Constituent Reporting Series

In this 11-part reporting series, you'll learn about the powerful features of our main reporting tool.

To start exploring the Constituent Reporting Series start with part-1 below. 

To access parts 2-11, simply scroll down. 

Part 1

Part 2 will dive into an overview of how to start using the constituent reporting tool. 

To play part 2 click, here. 

Part 3 of this video series will show you how to access your report by starting from a tag, campaign, and campaign category. 

To play part 3 click, here. 

Part 4 of this video series will show how to use our pre-set reports. 

To play part 4 click, here. 

Part 5 of this video series will introduce you to our reporting filters and how they work. 

To play part 5 click, here.  

Part 6 of this video series will continue to look at our filters and explore some more advanced filters you can use in your reports. 

To play part 6 click, here.  

Part 7 of this video series will show you how to edit the columns you see in your report. 

To play part 7 click, here.  

Part 8 of this video series will show you features that our columns have so you can refine your reporting further. 

To play part 8 click, here.  

Part 9 of this video series will explore advanced columns, graphs, and the at-a-glance feature in our constituent's reporting tool. 

To play part 9 click, here.

Part 10 of this video series will show you how to save, delete, and update the name of a constituent report

To play part 10 click, here.  

Part 11 of this video series will wrap up by showing how to pin a report to your dashboard. 

To play part 11 click, here.