Previous Reporting
Introduction
This article walks you through our previous reporting feature. Reporting represents the various reports (CSVs) an admin can export on the Impactive admin.
How it works
Admins can export reports for a number of features. An admin can initiate an export by finding the report and clicking on the export CSV button. After the user initiates the export, a CSV is delivered to the user’s mailbox in a matter of minutes.
The following features offer exports.
Users
Users: a list of users (volunteers and admins in your account)
Teams: a list of users and the teams they belong to
These exports can be found at the bottom of the "Users" tab, right below the users summary.
Lists
Contacts: a list of contacts from a particular contact list
This export can be found at the bottom of a contact list, right below the contact list summary.
Actions
All actions: a list of all actions and performance metrics
All messages: a list of all messages sent through peer-to-peer and friend-to-friend actions
User details: shows an aggregate list of all users and people contacted by all of your actions. This includes activity name, type, sender name/user ID/VAN ID, recipient name/number/VAN ID and type of messages sent.
These exports can be found at the bottom of the actions tab, right below the actions summary.
Action > Results
Reports: a list of action-specific all completed reports grouped by unique contact/user under “reportable”
Users: a list of users who have received the action
Contacts: a list of contacts who have have been texted (only for peer-to-peer)
Tags: a list of completed reports grouped by contacts/users and the tags that have been appended to them
Custom fields: a list of completed reports grouped by contacts/users and the custom fields that have been appended to them
These exports can be found on a specific action, below the user engagement summary.
Engage
Reports (all) - a list of all outreach reports by volunteers
Tags (all) - a list of all reports grouped by contacts/users and the tags that have been appended to them
Custom fields (all) - a list of all reports grouped by contacts/users and the custom fields that have been appended to them
These exports can be found by navigating to "Engage", clicking on the "Reports" tab, and scrolling to the bottom of the reports summary.
Unpacking actions reports
There are two types of actions reports.
Reports can be exported from the data summary in the “Actions” tab. This gives you an export of all actions.
Reports can also be exported specifically from a specific action’s results.
All Reports
Engage Tab -> Reports
This is where you will see complete results of all outreach reports filled by your volunteers. The person for whom the outreach report is filled for shows up as "reportable."
When you scroll to the bottom of the page and click "Export Reports to CSV," your admin email will receive a download with the following information:
User full name, email, ID
Name of person report is filled for. If applicable: their email, phone number, VAN ID, voter base ID
Time this outreach report was last synced
Any tags or custom fields selected for Reportable
Any notes for Reportable
Reports for Specific Actions
Actions -> View Results
This is where you will see reporting for a specific action. Scroll to the bottom of the page and click the relevant button. This will ensure your admin email will receive an email of a CSV file with the following information. Please wait a few minutes for the link to arrive in your email.
"Export Reports to CSV"
Activity ID and name
User full name, email, ID
Name of person report is filled for. If applicable: their email, phone number, VAN ID, voter base ID
Time this outreach report was last synced
Any tags or custom fields selected for Reportable
Any notes for Reportable
"Export Users"
Activity ID and name
User first name, last name, phone number, full name, last seen, leaderboard points, impressions, clicks, performed
Completed: True or False (whether this user completed this action)
"Export Messages" (Please note slight differences in fields for F2F and P2P actions)
Activity ID, name, type, publish date
Type: TextaFriend for F2F; TextaList for P2P
Sender name, ID, type
Sender number (only for Friend-to-Friend actions. For P2P, this will be blank, since your volunteers are texting from a random contact number in this case)
Receiver name, ID, number, VAN ID
P2P only: aasm_state (State of the message on Impactive: sent, error, received)
Sent or Error; Error code, twilio_status (delivered, undelivered, sent --sent shows that we sent the text to Twilio but is not yet delivered or undelivered.)
Body: Text of the initial or response message sent
If you filter the CSV file for script type (Initial or Response), you will be able to see responses your volunteers have sent out.
To see messages your recipients have sent, please look at rows where "receiver_type" is a User and "sender_type" is a Contact.
"Export Contacts" (Only for P2P actions)
Phone Number of the contacts from Contact List
Contact first name, last name, full name
If applicable, voter base ID and VAN ID
If applicable, selected tags, custom fields, and notes
"Export Video Stories" (Only for video stories)
User ID, email, name
Activity name
Date created
Testimonial first name, last name, email
Note
Media URL: Link to download the user's testimonial video or photo
Reports for All Actions
In your Actions tab, scroll all the way to the bottom for several reporting options for all of your actions.
"Export Actions to CSV"
Action ID, time created, time updated, time published
Title, description, type
aasm_state (State of the Action): Deleted, Published, or Closed
Privacy state: Public or Private
Contact List: If assigned to a contact list
# of Users this action was sent to
# of Users who saw, started, completed, performed the action. (Note: Completed refers to the number of times a user has finished the action, whereas Performed refers to the number of people they reached out to. ie One user can complete an action twice and Perform number may show 180 if they reached out to 180 people in those two times.)
"Export Messages to CSV" shows an aggregate of all messages in each action. Please refer to the "Export Messages" description above for what this file entails.
"Export User Details to CSV" shows an aggregate list of all users and people contacted by all of your actions. This includes activity name, type, sender name/user ID/VAN ID, recipient name/number/VAN ID and type of messages sent.
created_at: Time User account was created.
updated_at: Most recent time user account updated any information.
last_seen_at: Last time user logged in.
last_active_at: Date User was last active on Impactive (when they last completed an action).
city/state: supplied_ means it’s pulled from the Zip Code entered by the user, not supplied or just “city/state” is based on our match to the voter file. The "supplied” data is generally what admins are looking for to measure location of volunteers.