The Report and Delivery Options tab of your petition's manage page will allow you to see several things.
Viewing latest 100 activists
You are able to preview the latest 100 action takers and their data in a table above the reporting buttons. Only administrators with the Activists permission enabled will be able to view personally identifiable information on activists in this section. This table will show all the data that would be downloaded by the report buttons, so you may not even need to generate or download at all!
You can also remove activists' submissions from here. This will also remove the action from their activist record. Check off the box next to their name or check off 'all' in the top right. Then click 'remove submissions' on the left.
Download CSV of Signatures (for reporting or in person petition delivery)
If you want to see a report of petition signers, or to physically deliver petition signatures to your target, you can download a spreadsheet in CSV format with your signers' name, email address, mobile number, address, city, state or province, ZIP/postal code, country, referrer, source code, timestamp, and comments. Optionally you can choose a start or end date and only download signatures in that range, and you can also add additional custom field columns that are not present on the petition itself, to pull additional data into the download.
You can use that spreadsheet to do your own mail merge or other analysis on your signers to get them ready for delivery.
If a report has previously been generated you can directly download that report again, instead of waiting for a new one to generate. If you've linked your group to a Google Drive folder, you can export to Google Drive from here. Click here for more info on this. The date and time when it was generated will be listed, so you can understand how fresh or stale the data in that report will be. Click "Download" to download it directly, or click "Generate" to generate a new report, with fresh data, and be emailed when it's ready for download.
Deliver PDF Report by Email
You can deliver your petition via email to your target. Below the reporting options, you'll see a box where you can enter your target's email address and send a PDF copy of the petition that contains the text of the petition, names, approximate locations, and comments of your petition signers. This can only be sent to one email address at a time so if you're sending to multiple targets, you'll need to send these one at a time.
Giving report access
You can choose who can download form answers in the ‘Report Access’ section. Any administrator of your group will have access to this section. But you can give additional people access to these petition signatures by typing in their email address and sending them an invitation. They will not be able to edit the action, only access the ‘report & delivery options’ tab. 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 petition signatures, they will receive an email with a link to create an account (if they don’t have one already), a link 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 action manage page, and only be able to view the form, the last 100 action takers, generate a new report, or download the last generated report. The original creator of the action will be notified that report access has been granted to another user.
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.