Data Reports

Data reports allow you to download summary spreadsheets of results from your emails and campaigns, or have them emailed to you on a schedule. Note that you can also view your results graphically within the software using our Visual Reports.

Data reports are accessed via Data & Reports > Data

You will see a screen in which you can select the types of data you would like to report on.

There are currently three types of data reports: Advocacy, Fundraising and Email

Creating an Advocacy Data Report

We provide an Advocacy Summary report which reports on any non-fundraising pages:

Downloading a report

If you click download , you can quickly export the report, and customize the date range and settings of the report.:

You can either return the data:

  • by Page, which allows you to select the type of pages you want to report on, or you can select all advocacy pages. Note that legacy pages cannot be filtered on, but are reported on if you choose to report on all pages

  • by Attribute, which allows you to filter on specific attributes

Clicking “Generate” will start a job that you can retrieve from the Job Monitor menu.

The file will contain summary data for each advocacy page that took submissions during the timeframe you chose.

Scheduling reports

You can schedule reports to be emailed to you on a regular basis. Click New Report instead of Download and complete the settings there.

You will need to choose the email address, set a frequency, and a day that you want the report to run. Tick the “active” box to schedule the automated report and save.

What’s in an Advocacy Data Report?

The report groups advocacy pages, showing a row of data for each tracking source and then a total row. The columns are explained below:

Page Name

The name of the advocacy page

Page Type

The page type: ETT for email-to-target, PET for petition, DCF for data capture, TWT for tweet-to-target, ECF for ecards, UNSUB for unsubscribe pages

Tracking Source

The tracking ID if used

Total Actions

Number of actions. Note: This includes blocked actions should a supporter ETT more than once within 24 hours

Total Messages Sent

For ETT or TWT this is the number of emails or tweets sent

Page Views

Estimated page views of the campaign page

Page Conversion Rate

Percentage conversion. Total Actions/Page Views

Total Actions From Email

For actions taken via a campaign link, the number of actions taken

% Actions from Email

Total email actions as a percentage of all actions taken

Total Actions From Mobile

Actions taken via a mobile device

Page Views From Mobile

Estimated page views of the campaign page via a mobile device

Page Conversion Rate from mobile

Percentage conversion of mobile pages

% Actions From Mobile

Percentage of actions taken via a mobile device

Creating a Fundraising Data Report

Out of the box, you can run two fundraising data report types:

  • Fundraising Summary gives a report on single transactions with some comparisons to recurring. It groups the data by page name, currency and tracking

  • Fundraising Recurring Summary gives a report on recurring transactions with some comparisons to single. It groups the data by page name, month and currency

Downloading a report

if you click download next to a report type you can customize the reporting currency, date range, and whether report on specific (or all) fundraising pages, or on an attribute.

You can either return the data:

  • by Page, which allows you to select the type of pages you want to report on, or you can select all fundraising pages. Note that legacy pages cannot be filtered on, but are reported on if you choose to report on all pages

  • by Attribute, which allows you to filter on specific attributes

Clicking “Generate” will start a job that you can retrieve from the Job Monitor menu.

The file will contain summary data for each fundraising page that took submissions during the timeframe you chose.

Scheduling reports

You can schedule reports to be emailed to you on a regular basis. Click New Report instead of Download and complete the settings there.

You will need to choose the email address, set a frequency, and a day that you want the report to run. Tick the “active” box to schedule the automated report and save.

What’s in an Fundraising Data Report?

Fundraising Summary

Page Name

The name of the page. The report will be grouped by this

Currency

The donated currency, e.g. USD or GBP. The report will show a line for each currency used

Tracking Source

The tracking ID if relevant

Total Single Transactions

The number of successful single donations made

Total Single Amount

The total value donated

Avg Single Amount

The average donation made

Number of Failed Transactions

For that page, the number of failed transactions. If this is high it is recommended you investigate to ensure there are no problems with the set-up of your page

Number of Refunded Single Transactions

The number of transactions marked as refunded

Total Amount of Refunded Single Transactions

The total value of transactions marked as refunded

Total Single Transactions from Email

Of the total single transactions, the number that were made as a result of an email campaign

Avg Single Transaction from Email

Of the total single transactions, the average donation made as a result of an email campaign

% of Total Transactions from Email

Of the total single transactions, the percentage that were made as a result of an email campaign

Total Number of Single and Recurring Transactions

The total number of donations made including recurring

Total Amount Including Single and Recurring Transactions

The total value of donations made including recurring

Total Single Transactions from Mobile

Of the total single transactions, the number that were made from a mobile device (tablets are not seen as mobiles)

% of Single Transactions from Mobile

Of the total single transactions, the percentage that were made from a mobile device (tablets are not seen as mobiles)

% of Single Transactions vs. Recurring

The percentage of all transactions that are single. If all donations are single, then this will be 100%

Fundraising Recurring Summary

Page Name

The name of the page. The report will be grouped by this

Month

The month the transaction was made in

Currency

The donated currency, e.g. USD or GBP. The report will show a line for each currency used

New Recurring Transactions

Number of newly initiated recurring transactions

Total Amount New Recurring Transactions

Total value raised off newly initiated recurring transactions

Avg Amount New Recurring Transactions

Average value of newly initiated recurring transactions

Total Re-processed Recurring Transactions

Number of existing recurring transactions that were processed, if data is available

Total Amount Re-processed Recurring Transactions

Value of existing recurring transactions that were processed, if data is available

Avg Re-processed Recurring Transactions

Average value of existing recurring transactions that were processed, if data is available

Total Failed Re-processed Recurring Transactions

Number of existing recurring transactions that failed to re-process, if data is available

Total Failed Recurring Amount

Total number lost due to recurring transactions that failed to re-process

Total Active Recurring Transactions at Start of Month

Number of expected recurring transactions to be processed from the 1st day of the month

Total Active Recurring Transactions at End of Month

Number of recurring transactions, still active, at the end of the month

Total New Recurring Transactions From Email

Total value raised off newly initiated recurring transactions that came from email

Avg New Recurring Transactions From Email

Average value of newly initiated recurring transactions that came from email

% New Recurring Transactions From Email

Percentage of newly initiated recurring transactions that came from email

Total Number of Single and Recurring Transactions

The total number of donations made including single

Total Amount Including Single and Recurring Transactions

The total value of donations made including single

Total New Recurring Transactions From Mobile

Total value raised off newly initiated recurring transactions that were made on a mobile device (tablets are not seen as mobiles)

% New Recurring Transactions From Mobile

The percentage of newly iniriated recurring transactions that were made from a mobile device (tablets are not seen as mobiles)

% New Recurring Transactions vs. Single

The percentage of all transactions that are recurring. If all donations are recurring, then this will be 100%

 

Creating an Email Data Report

Out of the box, we offer an email campaign summary report:

Downloading a report

If you click the download icon, you can customize the date range and settings of the report.

You can optionally include extra columns that give you statistics on the results of donations and advocacy completions from the email campaign.

Clicking “Generate” will start a job that you can retrieve from the Job Monitor menu.

The file will contain summary data for all the message sent during the timeframe you chose and fundraising and/or advocacy information generated by those emails if you ticked the box to include it.

Scheduling reports

You can schedule reports to be emailed to you on a regular basis. Click New Report instead of Download and complete the settings there.

You will need to choose the email address, set a frequency, and a day that you want the report to run. Tick the “active” box to schedule the automated report and save.

What’s in an Email Data Report?

Each row of your Email Data Report represents an individual Email Campaign that was sent.

Date

The date of the email campaign send

Message Name

The name of the email message as part of the campaign

Audience

The name of the saved query if used

Campaign

The name of the email campaign

Sender

Sender name

Subject

Email subject

Notes

Internal notes

Sent

Number of emails sent

Opened

Number of emails opened

Open rate

Percentage of sent emails opened

Clicked

Number of recipients that clicked a link

Click Through Rate

Percentage of sent emails where a recipient clicked

Clicks/Opens

Percentage of opened emails where a recipient clicked

Delivered

The emails that were successfully sent, without those that were bounced or suppressed.

Optouts

The number of supporters that opted-out

Optout rate

Optouts as a percentage of sent emails

Bounces

The number of bounces

Bounce rate

Bounces as a percentage of sent emails

Complaints

Number of complaints

Gifts/Sent

Completed donations as a percentage of sent emails

Gifts/Opens

Completed donations as a percentage of opened emails

Gifts/Clicks

Completed donations as a percentage of clicked emails

Total Single Raised

Sum of single donations received from the email

Total Single Gifts

Number of single donations received from the email

Average Single Gift

Average single donation received from the email

Total Sustainer Raised

Sum of recurring donations received from the email

Total Sustainer Gifts

Number of recurring donations received from the email

Sustainer 18 months value

The 18 months value of the recurring donations received

Total Raised

The grand total raised

Total Gifts

The grand total number of gifts received

Actions

Completed actions

Actions/Sent

Completed actions as a percentage of sent emails

Actions/Open

Completed actions as a percentage of opened emails

Actions/Click

Completed actions as a percentage of clicked emails