activists who subscribed to your mobile list because of taking that action.
You can target activists by email history -- if they have received one or multiple emails you've made in the past, or if they've opened or clicked emails you've sent in the past, including emails made by child groups if this group is part of a network, explained more here.
You can target activists based on whether they have ever been in one or more than one specific ladder, or are currently waiting in one or more than one specific ladder.
You can target activists based on donation history -- all donors, active recurring donors, donors with failing recurring donations, donors with cancelled recurring donations, donors eligible for one-click donations (have saved their card information with us), and donors who have donated more than a certain amount or more than a specific number of times in the last certain amount of days, after a certain date, or in a specific date range.
You can target activists based on source codes they've used to take action by choosing one or more from the list of previously used source codes. You can target activists who were added to the list because of taking action with that source code as well, with the checkbox provided.
And you can target activists based on whether they've filled out a custom field with a certain name using a certain value. (ex: All activists who have the value of "yes" under the "unemployed" custom field.) You can also target based on core fields like email address or name, allowing you to target activists who have .edu in their email addresses for example.
% is the wildcard character for field targeting, so %.edu on the email field matches everyone who's email address ends in .edu. You can use multiple % characters, so %1% matches anyone who has a 1 in any part of the form field you're targeting.
You can also interpret custom fields as numbers or dates and target with greater than or less than operations using << or >>. For example, <<1 will target every activist with a custom field value number less than 1. >>2017/12/01 14:00:15 will target everyone with a custom field value date after December 1st, 2017, 2:00pm and 15 seconds. The format for dates is yyyy/mm/dd hh:mm:ss. Time is optional.
You can also use regular expressions, so [0-9] will target any activist with any of the characters 0-9 in that form field. The wildcard character can be combined with regular expressions. (For more detail on our regular expression parser and syntax, see here.)
You can target activists based on tags they have on their record.
And you can target activists based on queries you've previously set up.
You can target activists based on whether they are targeted with a report you've previously made.
You can target activists based on their action activity level -- for example whether they've taken at least 3 actions in the last 90 days on your email list. This does not include uploads.
You can also target based on their email open or click activity level -- for example whether they've clicked at least 2 emails in the last 7 days. (If you're in a network, you can optionally include opens or clicks from child groups in this calculation as well, just select them from the dropdown menu.)
And you can target activists based on the date they subscribed or resubscribed to your list -- for example subscribed 3 days ago or less.
Includes and Excludes and Subscription Status
In standard mode, on the left side is your options for includes. Between each section is a logical AND operation and inside each section is a logical OR. (ex: If you select New York and Vermont from the State section and an action titled "Petition to Walmart" from the Action list, this report would target users who live in New York OR Vermont, AND have taken action on "Petition to Walmart.")
On the right side is your options for excludes. Between and inside each section is a logical OR operation. (ex: If you select New York and Vermont from the State section and an action titled "Petition to Walmart" from the Action list, this report would target all users on your list except those living in New York OR Vermont OR have taken action on "Petition to Walmart.")
You can use both includes and excludes at the same time. To do ANDs between a section, for example, you would target two reports by duplicating the first -- one targeted to the first set and one to the second. The lists of states, actions, emails, and reports are scrollable, and you can select more than one option by command-clicking each item on Mac or control-clicking on Windows.
In query mode, you get to choose the ANDs and ORs you want to use.
Note that reports don't have a random limit feature.
Finally, choose must whether you want to pull data from only activists subscribed to the email list you've targeted, activists who are not subscribed, activists who have bouncing emails, and/or activists who have complained about spam. If none are checked, subscribed activists will be targeted.
You can also choose to target based on mobile messaging subscription status. You can target activists based on their mobile messaging subscription status (subscribed, unsubscribed, or bouncing) in addition to their email subscription status. These mobile messaging targeting filters will only capture people who have mobile number on their activist record. You can also target activists who have a mobile number on record in our core field, regardless of their subscription status.
You can also target people by whether they have an email address or a mobile number on their activist record.
Saving and Re-Targeting
When you're ready, click "Save & Select Data" to trigger the targeting process to calculate the number of people the report targets, and to move on to the next step.
Your targeting will be calculated and saved. It will not update when the underlying data updates.
To do that, after you've saved your targeting once, if you come back to the targeting page you can update your targeting. Click the save and re-calculate button to re-run targeting and update it (including saving any changes in filter options you make). Otherwise, you can choose not to re-calculate, which can often save you time if your targeting or the underlying data has not really changed since the last time you saved. Or alternatively, can refresh targeting by clicking the "Refresh Targeting" button on the report's manage page.
You can choose who has access to this report on the ‘Report Access’ tab. Any administrator with the ‘reports’ permission will have access to the report. But you can give additional people access to this specific report by typing in their email address and sending them an invitation. They will not be able to modify the report or perform mass operations, only access the preview tab, generate, and download reports. This can be useful if you’re working with another organization on a co-sponsored petition or you want to give someone like your executive director a list of all your subscribers.
When you send the invitation for someone to access the report, they will receive an email with a link to create an account (if they don’t have one already), to view the report, and instructions not to delete that email. As the administrator, your email address will be in the reply-to, so they can contact you with any questions. You’ll receive an email when they’ve accepted the invitation.They will have limited view of the reports manage page, and only be able to view the results preview, the ‘targets’ tab, generate a new report, or download the last generated report.
Note: People with report access will not be able to find the report anywhere else on the interface. The only way to view the report is from the link in the email they are sent.
As the administrator, you can scroll down on the ‘Report Access’ tab to see the ‘People with Access’ section. Here, you can see who still has not accepted access and created an account — they will have two buttons next to their email address that allow you to ‘resend invite’ or ‘cancel invite’.
You can also see who currently has access to the report. You’ll see a red ‘remove’ button next to their name, which will remove access from the report. If you remove them from report access, if they try to access the report again they will be redirected to their dashboard.