EveryAction gives you powerful tools to track your progress and understand your data through customizable reports and visual dashboards. This video introduces the two main reporting tools—the Report Manager and Analytics Dashboards—so you can start using your data to guide decisions and demonstrate impact.
In this video, you’ll learn:
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How to use the Report Manager: Create and customize reports using preset templates, similar to Salsa CRM’s Advanced Query Wizard. Learn how to add columns, filter data, and export reports in different formats.
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How to schedule reports and take bulk actions: Discover options like saving reports as templates, scheduling recurring reports, and using features like bulk edit or acknowledgment letter generation.
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What you can do with Analytics Dashboards: Get insights from pre-built dashboards for contributions, email performance, advocacy, and more—or create your own dashboards to track specific campaigns or activities.