Page History
The Report Archive Lists Tab stores all of the reports that have been generated as part of a Subscription that you are subscribed to. as well as lists that have been uploaded by users into the Platform for further analysis. These reports are saved within the Reeher Platform for Fundraiser Performance Management for 365 days after being uploaded and not accessed 30 days after they’ve been created. By default you will see All Lists, both your Subscriptions and Uploaded lists. To view just one list type, click on the folder name in the menu bar on the left.
The fields provided in the table include:
- List Name – This is the name of the list that it is automatically generated based on the name of the Subscription plus the date. It can also be the name of the List that you created by uploading your own list using the Add List button.
- Results – This column displays the number of constituents that are in the List.
- Created Date – The Created Date column displays the date the report was initially created.
- Available Through – This report will be made available through the date displayed in this column. It will be deleted from the Platform after this date unless you . To extend the reports availabilitylists availability an additional 365 days, just click on the extend link.
- Actions – The action column allows you to choose View, Delete, or List Availability Extension, which extend the lists availability in the Platform for an additional 30 days.
View List
By selecting the View action you will be able In addition. Add green Results reports the Report Archive link in the left hand navigation located under the Manage Push Reporting Tab.Back at the top left of the page.
Add List
The Add Upload List button within Report Archive Lists Tab allows you to upload any list of constituents up to the Reeher Platformto Fundraiser Performance Management, so that you can append columns to the list, analyze the list in Crosstab, or look at the results using the Map View. For example, if you have a mail list you an event attendee you want to see the MG EVI score on, you could upload the mail list list (all we need is the constituents' Entity IDs) and append Annual Fund MG EVI to the list. All columns that are available in Targeter can be appended to your list. Your entire list (including all the unique column names) will be viewable when you choose to view the list. You can then append the columns you need and export the list back to your local environment.
To upload a file, click on the Add List button at the top left of the window. Click Browse to select your file and enter the name that will appear in your Report Archive list. Note that the constituent id ID must be the first column in the file you are uploading. The header on the constituent id ID column must be labeled Entity ID or ID. You may upload Excel , or CSV , or text files delimited with a tab or comma. Once uploaded, you can choose to View will be emailed when the list from the Action menu. is available in the List Tab. You can then choose to add or remove columns and export the appended list to your local environment.
View the FAQ for uploading tips.
Frequently Asked Questions
| Anchor | ||||
|---|---|---|---|---|
|
- What kind of files can I upload?
- I've uploaded my file and received a successful message, but no constituents appear when I view the results?
- How do I add leading zeros to the Entity ID column in Excel?
| Anchor | ||||
|---|---|---|---|---|
|
What kind of files can I upload?
You may upload Excel , or CSV , or text files delimited with a tab or comma. However, we have found that a CSV file works most reliably..
| Anchor | ||||
|---|---|---|---|---|
|
I've uploaded my file and received a successful message, but no constituents appear when I view the results?
There are two a few ways to try and solve this issue. First, you You can try re-uploading your file as a CSV. Second, you Make sure that the entity ID is in the first column and "ID" is contained in the header row. You also want to make sure that you have the correct number of leading zeros in your Entity ID column. To add leading zeros to your column, follow the instructions below.
| Anchor | ||||
|---|---|---|---|---|
|
How do I add leading zeros to the Entity ID column in Excel?
- Click the cell in an Excel worksheet that you want to display leading zeros in. To select an entire column or row, click a letter or number along the top or side of the worksheet, or press "Ctrl" and "A" together to select the entire worksheet.
- Right-click the cell you selected in Step 1, or on one of the highlighted cells of a selected group, and click "Format Cells" to bring up a dialog box.
- Click on the "Number" tab, then click "Custom" in the Category pane on the left side of the Format Cells box.
- Click the number "0" in the Type pane on the right side of the box. In the text box at the top of the pane directly below the Type heading, enter a series of zeros that indicates the maximum number of digits you plan to enter for a single item in your worksheet. For example, type "0000000000" if you want each number to be ten digits long. In this case, if you type the number "123" into a cell, Excel adds leading zeros to make it "0000000123."
- Click "OK" to save the custom format.