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Contact Information Report Example: Identify contacts whose emails are marked as Transactional Only
* Only Transactional Emails Equals True AND * Email/Phone/Website Equals Email . See the following for Common Report Functions : * Export Reports * Email Reports * Add Report Contacts to a List/Committee * Mailing Labels * Save a Report as a New Report * Save a report as a Favorite Report * Report Filte…
Contacts Report Use Case: View a list of active agents who are not set to sync with M1
Mistakes happen- let's run a report to see if any of our active agents are not set to sync to M1. Using the Contacts Report , set up the following criteria: * Contact Type: Agent * Contact Status: Active * Additional Criteria/Filters: Sync with NRDS Equals No * Fields to Display: add Sync to NRDSThe Contac…
Contact Information Report Example: Identify contacts whose emails are marked as Do Not Contact
* Do Not Contact Equals True AND * Email/Phone/Website Equals Email . See the following for Common Report Functions : * Export Reports * Email Reports * Add Report Contacts to a List/Committee * Mailing Labels * Save a Report as a New Report * Save a report as a Favorite Report * Report Filtering Options
Use Case: Find All Payments Made By a Single Contact Over a Specific Date Range
Using the Transactions by Contact Report , you can display all payments received from a contact, over a specific date range. This could be helpful if a contact needs a record of all of the payments they have made to you for tax purposes. * Click Reports in the left navigation panel and select Transactions by …
Use Case: How Many Invoices Are Still Open
You can use the Transactions by Contact Report to find out how many of a batch of invoices are still open. * Click Reports in the left navigation panel and select Transactions by Contact Report OR go to the Billing module Overview tab and select Transactions by Contact Report in the right hand pane. …
Use Case: How Long to Pay Invoices
Using the Transactions by Contact Report , you can find how long it takes your members to pay their invoices. * Click Reports in the left navigation panel and select Transactions by Contact Report OR go to the Billing module Overview tab and select Transactions by Contact Report in the right hand pane…
Event Sessions Report
The Event Sessions Report can be used to generate a report of all session registrants. You can run the report for an individual session and use the report as a check-in roster, or run the report for all the sessions offered at your event. * Click Reports in the Navigation Panel. * Use the Quick Filter option t…
Contact Information Report
The Contact Information Report provides a list phone, email, or website information. This report can be useful in identifying transactional only emails, do not contact emails, and even the validity of emails. * Click Reports in the Navigation Panel * Use the Quick Filter or the Customize Filter to apply …
Email Delivery Failures Report
The Email Delivery Failures Report shows email failures direct from the email server error logs. These errors include hard bounces, blocked emails, dropped emails, rejections, and spam complaints. * Click Reports in the Navigation Pane. * Use the Quick Filter or the Customize Filter to apply the Communi…
Info Hub Resource Tracking
IMPORTANT : The Metrics Module must be enabled in order to provide resource tracking. Contact the Engagement Team if further information is needed. Resources that are accessed in the Info Hub will be recorded so staff can view the following: * the most popular resource, * which contacts or organization are us…
