LUMINATE ONLINE : REPORTS 1

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1 In Luminate Online, the reporting options are endless and can be used for , TeamRaiser, Events, Constituent360, Donations and more. Understanding the features of reporting allows you to make sure you are retrieving accurate and specific data for your organization. Learn the steps required to manage your constituent data in this 3-hour instructor-led course. Through instructor-led scenarios, course discussions, and practices in the sample database, you will learn how to create a new report, run reports, access reports, and manage report folders. 1

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3 At the end of the course, you will be able to: Explain where to find reports in Luminate Online Run pre-created reports Create Report Writer reports Run Report Writer reports Manage report folders 3

4 Reports help you understand how your constituents are engaging with your Luminate Online site and online marketing efforts. You can use reports to monitor site activities and campaign statistics. You can also use reports to track trends for your campaigns. 4

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6 Reports in Luminate Online can be found in multiple places: Some modules have a Reports tab where you can find standard, pre-built reports. Under the Reports Classic tab of the Reports module, you can find standard, pre-built reports. Under the Report Writer tab of the Reports module, you can create and run fully customizable reports. 6

7 Several modules have standard reports built into the module. You can often pick some of the filters but not the columns. 7

8 To access the Reports module, hover over Data Management on the navigation menu and select Reports. In the Reports module, you will find both the Reports Classic and Report Writer tools. 8

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11 The Reports Classic application enables you to run many different types of reports that help you analyze the effectiveness of your online efforts. To access the Report Classic, hover over Data Management on the navigation menu and select Reports. Reports Classic is the first tab under Reports. The Report Viewer list displays a list of available report types organized by file folders. Click the plus sign (+) next to a folder to display the reports in that folder. 11

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16 Under the Report Selection list, select a folder and click the plus (+) sign next to it. Select the report you wish to run and click its name. A description of each report is listed next to the report. Luminate Online help has further descriptions of each report if you need help deciding which report best fits your needs. 16

17 If the report has options, you will see the Configuration Options step. Notice this page is listed under the Report Results tab. Select options for the report. To run the report, click the Submit Report action button. 17

18 Some reports, such as analysis reports, display immediately on the Report Results tab with information that is constantly being updated. Some reports, such as analysis reports, allow you to drill down into the data by clicking on the pie or bar charts. When a report displays a pie or bar chart, you can use the icons below it to: Save the image. Display a printable version of the table below the chart. Switch between a pie chart and a bar chart. 18

19 Click the Reports Classic tab to run another pre-configured report. Select the report, and if available, configure the report options. 19

20 When some reports are run, you are brought to the Report Results tab and shown the reports result list. Find the report you selected in the list. The status of the report may be queued or processing. If this is the case, click the Refresh this page action button until the status changes to completed. Once the report is completed, you can view, download, print, or delete the report. Note that reports will be automatically deleted after 200 hours (approximately 8.3 days). 20

21 In the Actions column, click View. Your report results will display. Notice that some reports will be split into multiple pages and/or have more columns to the right of your screen. Use the icons to print or download the report. You can also add the records in the report into a group. Note that unlike query-based groups, groups generated from this report will not be updated as the details of the report change. 21

22 Click the Save icon. The file will download as a.csv file. You can save the report or open it with a spreadsheet program, such as Microsoft Excel. Once downloaded you can easily see the full details of the report and use it for whatever your organization may need. Remember, reports are automatically deleted from Luminate Online 200 hours after they are run. If you need to refer back to the data, make sure to save the report. 22

23 To run a pre-created Report Classic report: Log into Luminate Online (if you are not logged in already). On the Data Management menu click, Reports. On the Reports Classic tab, find the folder you want to open on the Report Selection list. Click the plus sign next to the folder. Click the name of the report. If the Configuration Options step displays set the report options, click the Submit Report actions button. If the run reports list displays, click the Refresh this page action button. When the report status is completed, click View. On the Report Results page, view, interact with, print, or save your report results. 23

24 This list includes commonly run reports. While you may not need to run all of these reports, depending on your Luminate Online configuration, we recommend that you run at least a few of them. For more recommended reports, refer to 24

25 Hint: Look in the Advocacy Reports folder for the Advocacy Analysis Report Hint: Look in the Contact Reports folder for the Top Referrers 25

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28 Report Writer enables you to configure and run reports that meet your specific needs, and then save, print, or download the results or use them to create a constituent group for another use (such as an distribution list). Lets you save the reports results in.csv,.pdf, and HTML format. Lets you easily share report results with other Luminate Online Admins. Lets you create groups from report results. 28

29 With Report Writer you can: Add, remove, and rearrange columns. Rename columns. Designate columns for sorting. Use filters to refine your report results. Set filters to be able to be changed when a report is run. Schedule reports. Organize your reports in folders. 29

30 Advocacy Constituent Delayed Self Pledge Duplicate Management Events Interactions List Activity Online Check-In TeamRaiser Transactions 30

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32 From Data Management, click Reports. Click the Report Writer tab. To create a new report, click the Create a New Report action button. 32

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34 From the Report Writer tab, click the Create a New Report action button. Under Report Selection, select the application from the drop-down menu. When the Available Reports section appears, select the radio button next to the report. Use the View Sample and Learn More links to help you decide which report is best for you. Click the Next action button to save your settings and move to the next step. 34

35 Under the Report Columns section, the default columns for the report are highlighted in orange. Columns are organized into categories. Use the checkboxes to add or remove columns. 35

36 Under Report Column Order, you can reorder and rename your columns. Columns are listed by name with their category below them in parentheses. To move a column, click and drag it to a new position on the list. To rename a column: Click rename next to the column name. Enter the new name of the column. Click the Save action button. The new name of the column is listed to the right of the original name. 36

37 Under Report Result Sorting, you can determine the way the results are sorted (for example, alphabetically by last name, by largest dollar amount, etc.). You can also choose the way columns should display by setting up different sort order criteria. To specify a sort order for your report: In the First, sort by drop-down list, select the column information to use for the initial sorting. Click Ascending or Descending to specify the numeric or alphabetic order to sort the column in (for example, from "0 up to n" or "n down to 0"; or from "A to Z" or "Z to A"). Optionally, select the desired option from the next Then, by drop-down list and specify Ascending or Descending. Optionally, select the desired option from the last Then, by drop-down list and specify Ascending or Descending. Note that although sort order is not required, results may not display in a predictable manner if you do not select at least the first criteria. 37

38 Report filters help streamline the results of a report so that you target the information you need without requiring you to wade through data you don't need. Some reports have default filters set that you must edit to supply a value for. Other filters may be optional to help target specific results and reduce clutter in your report. You can also add new filters to help target the data you want. To edit a required filter, click Edit from the Actions column on the far right of the filter. 38

39 For required filters, you cannot change the category or column name. Click select or more. Select one or more items from the pop-up window. Click Apply. 39

40 If selected, the Edit at run-time option allows you or other administrators to change a value of the filter when running this report again. If cleared, the value for the filter is set for everyone who runs this report. Click the Save this filter action button. Add or edit filters until you have set all of your desired filters. 40

41 Under Report Label, enter a meaningful name for future reference. Under Report Description, enter a brief description for the report. For example, you can include the filters and sort order. Under Select security category, define the security category. The category determines which administrators can edit, run, and share the report. Under Report Folder, select the report folder in which to store the report configuration and report results. Until you fill out and save this step, your work is not saved, so be sure to complete this step. 41

42 You can review the column names and order, filters applied, and details about the report and make any modifications necessary before saving or running it. Under Report Columns, you will see the columns in the order you chose. If you changed any column names, they will appear in the list on the right. To make modifications to the report: Click the step link to return to that page and make your edits. Click Next until you return to the Summary step. Verify that the change displays in the Summary. Under Run or Save Report Options for Next Step, decide if you want to: Run report now. Save Report, so you can run the report now or work and run the report at a later time. 42

43 To creating a new report Under the Reports module, click on the Report Writer tab, and then click the Create a New Report action button. In the Select Report Type step, select the application from the drop-down menu. Select the report model and click Next. In the Select Columns step, you can add or remove columns from the report, and then click Next. In the Select Sort Order step, select up to three columns to sort by and their sort order. Click Next. 43

44 In the Configure Filters step, to update a required filter: Click Edit. Click select or more. In the selection window, select one or more of the options and click Apply. Decide if you want to allow people to Edit at runtime. Click the Save this filter action button. Click Next. In the Identify Description step, enter a meaningful name and description. Select the security category and report folder. Click Next. In the Review Criteria Summary step, confirm the settings for the report. Click Save Report. 44

45 When you save a report, it displays in the Report list on the Report Writer tab. To run a report, select Run Report. 45

46 You will only see the Edit Runtime Parameters step if the report has filters that are set to be editable at runtime. 46

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50 Note: You can only have a limited number of reports scheduled on a recurring basis. 50

51 Adding an admin to the report results overrides their Report Writer rights for just reports shared with them. 51

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53 Use the icons to print or save the report. Use the Share icon button to share the report with more admins. 53

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56 From the Report Writer tab, click the Create a New Report action button. Under Report Selection, select the application from the drop-down menu. When the Available Reports section appears, select the radio button next to the report. Use the View Sample and Learn More links to help you decide which report is best for you. 56

57 Under the Report Columns section, the default columns for the report are highlighted in orange. Columns are organized into categories. Use the checkboxes to add or remove columns. You can skip to different sections using the links at the top of the page. 57

58 Under Report Column Order, you can reorder and rename your columns. Columns are listed by name with their category below them in parentheses. To move a column, click and drag it to a new position on the list. To rename a column: Click rename next to the column name. Click the save action button. The new name of the column is listed next to the original name. Under Report Result Sorting, you can determine the way the results are sorted (for example, alphabetically by last name, by largest dollar amount, etc.). You can also choose the way column should display by setting up different sort order criteria. To specify a sort order for your report: In the First, sort by drop-down list, select the column information to use for the initial sorting. Click Ascending or Descending to specify the numeric or alphabetic order to sort the column in (for example, from "0 up to n" or "n down to 0"; or from "A to Z" or "Z to A"). 58

59 Report filters help streamline the results of a report so that you target the information you need without requiring you to wade through data you don't need. Some reports have required filters. You must edit these filters. You can also add more filters as desired. 59

60 You cannot change the category or column name. Click more. 60

61 Report filters help streamline the results of a report so that you target the information you need without requiring you to wade through data you don't need. Some reports have required filters. You must edit these filters. You can also add more filters as desired. 61

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63 This is the same as for the first report. 63

64 You have the option to edit the report configuration and to save the report. Report will display in the list unless you save the report. 64

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66 Hint: Look in the Advocacy Reports folder for the Advocacy Analysis Report. Hint: Look in the Contact Reports folder for the Top Referrers. 66

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70 After running a report, you can add it to the My Reports folder. 70

71 You can copy any saved report to the My Reports folder. 71

72 Click the Manage Report Folders action button. Here you can create, edit, and delete report folders. 72

73 Under the Reports tab, you can use the Move Selected to drop-down menu to move selected reports into different folders. 73

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