On the data create page, you choose what data you want to pull on the activists targeted by your universe in the first step. Each data field you select will become a column in your spreadsheet.
You can choose to copy over the fields layout and order from a previous report. This will copy the fields and the order from the previous report to the current one. You can even drag and drop the columns into a different order. You can also add more fields or clear the selected fields by clicking the buttons at the bottom left of the page.
Choose from the drop down menus any of the fields available -- you can choose the built in fields (first name, last name, email, mobile number, ZIP/postal code, address [if you are an Action Network partner], city, full state name, state abbreviation, country, legislative district, OCDID [our internal identifier for legislative districts], unique ID [the same as what's on the API] and county) or choose from any custom fields you've created on your pages. If you need more columns, click the "Add More Fields" button to add another drop down menu.
You can also choose to include a column for "Email Subscription Status," which will be either subscribed, unsubscribed, bouncing, spam complaint, previous bouncing, or previous complaint. You can read more about what these statuses mean here. "Email Subscription Update Time" will give you a timestamp of when the subscription status was last updated. "Email Subscription Detail" will give you the bounce message, if any. You can also download "Email Unsubscription Reason" to view the reason someone unsubscribed, whether it was on their activist record, via upload, or through an email.
If you need to find data on your mobile list, choose to include a column for "Mobile Subscription Status", which will be either subscribed, unsubscribed, or bouncing. "Mobile Subscription Update Time" will give you a timestamp of when the subscription status was last updated. "Mobile Subscription Update Time" will give you a timestamp of when the subscription status was last updated. "Mobile Subscription Detail" will give you the bounce message, if any. You can also download "Mobile Unsubscription Reason" to view the reason someone unsubscribed, whether it was on their activist record, via upload, or through a mobile message. If your group has enabled mobile carrier lookup, you will see the option to select "Mobile Carrier", which tells you which carrier an activist uses. You can learn more about this here.
You can download an activist's latest donation amount, latest donation date, and the lifetime value of their donations.
You can include a "Tags" column as well, which will output all tags for each activist.
And, if you have chosen one and only one action in the action history targeting include section, you can select columns for the referrer, source code, and timestamp of when that activist took the selected action.
You can include All Source Codes regardless of if you've selected an action or not. This will give you all the source codes attached to a certain activist.
Note that custom fields you create won't show up in the drop down list until at least one activist has filled out that custom input. So if you just created a tell your story form with the "story" custom input, "story" won't show up in the drop down list until at least one activists enters something in the "story" box and submits the form. If you're trying to report on an action only field, you'll need to have the specific action which contains the field (and only that one action) selected in the targeting page. Otherwise, it won't appear as an option.
When you're ready to get your results, click "Save & Get Results" to move on.