Action Network Reports & Queries
How To Add Report Highlights To Your Action Network Group
What Are Report Highlights? Report Highlights are a way to show a summary count of reports from your Action Network Group. You'll see the number of Activists, the Report name, and the last time the Report was refreshed. This allows you to see a ...
Action Network Reports & Data Protection
Each and every one of us has a responsibility to ensure the data we hold on our members and supporters is protected, and treated with the care you'd expect from those handling your data, and in line with the law. If you have access to Action Network ...
How To Report On Responses To Your Actions
Actions are at the heart of Action Network, and they're a valuable tool to enable you to capture valuable data from members and supporters. You can choose to record this data within the Activist Record themselves, or in a lot of cases you can use ...
How Can I Target Members Who Live Outside Of My Local Party Area?
The bulk of your emails are likely to be targeted to members who live in your local party area, but there are a number of scenarios where you may wish to see those who don't live within the area. You can use the Queries in this guide to target ...
Why Is There A Difference In The Number Of Activists Targeted By Reports And Emails Using The Same Query?
You may have used one of your Queries to build both a report and target an email and been puzzled as to why they don’t seem to target the same number of Activists. There’s a simple explanation for this, and it’s nothing to worry about. Although it ...
How To Create A New Member Report In Action Network
How Are New Members Tagged In Action Network? When a member joins via the Green Party Join Site they are added to Action Network after a short wait. This is achieved by automatically pushing the new member's details through an Action Network Form. A ...
Creating A Report In Action Network
What Are Reports? Reports are where you can view Activists based on criteria you set via the Query Builder. For example, you could create a Report of all members, all donors, or all of your active volunteers. Is There Anything I Need To Do Before ...
Generating A Report To Show Your Local Party Officers
Local and regional party officers are recorded in Action Network using Tags. This information is also stored in Salesforce, our CRM platform. It's easy to generate a Report to capture your local party officers by filtering on Tags. To add, or remove ...
Monitoring Recurring Donor Status With Action Network Reports
Monitoring the status of your recurring donors in Action Network is easy, thanks to the inclusion of three targeting options: Active Recurring Donors Failing Recurring Donors Cancelled Recurring Donors You can either target all recurring donors, or ...
Duplicating Reports To Save Time
If you need to create several Reports in Action Network capturing similar information it can save a lot of time to simply duplicate and amend Reports rather than creating a new one each time. In this guide, we'll go through how to quickly duplicate ...
Copying Layouts Across Reports
What Are Report Layouts? Layouts are the Fields used in Report results and the order in which they're displayed. They're used in the Results summary you can view in Action Network, and any CSV file you download. What Does It Mean To Copy Layouts ...
Requesting An Up To Date CSV File Of A Report's Results
What Is A CSV File? CSV stands for comma-separated values and is a file format that can be handled by many different applications. It's usually opened in a spreadsheet programme like Excel or Numbers and contains only the data, without any ...
Setting Up Recurring Reports
What Are Recurring Reports? Recurring Reports are simply Action Network Reports which refresh their targeting at regular intervals. They remove the need for manual refreshing of Reports and will notify you by email of the number of Activists ...
Working With Dates In Action Network Queries & Reports
We're aware that some date based queries are not calculating, and we believe this is caused by improperly formatted dates being added to some date fields. If your report doesn't run, then you can instead target the report using wildcards: Using ...
Using Wildcards In Action Network Reports & Queries
What Are Wildcards? Wildcards are the blank Scrabble tiles of Action Network Queries. They can be used to replace a character or string of characters. How Can They Be Used? When the % symbol is placed after a string of characters it tells the system ...
How To Identify Members With Missing Data
If you believe you have Members with missing Custom Field data you can easily run a report that captures any examples. This article shows a few Queries that can be used when targeting a report, but can be adapted to the fields you want to check by ...
Using The Action Network Query Builder
What Is The Query Builder? Queries allow you to gather together activists who share common attributes based on tags, actions and field values. They can be set up once and then imported into reports and email targeting to save you having to create the ...
Useful Queries To Make Campaigning Easier
What Are Queries? Queries allow you to gather together activists who share common attributes based on tags, actions and field values. They can be set up once and then imported into reports and email targeting to save you having to create the same ...