Reports and Viewing Activist Data
Information on how to access and collect data on rebels in the Action Network system
- Create reports on Action Network
- Monitor your forms or events
- Monitor new subscribers with a weekly report
- View Activist Tags
Create reports on Action Network
Creating reports in Action Network lets you see what data subscribers have provided, and what actions* they have taken.
*actions is Action Network jargon for interaction with emails, forms or events created in Action Network.
To view current reports or create a new one
Add a title and choose criteria from various categories
For example - people who have signed up to your list in the last 7 days
Click 'SAVE AND SELECT DATA'
Choose data to view
There are the core fields of email, name, postcode, phone. But also you can choose to view extra bits of data e.g. the date they subscribed to your list. Also you can rearranged these data field using the 6 little dots to pick up and reorder.
Click 'SAVE AND GET RESULTS'
Remember to REFRESH
When you view reports you always need to 'refresh' to get the latest data. This is very important for a report like 'last 7 days'
Mass Operation and Recurring Reports
If you need support on these options, then please get in touch with the Action Network Data Team
Note that, once you have created a report you will see a link in red, bottom right; CREATE AN EMAIL BASED ON THIS REPORT.
More 'targeting' advice on this page about targeting emails.
Monitor your forms or events
You may want to learn more about forms and events before reading this page.
Here are three ways to keep an eye on your sign up forms (or other data collection forms).
- View the last 100 activists who signed up
- Get an email every time someone uses your form/event
- Make a report of all who have signed up on your form/event
1. View the last 100 activists who signed up
Step 1: Go to the 'Actions' tab
Step 2: Choose 'manage' next to your form
2. Get an email EVERY time someone uses your form
Step 3: Scroll down to the bottom and tick the box 'Send an email notification when someone submits the form', type in your email address, and click 'Save Responses'
3. Make a report of all who have signed up
Step 1: Click on Report
Step 2: Give it a name
Step 3: On the left hand 'Include' column find your report - just start typing its name into the field labelled 'Actions' and you should find it (ignore the number that just means in this case it's the 1925th form on the system!) - you just need to know what your form is called and search for that.
Step 4: Click 'Save and select data' blue button on bottom right.
Step 5: Choose which fields you'd like to see in your report and what order you'd like to see them
Step 6: Click 'Save and get results' button
Remember if you come back to view this report another time - you have to refresh to get the lastest information.
Monitor new subscribers with a weekly report
This report will pick up all new subscriptions to your email list.
- Click on 'Report'
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Scroll further down the left hand column and pick (for example) all sign ups in the last 7 days.
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Click 'Save and select data' blue button on bottom right.
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Choose which fields you'd like to see in your report and what order you'd like to see them
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Click 'Save and get results' button
Note : This may take some time to load! -
Then set up a recurring report to be run automatically and emailed to you...
View Activist Tags
View which tags have been added to a email list subscriber
Example : Has someone signed the volunteer agreement?
The tag you are looking for is:
XR_May2021_Volunteer_Agreement
If they don't have this tag, you should ask them to sign the Volunteer Agreement here.