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A
Anonymous
November 19, 2015
Question

Reporting - Program/Members/Attended/Form/Lead Status

  • November 19, 2015
  • 1 reply
  • 1278 views

Hi All,

Wondering if anyone can tell me if this is possible and point me in the right direction.

I would like to generate a report that provides metrics on the following:

1. Total members of program

2. Members Attended

3. How many members of program filled out a form

4. How many members have a lead status of "XXXX"

I would like to summarise the data by month and channel.

I can perform manipulation in excel with pivot tables just don't know how to access the data. If anyone can provide insights you will be my favourite person in the world

Thanks

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1 reply

A
Anonymous
November 19, 2015

for 1:  Go to the members tab and from there you can see all members of the program.  There is a little icon the bottom that looks like a spreadsheet so you can export

for 2:  Same report as above but filter by status and again export the list

for 3:  This will be a smart list with two filters. Filled out form + member of program, export

for 4:  Another smartlist with two filters stage + member of program

Now I am your new best friend forever..I need help moving on Sunday, see you there

A
Anonymous
November 19, 2015

Thanks Jamie,

Thats a big help, I was hoping to pull the data in one report but I guess it has to be done piece meal. If your in melbs Ill buy you a coffee

A
Anonymous
November 19, 2015

I don't think you can get them all in one report, unfortunately

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