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Introduction
The Voter Count Reports page provides powerful tools for analyzing and understanding the voter-related data in your account. While the Individual Person Search page allows users to view individual voter records, and the Create Universes page allows users to group and count the number of voters in a specific criteria, the Count Reports page gives users the ability to count numerous criteria in a single process to get a clearer understanding of the data in the account. Count Reports make it possible to efficiently analyze the targeting strategy, as well as measure the campaign’s effectiveness. Every organization working with voter data will likely use the Voter Count Reports page in some capacity.
To access the Voter Count Reports page, hover over Universes/Lists in the navigation menu and click on Voter Count Reports. Then, you will see a page showing all of the options for report templates.
Create Custom Count Reports
Creating a Custom Count Report is completely user dependent, so we are unable to provide you specific step by step instructions. Instead, this section features a basic overview and explanation of each element in this page, so you can better understand how everything comes together.
Page Overview
The Custom Count Report allows you to create a fully customized voter count report, using an infinite amount of user customization. These reports can be extremely complex or as simple as you require. Running a blank report will return the total voter file count of your user accounts current district. Additional columns, rows, or filters using a near infinite amount of data points can be added to your Custom Count Report allowing for complete user control. Once created, report layouts can be saved to be simply ran again at a later time, also providing other users access to your Custom Count Report Layout. Below features a basic overview of the various elements located on the page:
- Saved Reports - Contains a list of previously saved count report layouts.
- Insert Columns - Allows you to add columns featuring various data points.
- Insert Rows - Allows you to add rows featuring various data points.
- Report Universe (Optional) - Allows you to filter the entire report featuring various data points.
- Report Geography Filter (Optional) - Allows you to filter the entire report to a specific geography.
- Enumerated Rows By - Adds a list of geographies as rows from the selected geography type.
- Report Count Types - (Checkboxes under View Report Layout) Adds additional columns of the selected count type for each column in the report.
- Demographic Options - Allows you to create custom a Demographic Configurations.
- Select a Demographic Configuration - Adds a Demographic Configuration as a row to your count report.
- PDI Propensity Options - Allows you to create custom PDI Propensity Configurations.
- Select a PDI Propensity Configuration - Adds a PDI Propensity Configuration as a row to your count report.
- Run / View Counts - Runs the count report and allows you to view your counts on the page.
- Run Counts / Send to Pickup - Runs the count report and sends a copy to your default File Pickup Folder.
- Clear Report - Clears all selected elements from your count report.
- Save Report - Saves your count report layout. Note: This does not save the results of the report. This will only save the selections.
Adding Columns, Rows, and Report Universes
The Adding Columns, Rows, and Report Universes drop-down menus each feature the same options allowing you to add various types of data points to your count report. The FreeHand option allows you to use our Free Hand Query code to create complex data points, without having to create a universe. The Demographics option gives you access to singular demographic data points. The PDI Universes option gives you access to our PDI Predefined Universes. The Support Fields option gives you access to the 5 types of support statuses in the program. The Saved Universe option gives you the ability to add user created universes to the count report, providing new limitless opportunity to create custom data points. The Response Code option allows you to add a specific ID Flag to the count report.
Once you make your selection, you will be greeted with up to two additional drop-down menus and a textbox. The Count Option drop-down menu allows you to further narrow down the type of value you will be adding to your count report, while the Count Value drop-down menu provides the exact criteria. The Column Label textbox provides you with the ability to change the name of the column header, row header, or filter of the report. You can add multiple columns or rows to your count report, however, attempting to add a new filter will override the previous filter. Once you are happy with your selection, click the Green Plus button under your Column Label textbox to add the element to your count report.
If you would like to remove an added column, click on the header in the count report, followed by clicking yes in the pop-up. If you would like to remove a row, click the trashcan icon located directly below the added row in the count report. If you would like to remove a report filter, click the X button located to the right of the filters name in the Current Report Filter section.
Report Geography Filter and Geographic Enumerations
The Report Geography Filter (Optional) textbox provides you with the ability to narrow the scope of your reports geography. This filtering option allows you to add multiple geography types to your report at same time, providing you with complete control. Type the name of the geography you would like to add in the textbox, and click on the name when you see it populate in the pop-up. Once you click on the name it will be added to the list. For any item added in error, click the X button in the row of the geography you would like to remove.
The Geographic Enumerations are located in the Enumerate Rows by section. Activating any of these checkboxes will add a list of the selected district type to your count report as a row. These options will only display the districts that overlap with your report's selected geographic filter, however, if no filter was added it will use the geography of your user account. You can activate as many checkboxes as your report requires.
Count Types
Besides voter counts, the Custom Count Report Layout also allows you to add 5 other count types to your report: Households, Mailboxes, Phones per individual, Phones per Household, and Percentage. The Percentage option will only display in the count report if you have added at least one column. Activating any of these checkboxes will add an additional column featuring the selected count type to each column field.
Demographic Configurations and PDI Propensity Configurations
The Demographic Configuration and PDI Propensity Configuration options allows you to add multiple items as rows to your count report at the same time. Once created, these configurations can reused again at a later time allowing you to quickly create detailed count reports. Both configuration types can be added to the same count report, however, you will be limited to only one configuration for both configuration types. For any additional rows that need to be added, use the Add Rows section.
To create a Demographic Configuration or PDI Propensity Configuration you will need to first click the Demographic Options link or PDI Propensity Options link respectively. These can be found at the bottom of the page, underneath the count report.
Inside of the pop-up, use the Name textbox to assign a name to your configuration. Once your configuration has been named, activate the checkboxes of each item you would like to display in your count report. If you would like to incorporate all or even most items, you may want to click the Select All button to select all options, and then deactivate the checkboxes you do not want to display. To clear all of your selections click the Clear All button.
The activated items will display in the order that they appear in the Configuration creation pop-up. These items can be rearranged by dragging and dropping them. If the selected items are scattered in the pop-up, click the Group Selected Elements first button to group them together at the top. Once your selections have been made and properly arranged, click the Save button to save your configuration.
Once your configuration has been created, you can use the Select a Demographic Configuration and Select a PDI Propensity Configuration drop-down menus to add a Demographic Configuration and Proper Propensity, respectively, to your count report.
Running and Exporting your Count Report
Once you are done designing your Custom Count Report, you have two options for running your count report. Clicking the Run / View Counts button will run your count report in the page, displaying your counts in the table. Clicking the Run Counts / Send to File button will generate your Custom Count Report and send it to your default File Pickup Folder. The count report will not load in the table.
Saving and Loading a Saved Count Report
Once you have created your layout, your layout can be saved by clicking Save Report button. Use the Report Name textbox to name your report layout, and click the Save button.
If you would like to run a previously saved report, use the Saved Report drop-down menu to select your report. Once your report loads, you can then add additional columns, rows, or filters and run your report.
Precinct Count Reports
Page Overview
The Precinct Count Report allows you to create a fully customized precinct count report, using an infinite amount of user customization. These reports can be extremely complex or as simple as you require. Running a blank report will return the total voter file count of your user accounts current district. Additional columns, rows, or filters using a near infinite amount of data points can be added to your Precinct Count Report allowing for complete user control.
Once created, report layouts can be saved to be simply ran again at a later time, also providing other users access to your Precinct Count Report Layout. Below features a basic overview of the various elements located on the page:
- Saved Reports - Contains a list of previously saved Precinct Count Report Layouts.
- Insert Columns - Allows you to add columns featuring various data points.
- Report Universe (Optional) - Allows you to filter the entire report featuring various data points.
- Report Geography Filter (Optional) - Allows you to filter the entire report to a specific geography.
- Add District Columns by - Adds column to the report that features the geography of the selected district type. This allows you to view which precincts overlap with which districts.
- Enumerate Rows By - Adds a list of geographies as rows from the selected geography type.
- Report Count Types - Adds additional columns of the selected count type for each column in the report.
- Run / View Counts - Runs the count report and allows you to view your counts on the page.
- Run Counts / Send to File Runs the count report and sends a copy to your default File Pickup Folder.
- Clear Report - Clears all selected elements from your count report.
- Save Report - Saves your count report layout. Note: This does not save the results of the report. This will only save the selections.
Adding Columns, Rows, and Report Universes
The Adding Columns, Rows, and Report Universes drop-down menus each feature the same options allowing you to add various types of data points to your count report. The FreeHand option allows you to use our Free Hand Query code to create complex data points, without having to create a universe. The Demographics option gives you access to singular demographic data points. The PDI Universes option gives you access to our PDI Predefined Universes. The Support Fields option gives you access to the 5 types of support statuses in the program. The Saved Universe option gives you the ability to add user created universes to the count report, providing new limitless opportunity to create custom data points. The Response Code option allows you to add a specific ID Flag to the count report.
Once you make your selection, you will be greeted with up to two additional drop-down menus and a textbox. The Count Option drop-down menu allows you to further narrow down the type of value you will be adding to your count report, while the Count Value drop-down menu provides the exact criteria. The Column Label textbox provides you with the ability to change the name of the column header, row header, or filter of the report. You can add multiple columns or rows to your count report, however, attempting to add a new filter will override the previous filter. Once you are happy with your selection, click the Green Plus button under your Column Label textbox to add the element to your count report.
If you would like to remove an added column, click on the header in the count report, followed by clicking yes in the pop-up. If you would like to remove a row, click the trashcan icon located directly below the added row in the count report. If you would like to remove a report filter, click the X button located to the right of the filters name in the Current Report Filter section.
Report Geography Filter and Geographic Enumerations
The Report Geography Filter (Optional) textbox provides you with the ability to narrow the scope of your reports geography. This filtering option allows you to add multiple geography types to your report at same time, providing you with complete control. Type the name of the geography you would like to add in the textbox, and click on the name when you see it populate in the pop-up. Once you click on the name it will be added to the list. For any item added in error, click the X button in the row of the geography you would like to remove.
The Geographic Enumerations are located in the Enumerate Rows by section. Activating any of these checkboxes will add a list of the selected district type to your count report as a row. These options will only display the districts that overlap with your report's selected geographic filter, however, if no filter was added it will use the geography of your user account. You can activate as many checkboxes as your report requires.
Count Types
Besides voter counts, the Precinct Count Report also allows you to add 5 other count types to your report: Households, Mailboxes, Phones per individual, Phones per Household, and Percentage. The Percentage option will only display in the count report if you have added at least one column. Activating any of these checkboxes will add an additional column featuring the selected count type to each column field.
Running and Exporting your Precinct Count Report
Once you are done designing your Custom Count Report, you have two options for running your count report. Clicking the Run / View Counts button will run your count report in the page, displaying your counts in the table. Clicking the Run Counts / Send to File button will generate your Precinct Count Report, then send it to your default File Pickup Folder. The count report will not load in the table.
Saving and Loading a Saved Precinct Count Report Layout
Once you have created your layout, your layout can be saved by clicking Save Report button. Use the Report Name textbox to name your report layout, and click the Save button.
If you would like to run a previously saved report, use the Saved Report drop-down menu to select your report. Once your report loads, you can then add additional columns, rows, or filters and run your report.
Cross Tabs
The Cross Tabs page gives you the ability to create Cross Tab reports using up to 6 separate criteria: three rows, three columns, and a filter to the entire report. By default the Rows and Columns features 5 different options: Age, Gender, Party, Ethnicity, and Permanent Vote By Mail Status. Custom data points loaded though our membership functionality are available for selection here as well, however, most accounts will not have any membership information. Count types can be displayed by both Individuals and Households. Layouts can be saved and reused again at a later time to quickly run your Cross Tab reports.
Page Overview
- Saved Reports - Allows you to load a saved report to run again.
- Insert Columns - Adds the selected criteria as a column to your Cross Tab Report.
- Insert Rows - Adds the selected criteria as a row to your Cross Tab Report.
- Report Universe (Optional) - Allows you to add a filter to your report using various options.
- Run / View Counts - Runs the Cross Tab report and displays the results in the table.
- Clear Report - Clears out the Cross Tab report.
- Save Report - Saves the Cross Tab report layout.
Creating a new Cross Tab Report
If you would like to create a Cross Tab Report using a unique layout you will first need to use the Insert Columns and Insert Rows drop-down menus to select the various data points you would like to add to your Cross Tab Report. You can then use the Report Universe (Optional) drop-down menus to select an option you would like to use to filter your entire report. If a filter is not selected, the report will contain all of the individuals in your voter file.
Running and Exporting a Cross Tab Report
Click the Run / View Counts button to run your Cross Tab report. Once you have ran the Cross Tab you will then get the option to export the report into a spreadsheet by clicking the Export Counts button.
Saving and Loading a Cross Tab Report Layout
Once you have finished designing your report the report layout can be saved by clicking the Save Report button. In the Pop-Up use the Report Name textbox to assign a name to your layout and click the Save button. If you would like to load a previously saved Cross Tab Report Layout, use the Saved Reports drop-down menu to select the report you would like to use. Once the report layout has been selected, you can then run your report.
Flag Count Reports
The Flag Count Report page is specifically designed to provide counts for all the flags your campaign has acquired. Note: This report will only display the count for individuals in your voter data. The counts are only displayed as individual voters, and can be filtered or grouped in many different ways. The Flag Count Report layout cannot be saved, so it must be recreated each time you run this report. Once generated Flag Count Reports can be exported into a spreadsheet.
Report Filtering Options
The top section of the Flag Count Report page features a series of drop-down menus that allow you to filter your report. The drop-down menus and the date range fields allow you to filter the flags by Acquisition Type, Response (Flag ID), Survey Questions, Candidate/ Ballot Measure, Canvasser, Canvass Coordinator, Users, Flag Dates.
- Select a Candidate - Allows you to filter the report by Candidate/Issue.
- Select a Question - Allows you to filter the report by Survey Question.
- Select Response - Allows you to filter the report by ID Flag.
- Select Acquisition Type - Allows you to filter the report by Acquisition Type.
- Select a Canvasser - Allows you to filter the report to a specific canvassers collected ID Flags.
- Select a Coordinator - Allows you to filter the report by Canvass Coordinator.
- Select a User - Allows you to filter the report by the user who imported the flag.
- Previous Day - Allows you to filter the report to a specific time frame.
- From Date / To Date - Allows you to filter the report to a specific time frame.
The Choose Count Types To Display drop-down menu allows you to add additional columns your Flag Count Report. Removing columns will consolidate rows based off of the criteria deselected in the Choose Count Types To Display section. For example, if the account contains a support flag, and that flag was collected on two separate days, if the Date column was active the support flag would be in two rows. If the Date column was deactivated, the two rows would be consolidated into one row, as long as all other data points match. Below is a list of columns that can be added to the Flag Count Report.
- Source - Creates a column that displays the acquisition type.
- Response Code - Creates a column that displays ID Flags.
- User - Creates a column that displays the user that inputted or accepted the flag back into the PDI.
- Date - Creates a column that displays the date the flag was collected.
- Question - Creates a column that displays the survey question associated with the ID Flag.
- Candidate/Issue - Creates a column that displays the Candidate/Issue.
Running the Flag Count Report
Once you are done making your selections, you can run the count report by clicking the Process Counts button. Once the report has generated, you can export your report to a spreadsheet by clicking the Export to Excel button.
Report Features
The report contains two unique rows, Flags and People. The Flags column will tell you how many times that flag was distributed in that selected group. The People column will tell you how many people actually have the flag. Note: The count in the Flags column can be larger than the count in the People column since an individual can be assigned a flag multiple times. Clicking the View People link will display a list of voters that match the criteria in the row. In the pop-up you can click on the name of a voter to access their person details page.
Shared Flag Count Reports
The Shared Flag Count Report allows you to generate a report containing the flags shared with your organization account coming from another organization account from our Data Sharing page. If the current campaign account has not received any flags from other campaign accounts, all of the drop-down menus will return blank menus.
Page Overview
The page features multiple drop-down menus allowing you to filter by Candidate / Issue, ID Flag, or the Organization Account the ID Flag came from.
- Select a Candidate / Issue - Allows you to filter the report using a candidate or issue.
- Select a Survey Question - Allows you to filter the report using a survey question.
- Select a Response - Allows you to filter the report to a particular ID Flag.
- Select an Account Name - Allows you to filter the report to a particular organization account.
The Choose Count Types to Display drop-down menu allows you to add or remove columns to your report. Removing columns will consolidate yours rows since the flags no longer need to be separated by the removed data point.
- Response Code - Displays the ID Flag.
- Survey Question - Displays the Survey Question associated with the ID Flag.
- Account - Displays the name of the Organization Account.
- Date - Displays the date the flag was collected.
- Candidate / Issue - Displays the Candidate or Issue associated with the flag.
Running and Exporting the Shared Flag Report
Once you are done making your selections, you can run the count report by clicking the Process Counts button. Once the report has generated, you can export your report to a spreadsheet by clicking the Export to Excel button.
Report Features
The report contains two unique rows, Flags and People. The Flags column will tell you how many times that flag was distributed in that selected group. The People column will tell you how many people actually have the flag. Note: The count in the Flags column can be larger than the count in the People column since an individual can be assigned a flag multiple times. Clicking the View People link will display a list of voters that match the criteria in the row. In the pop-up you can click on the name of a voter to access their person details page.
Child Account Flag Count Report
The Child Account Flag Report page allows users to generate a count report based off the flags that were collected in one of the accounts sub-accounts. If the campaign account does not contain any sub-accounts, the report will only display the current organization account in the Organization pop-up menu.
- Organizations - Allows you to select the child account's flags you would like to view in your report.
- Select Previous Day Count - Allows you to select the date range you would like to view.
- From Date / To Date - Allows you to enter in a custom date range.
- Show the Acquisition Type - Displays the Acquisition Type of the flags.
The Select Options drop-down menu (above Process Counts) contains the options below:
- Organizations - Displays a row for the name of organization accounts where the flags were collected.
- Days - Displays a row for the date flags were collected.
Running and Exporting the Child Account Flag Report
Once you are done making your selections, you can run the count report by clicking the Process Counts button. Once the report has generated, you can export your report to a spreadsheet by clicking the Export to Excel button.