The Report Archive stores all of the reports that have been generated as part of a Subscription that you are subscribed to. These reports are saved within the Reeher Platform for 30 days after they’ve been created. The fields provided in the table include:
- List Name – This is the name of the list that it 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 extend the reports availability.
- 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 to view the constituent list. In addition, you will also be able to add additional columns to the list. The same columns that are available in Targeter will be available by clicking Add Columns from the list view. You can also export this list from this page by clicking on the green Export Results button.
Once you are viewing a list you can get back to all of your reports by clicking on the Report Archive link in the left hand navigation located under the Manage Push Reporting Tab.
Add List
The Add List button within Report Archive allows you to upload any list of constituents up to the Reeher Platform, so that you can append columns to the list. For example, if you have a mail list you could upload the mail list and append Annual Fund 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 must be the first column in the file you are uploading. The header on the constituent id column must be labeled Entity ID or ID. You may upload Excel, CSV, or text files delimited with a tab or comma. Once uploaded, you can choose to View the list from the Action menu. You can then choose to add or remove columns and export the appended list to your local environment.
Frequently Asked Questions
- 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?
What kind of files can I upload?
You may upload Excel, CSV, or text files delimited with a tab or comma. However, we have found that a CSV file works most reliably.
I've uploaded my file and received a successful message, but no constituents appear when I view the results?
There are two ways to try and solve this issue. First, you can try re-uploading your file as a CSV. Second, you want to make sure that you have the correct number of leading zeros in your Entity ID column.
How do I add leading zeros to the Entity ID column in Excel?