CiviCRM

REPORTS AND ANALYSIS

Reports and Searches can be created with the default (or core) Report Templates and Searches in CiviCRM.  This chapter will describe some of the reports that can be used with CiviEngage.

To learn more about how to work with Reports, see the section called "Reporting".

Analysing Results from a Door-Knock Canvass

To analyse responses from a survey used during a door-knock canvass, you may want to use the Survey Report that's part of the Campaign component.

  1. After you have recorded responses from your contacts, Click on Campaigns > Create Reports from Templates > Survey Report (Detail)
  2. In Display Columns area, check the boxes for: enter the information you'd like to display such as Street Number, Street Name, Street Unit, Survey Responses
  3. In Group By Columns area if you'd like to group the responses, check the boxes for: Street Name, Odd/Even Street Number
  4. In Set Filters area, select your survey name in Survey, and select for" Respondent Status" 'Is Equal to" Interview.
  5. Click Preview Report.
  6. You can now review the results from the screen, or you can choose to export the the information to .CSV file to do further analysis and reporting

Analysing Results from a PhoneBank

To analyse responses from a phonebank, you may want to use the Survey Report that's part of the Campaign component.

  1. After you have recorded responses from your contacts, Click on Campaigns > Create Reports from Templates > Survey Report (Detail)
  2. In Display Columns area, check the boxes for: enter the information you'd like to display such, especially Survey Responses
  3. In Set Filters area, select your survey name in Survey, and select for" Respondent Status" 'Is Equal to" Interview.
  4. Click Preview Report.
  5. You can now review the results from the screen, or you can choose to export the the information to .CSV file to do further analysis and reporting.