Creating an Interest Activity by Time Report

View a Sample of this Report

The Interest Activity by Time Report provides data to help you analyze how many email campaign interests, by name, were added or removed during a reporting period set for day, month, quarter, and year. The report can be configured to include how many additions or removals occurred in any of various Convio features.

Click one of the following links to learn more about:

• Default and Available Columns in this Report
• Required Filters for this Report
• Steps for Creating the Report

Note: For general information about the Report Writer (including actions you can perform to copy, print, download, and so on), refer to Working with the Report Writer.

Default and Available Columns in this Report

On the Report Column Configuration page, the report columns are grouped into sets of related information as indicated by the heading of each column group in the Available Columns pane.

The following sections identify the:

• Default columns contained in the report model
• Additional application-specific columns available for adding to this report

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Default Columns

The following lists the default columns originally used in this report. (Note that if you have copied the report instead of creating it from a model, the columns may have been changed.)

• Added Interest
• Date
• Removed Interest

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Additional Available Columns

The following table lists the application-specific columns you can add to this report. The columns are arranged alphabetically to help you locate the type of information. The column group that contains the column is listed to help you locate the column in the Available Columns pane.

The column name is linked to a glossary definition that provides more details about the purpose and content of that column.

Notes:
(1) An * indicates that this column is a default column from the original report model. If your report is copied, these columns may have been changed or removed.
(2) If you intend to download this report in the PDF format, adding more columns may affect the downloaded output because all columns are placed on a single page. It is recommended to use the PDF format for reports with fewer than 15 columns in order to display the output correctly.

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Required Filters for this Report

None.

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Steps for Creating a Report

To create a report:

1. From Data Management, click Reports. The Report Selection list page displays.
2. Click the Report Writer tab. The Reports list page displays.
3. To create the new report:
   • With the default model configuration:
     1. Click Create a New Report. The Select Report Type page displays.
     2. Click the appropriate application from the drop-down list. The available report models display below the list.
     3. Click the option that corresponds to the report and then click Next. The Select Columns page displays.
   • Or, from an existing report that may already contain customized values:
     1. Click Copy from the Actions column of a report in the Reports list. The Select Report Type page displays with the Convio application selected in the drop-down list and the original report model option button selected.
     2. Click Next. The Select Columns page displays.
        

        Notes:
        (a) The available columns are displayed within categories to make them easier to locate.
        
        (b) The columns selected by default are highlighted. To view these selected columns in a list, click Next to display the Order and Rename Column page and then click the Back button on your browser to return to this page to work with these columns.

4. Review the columns in the report and then to: (Refer to the report introduction for information about the columns for this report.)
   • Add more columns, click the checkbox to the left of each column to add the checkmark to the checkbox.
     

     NOTES:
     (a) Including more than 14 columns in a report may cause the downloaded PDF output to contain unreadable small print because the columns are all placed on a single page or a printout to truncate some columns. Additional columns can also affect printing a report when clicking the Print icon from the report page, which sends the report to your default printer without allowing additional formatting.
     
     (b) To go to a specific category of columns, click the link from the categories list above the selection list. (Click back to top on the left side of each category to return to the top of the page.)
     
     (c) To view only specific columns onscreen, type a word or phrase common to columns you want displayed and click the Filter Columns button. (For example, entering the word "Address" into the field causes columns like Respondent Email Address, Event Street Address, and all of the Local Mailing Office Address columns to remain displayed onscreen and hides all the rest.) Note that the Column Status field (under the Filter Column List field) changes to Some Columns Are Filtered.
     
     (d) To make all available columns display on this page, click Show All (next to the Filter field.) All hidden fields will again display and All Columns Are Visible displays in the Column Status area.

   • Remove a column, click the checkbox to the left of the column to remove the checkmark from the checkbox.
5. When you are finished selecting/deleting columns, click Next. The Order and Rename Columns page displays with the category of each column shown in parenthesis below the default column name.
6. To change the default:
   • Order (or position) in which a column will display in the report:
     1. Click the column name to highlight it and drag it to the correct position above or below another column.
     2. Release your mouse button to drop it into place.
     3. Repeat these steps until all columns are in the correct display order.
   • Name that displays for a column in the report:
     1. Click the rename link to the right of the column name. An input field and a save button display.
     2. Enter the new name for the column and click save. The field and button disappear from view and the new column name displays in the row between the old column name and the rename link.
     3. Repeat these steps for each column you want to rename.
7. When you are finished, click Next. The Select Sort Order page displays.
8. To determine how to display the results within each column (for example, alphabetically by last name, by largest dollar amount, and so on):
   1. From the First, sort by drop-down list, select the column information to use for the initial sorting.
   2. Click Ascending or Descending to specify the numeric or alphabetic order to sort the column in (for example, from "0 up to n" or "n down to 0"; or from "A to Z" or "Z to A").
   3. Optionally, select the desired option from the next Then, by drop-down list and specify Ascending or Descending.
   4. Optionally, select the desired option from the last Then, by drop-down list and specify Ascending or Descending.
      
      Notes:
      (a) Although sort order is not required, results may not display in a predictable manner if you do not select at least the first criterion.
      (b) When using Copy to create a report, you may change the existing sort order.
   5. Click Next. The Configure Report Filters page displays.
9. For the filters displayed on this page, to: (Note: If you are using accessibility software with these steps, refer to Working with the Accessible Report Writer Filters.)
   • Set the value for each required filter: (Note that if you copied a report, the filter may be correctly set or you may need to change it for this report.)
     1. Click Edit from the Actions column of the filter (on the far right). The filter criteria fields display in a small pane on the page.
     2. Click the select or more link for the filtered column. A selection list pop-up displays.
     3. Click the checkbox of the appropriate option and click Apply. The pop-up closes and the option displays on the page.
     4. For Edit at run-time:
        • Leave the checkbox enabled to allow yourself or other administrators to change a value set above when running this report again.
        • Or, click the checkbox remove the checkmark so that the value is set for everyone who runs this report.
     5. Click Save this filter. The filter criteria pane closes and your filter displays correctly on the page.
   • Change the value for a filter that can be edited:
     1. Click Edit from the Actions column of the filter (located on the far right). The filter criteria fields display in a small pane on the page.
     2. Select or enter the filtering criteria. For more information, refer to Working with the Report Writer Filters.
     3. For Edit at run-time:
        • Leave the checkbox enabled to allow yourself or other administrators to change a value set above when running this report again.
        • Or, click the checkbox remove the checkmark so that the value is set for everyone who runs this report.
     4. Click Save this filter. The filter criteria pane closes and your filter displays correctly on the page.
10. To add a new filter:
    1. Click Create a filter. The filter fields pane displays immediately below the button.
    2. In the first drop-down list on the first line, click the column group that contains the column for the filter. (Note that these column groups correspond to the groups listed in the Available Columns pane in the Configure Columns page in Step 2, and are used to help control the length of the next drop-down list.)
    3. In the second line, click the column to use for the filter, and then depending on the fields/lists/links/checkboxes that display, make your selections or entries. For more information, refer to Working with the Report Writer Filters.
    4. For Edit at run-time:
       • Click the checkbox to add the checkmark to allow yourself or other administrators to change the value set above when running this report again.
       • Or, leave the checkbox disabled so that the value is set for everyone who runs this report.
    5. Click Add this filter. The filter criteria pane closes and the filter displays correctly on the page.
11. To remove a filter that is not required, click the trashcan icon from the Actions column of the filter. The filter disappears from the list.
12. When you are finished working with filters, click Next. The Identify Report page displays.
13. To provide information about the report content:
    1. For Report Label, enter a name that will identify this report in the Report Results and in the Reports List (if you save the report).
    2. For Report Description, enter a phrase to provide information about the content or purpose of the report, which displays along with the name in the Report Results List and Reports List.
    3. For Security Category, select the appropriate group to control who in your organization has permission to copy or run this report.
    4. For Report Folder select the folder in which to store the report configuration and report results. For more information, refer to Managing Report Folders.
14. Click Next. The Report Criteria Summary page displays.
15. After reviewing the information on the Report Criteria Summary page, to:
    • Correct any errors or change a name of a column, click the appropriate step in the left navigation to return to the page to make your changes and then click the Review Report Criteria step to come back to this page.
    • Save this report definition without running the report at this time, click Save Report. The Reports list page displays with your new report saved in the list. (Note that you can click Run from the Actions column to run this report now or later).
      
      IMPORTANT: Your report is not automatically saved after it runs unless you click Save Report before running it or within the Report Results you view.
    • Run the report immediately (without saving it at this time, which may be helpful to be sure it contains the intended information):
      1. Click Run Report. The Run Time Parameters page displays again with the applied filter information displayed.
      2. Click Next. The Identify Results page displays again with the report label and description you entered displayed. (Note that you can correct or change the label, description, or folder at this time.)
      3. Click Next. The Report Summary page displays again.
      4. Click Run Report. The Report Results page displays with a message that shows the report is running or queued to run until it is replaced by the Report Results. (Note that for most reports, you can exit and then return to the Report Results page at a later time to view the results.)
      5. After the report displays, if the:
         • Report does not yield the expected results, click Edit Report Configuration to make changes to the columns, sort order, filters, etc. and run it again.
         • Results are valid, click:
           • Save Report at the top of the page to save this report to the Reports List. (Note that as the owner of the report, you can use the Run, Edit, Copy, Add to My Reports, and Archive actions from the Reports list.)
           •  (Download) icon to save this file to your local computer or a shared network resource in a file as a comma separated values (CSV), Adobe Acrobat Portable Document Format (PDF), or HTML formatted document.
           •  (Print) icon to send your report to a local printer or shared network resource
           •  (Add to Group) icon to create or select a group to add the constituents from your report. For details, refer to Adding Constituents from Report Results to a Group.
      6. When you are finished, you can close the report results page.

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