Recommended Advanced Reports - FS Guide

• The Advanced Reports section provides a collection of reports you can generate on demand for your office’s regular reporting. On this page, you’ll find various reports separated by mailroom, casework, and people, and for many, you can click to download a spreadsheet to your 

• computer of the requested data (some require a date range). From there, use spreadsheet tools to filter and display the most relevant data when producing your reports.

• You can favorite advanced reports (click the star) to save time and group your most frequently used reports together. 
  
  

• Three popular people reports among our clients:

  • Person count by affiliation

    • A lists all of the parent and child affiliations 

  • Survey Issue Counts

    • displays every survey issue and the number of people tagged

  • Frequent Flyer Candidates

    • A list of constituents with 20+ Inbounds in the last 12 months and counts of their Inbounds for multiple time ranges. Includes Constituents' URLs. 
      
      

  • Three popular advanced mailroom reports among our clients:

    • Mail Counts by Issue 

      • Total mail counts for each issue in your system

    • Batch Mail Counts

      • A list of all Batches with DateUpdated, a count mail in the Batch, and a count of mail that was made within the time range and is in the batch.

    • Open Mail Report

      • Shows Form, Batch, User info, most recent correspondence, the form letter used for the most recent, and open mail created and closed during the time period.
        
        

• Three popular advanced casework reports among our clients: 

  • Cases Created 

    • Includes date created, modified, and closed; status; staffer name and id; agency name and id; constituent name, id, email, city, county, and zip; the most recent Note added to the Case

  • Cases by Agency and Staffer

    • Includes sum for all staffers for each agency

  • Cases Closed

    • Includes date created, modified, and closed; status; staffer name and id; agency name and id; constituent name, id, email, city, county, and zip; the most recent Note added to the Case