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Filter and Row Option Overview
Reports Tools
The Reports Tools page is where you can access reports on your campaign activity. You can access this page by clicking on the Dashboard section in the navigation menu at the top of the page, then clicking Reports Tools.
On the Reports Tools page, you will be able to select the type of report you want.
To access reports on your field and canvassing activities, click Field & Phone Canvassing Reports.
Filter and Row Option Overview
List of Filters
- Select a Project Type - Allows users to filter the report by canvassing tool. Users can select Mobile Project, Phone Project, and Survey. Note: Selecting Survey limits the report to Printed Surveys.
- Select Project Name - Allows users to filter the report to a specific project or Printed Survey.
- Select Canvasser - Allows users to filter the report to a specific canvasser.
- Select Organizer - Allows users to filter the report to a canvass organizer.
- Select Lead Organizer - Allows users to filter the report to a specific lead organizer.
- Select Previous Day Count - Allows users to filter the report to a preselected period of time.
- From Date & To Date - Allows users to filter the report to user selected period of time.
List of Row Options
- Canvassers - Displays a row in the report that list the canvassers name.
- Coordinators - Displays a row that displays the Field Coordinator.
- Days - Displays a row that displays the date the information was collected.
- Lead Coordinators - Displays a row that displays the Lead Coordinator.
- Geographies - Displays a row that displays the geographic location.
- Volunteer Organization - Displays a row that displays volunteer organizations.
- Mobile Projects - Displays mobile canvassing projects.
- Phone Projects - Displays phone canvassing projects.
For rows of mobile or phone projects, the Project Type and Project Name filters do not apply.