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Advocacy Analysis Report

(Advocacy Reports)

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The Advocacy Analysis Report allows you to analyze alert responses across several drill-down categories. You are always offered both a pie chart and a bar chart view of the results, as well as a table with the actual data.

The headings of the data table in each report are "clickable" allowing you to project different data onto the charts from the same report. For example, using a State, City, and Zip dimension for the report, you would be able to project either the responses received by state or the responses received by city onto the chart provided.

This topic contains the following information:

Using the Advocacy Analysis Report

Use the Advocacy Analysis report to:

  • Analyze alerts across different drill-down categories. For example, you can analyze your alerts by:
    • Alert Name, Recipient Type, and Recipient Name and determine the number of messages sent to each recipient (such as a Senator or a CEO) targeted by one or more alerts.
    • State, City, and ZIP to determine the number of responses to one or more alerts by State, or by Zip Code, or by City.
    • State, Federal District ID, and ZIP to determine the federal district that solicited the most responses to an alert.
    • Donor Status to see if your donors are more likely to respond to your alerts than non-donors.
    • Source Code to determine the source of responses including Email and Forwarded Email messages.
  • View a variety of alert data in either a pie chart or bar chart format. The charts can be saved as GIF images, which may be useful for staff or board presentations or for posting on your site.

To run the Advocacy Analysis report

  1. Choose Data Management on the navigation bar and then select Reports from the drop-down list that displays to open the Report Selection screen.
  2. Click the plus sign (+) beside the Advocacy Reports folder to display the contents of the folder.
  3. Click the link for the Advocacy Analysis Report.
  4. On the Configure Report Options screen that opens, choose the Available Alert(s) you would like to include in this report. To include more than one, select one alert and then hold down the Ctrl key while you select additional alerts.
  5. Choose an Analysis Dimension for the report. This will determine the first few fields that appear in your report. (For details on what fields are included, see the section Viewing the Results.) Options include:
    • Analyze by Alert name, Recipient Type and Recipient Name
    • Analyze by Recipient Type, Recipient Name and Alert Name
    • Analyze by State, City and ZIP
    • Analyze by State, Federal District ID and ZIP
    • Analyze by State, State House District ID and ZIP
    • Analyze by State, State Senate District ID and ZIP
    • Analyze by Donor Status
    • Analyze by Source Code
  6. Choose an Initial Chart Type for the report. (You will have the opportunity to click a link on the report and switch your view to the other type of chart, if desired.)  Options include:
    • Pie Chart
    • Bar Chart
  7. Choose the Number of Categories to Show from the following:
    • Show top 10 and summarize the rest (For example, if you choose to view alerts by geography, this choice limits the graphs to the top 10 states, plus a column for "Other.")
    • Show top 20 and summarize the rest (If you choose to view alerts by geography, this choice limits the graphs to the top 20 states, plus a column for "Other.")
    • Show all
  8. Choose an Initial Metric to Chart, determining which metric to show on the chart when the report first opens. (All of these fields will be listed as table columns at the bottom of the report, and you can click on each column heading to view that information projected onto the chart.)
    • Number of Responses (not available if you analyze by Alert Name, Recipient Type, and Recipient Name)
    • Number of Messages Sent
    • Number of Emails Sent
    • Number of Faxes Sent
    • Number of Printouts
    • Number of Calls Logged
  9. Choose a Response Date range for this report. Options include:
    • Predefined Date Range (such as All Dates, This Month, This Calendar Year, This Fiscal Year, etc.)
    • Custom Date Range (choose exact dates from the date menus provided)
  10. Click Submit Report. The Advocacy Analysis Report displays.

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Viewing the Results of the Advocacy Analysis Report

The Advocacy Analysis Report opens with the following links available:

  • Add to My Reports link - provides a shortcut on the main Reports page that runs this report using the same configuration options
  • download_icon Save as a GIF Image icon and link - saves the pie chart or bar chart to your local computer or shared network resource as a GIF image file.
  • Print Icon Printable Version icon and link - prints the report using your standard Print application.
  • PieChart_Icon Pie Chart icon and link - displays the pie chart if the bar chart is displayed.
  • BarChart_Icon Bar Chart icon and link - displays the bar chart representation if the pie chart is displayed.

Each report first displays with the Initial Chart Type and Initial Metric (coordinate value) that you chose when configuring report options. However, you can easily switch to the other chart view (for example, from pie chart to bar chart) by clicking the appropriate icon or link. You can also mouse over a chart to view pop-up text for areas that are small and difficult to read.

To choose other parameters to display on the chart, click the column headings for the data you would like to view. For example, you can click the Recipient Name heading (when present) and the Number of Emails Sent heading to see the Recipient vs. the Number of Emails Sent (to that recipient) plotted on the chart.

The columns that appear in the table under the graphic chart are described below.

** The first two analysis dimensions contain the same fields, but the fields are arranged in a different order for the two reports.  You may find that one of these two analysis dimensions is more appropriate for a particular report, depending on the number of alerts that you are looking at and the type of data that interests you.

 

Field

Description/Contents

**First 4 columns when the Dimension is Analyze by Alert name, Recipient Type and Recipient Name:

Alert Name

Name of each Alert that you have selected for the report.

Alert Internal Name

Internal Name of each Alert that you have selected for the report.

Recipient Type

Type of recipient targeted by the alert; for example, Representative, Senator, Governor, CEO, etc.

Important: Will initially display the term all values and combine the totals for messages sent to all types of recipients into one total. Click the heading to change the display to give one record for each type of recipient.

Recipient Name

Name of each specific individual who was targeted as a recipient for this alert.

Important: Will initially display the term all values and combine the totals for messages sent to all recipients into one total; however, clicking on the heading will change the display to give one record for each recipient.

**First 4 columns when the Dimension is Analyze by Recipient Type, Recipient Name and Alert Name:

Recipient Type

Type of recipient targeted by the alert(s); for example, Representative, Senator, Governor, CEO, etc.

Recipient Name

Name of each specific individual who was targeted as a recipient for the alert(s).

Important: Will initially display the term all values and combine the totals for messages sent to all recipients of a certain type into one total; however, clicking on the heading will change the display to give one record for each recipient.

Alert Name

Name of each Alert that you have selected for the report.

Important: Will initially display the term all values and combine the totals for all alerts that targeted each recipient type into one total; however, clicking on the heading will change the display to give one record for each alert that targeted a recipient type.

Alert Internal Name

Internal Name of each alert that you have selected for the report.

Important: Will initially display the term all values and combine the totals for all alerts that targeted each recipient type into one total; however, clicking on the heading will change the display to give one record for each alert that targeted a recipient type.

First 4 columns when the Dimension is Analyze by State, City, and ZIP:

State

State of residence of respondents to your alert.

City

City of residence of respondents to your alert.

Important: Will initially display the term all values and combine the totals from all cities into one total for each state; however, clicking on the heading will change the display to give one record for each city from which constituents responded.

Zip

Zip code of respondents to your alert.

Important: Will initially display the term all values and combine the totals from all zip codes into one total for each state; however, clicking on the heading will change the display to give one record for each zip code from which constituents responded.

Number of Responses

The number of responses from each state, city, or zip code depending on the level to which you have expanded the report; a constituent who takes action on an alert twice will be counted twice in this column.

First 4 columns when the Dimension is Analyze by State, Federal District ID, and ZIP:

State

State of residence of those constituents who responded to your alert(s).

Federal District ID

Federal District ID associated with a group of respondents.

Important: Will initially display the term all values and combine the totals from all districts into one total for each state; however, clicking on the heading will change the display to give one record for each federal district.

Zip

Zip code associated with a group of respondents.

Important: Will initially display the term all values and combine the totals from all zip codes into one total for each state; however, clicking on the heading will change the display to give one record for each zip code.

Number of Responses

The number of responses from each state, federal district, or zip code depending on the level to which you have expanded the report; a constituent who takes action on an alert twice will be counted twice in this column.

First 4 columns when the Dimension is Analyze by State, State House District ID, and Zip:

State

State of residence of those constituents who responded to your alert(s).

State House District ID

State House District ID associated with a group of respondents.

Important: Will initially display the term all values and combine the totals from all state house districts into one total for each state; however, clicking on the heading will change the display to give one record for each state house district.

Zip

Zip code associated with a group of respondents.

Important: Will initially display the term all values and combine the totals from all zip codes into one total for each state; however, clicking on the heading will change the display to give one record for each zip code.

Number of Responses

The number of responses from each state, state house district, or zip code depending on the level to which you have expanded the report; a constituent who takes action on an alert twice will be counted twice in this column.

First 4 columns when the Dimension is Analyze by State, State Senate District ID, and Zip:

State

State of residence of those constituents who responded to your alert(s).

State Senate District ID

State Senate District ID associated with a group of respondents.

Important: Will initially display the term all values and combine the totals from all state senate districts into one total for each state; however, clicking on the heading will change the display to give one record for each state senate district.

Zip

Zip code associated with a group of respondents.

Important: Will initially display the term all values and combine the totals from all zip codes into one total for each state; however, clicking on the heading will change the display to give one record for each zip code.

Number of Responses

The number of responses from each state, state senate district, or zip code depending on the level to which you have expanded the report; a constituent who takes action on an alert twice will be counted twice in this column.

First 3 columns when the Dimension is Analyze by Donor Status:

Donor Status

Donor or Non-Donor

Donor Group

Will initially display the term all values, combining all groups for each donor status; clicking the heading will show each group associated with each status, such as Direct or Indirect (made on behalf of someone).

Number of Responses

The number of responses from each donor status or donor group depending on the level to which you have expanded the report; a constituent who takes action on an alert twice will be counted twice in this column.

First 4 columns when the Dimension is Analyze by Source Code

Source Type

Useful to determine the origin of your responses; can contain any of the following values: Web Link with source code value, Tell-A-Friend, E-mail (original), E-mail (forwarded), eCard, Other.

Source Code

Value related to the Source Type. Can contain any of the following values: the value passed in as the s_src argument, the forwarding user’s name, the name of the email message, the name of the eCard campaign.

SubSource Code

Value related to the Source Type and the Source Code. Examples include: the value passed in as the s_subsrc argument, the URL of the link, the name of the Stationery Layout.

Number of Responses

The number of responses from each Source Type, Source Code, or SubSource Code depending on the level to which you have expanded the report; a constituent who takes action on an alert twice will be counted twice in this column.

These columns are present for all reports:

Number of Messages Sent

Number of messages that were sent to recipients; note that each send action by a respondent may be targeting several recipients.

Number of Emails Sent

Number of emails sent.

Number of Faxes Sent

Number of faxes sent.

Number of Printouts

Number of printouts presumed to have been sent if you have enabled your constituents to print letters to send as a response vehicle.

Number of Calls Logged

Number of calls logged by respondents for Call Alerts.

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