Action Reporting Series

Learn foundational concepts on how to use our Action-based reporting tool.

Watch part 1 of our comprehensive 5-part video series comparing Constituent and Action reports.

To access parts 2-5, simply scroll down below.

In part 1 of our comprehensive 5-part video series, we provide a high-level overview of our Actions based reporting interface.


Part 2 of this video series will show you how to access action-based reports from Tags, Categories, and Campaigns.

To play part 2 click, here 

Part 3 of this video series will show you how to use the "Filter" options in the action report interface.

To play part 3 click, here.

Part 4 of this video series will show you how to use the "At A Glance" area in the action report interface.

To play part 4 click, here.

Part 5 of this video series will show you how to use the export functionality in the action report interface.

To play part 5 click, here.