Aristotle Support

Export Methods for Custom reports

Article ID: 748
Last updated: 29 Sep, 2014

Export Methods

When you’re choosing your export method, you are choosing how you want to display your data from a query. There are several different types of prepared reports that fulfill almost every need.

Type: General

HyperLinks

This report is used when you are not looking for a paper report but a report that you will be using from your desktop. For instances, if you need to make phone calls to a group of people while sitting at you desk, a Hyperlinks report will give you the list of people and the ability to click on the person to see the record.

 

Multiple Export Creator

This is an option that will generate a box that you can run several reports from without having to resubmit the original query. This is a great method to use when you are first learning the different reports so you can pick several reports.

Type: Communication Tools

Mail Merge

Mail merge is an Export Method in Custom Reports. Like any custom report, you will create a query to define whom you want the Merge Letters to be sent. You must also create your Letter Template before running your merge.

 

Avery 5160 Labels

When you need to generate labels on Avery 5160 paper, this is the report that you would use.

 

Envelopes

This report will create a list of names in envelope format.

 

Broadcast E-mail & Broadcast Fax

Broadcast e-mails and broadcast faxes are e-mails and faxes that you can send to the people in your database.

 

Phone Blast

With CompleteCampaigns.com and our partner, VoiceShot, you can send targeted voice messages and voice surveys right from your Web browser.

Type: Export

Custom Export (Merge File)

This report is useful when you would like to export data in an Excel spreadsheet format.  The file will be created in one of your custom export formats. To see more on creating a custom export format, please see Custom Exports.

 

Extended Household Export

This export will show you all the people living in a household on the same line. This report is helpful for telemarketing and polling.

Type: Phone Lists

Phone List Standard

This report generates a list with name, any phone numbers, salutation and spouse’s name.

 

Phone List Compact

This report generates a list with name and phone numbers.

 

Household Voter Phone List

This report generates a list with name, and phone number, grouped by household.

 

Voter Phone List

This report generates a list with name and phone numbers and a bar code for scanning.

Type: Other Lists

Basic Report

This report is used when you only need the essential information from your query: name, address, and phone number.

 

 

E-mail List

This will generate a condensed list of e-mail addresses ONLY. This is compatible with most e-mail programs so that you need only to cut and paste them into your bcc field to send an e-mail to the persons on your query.

Type: Detailed Lists

Detailed List

This is an intensive report and if your query is large, this report may take up to 15 minutes to run. This report displays all of the information found on the individual’s record.

 

Detailed List – Compact Version

This report is similar to the above report, condensed so that each individual does not necessarily begin on a new page.  

 

Type: Walk Lists

Walk List

This report will generate a walk list that puts the even and odd numbered houses on different pages and lists the streets separately.

 

Walk List - Not Splitting Even/ Odds

The report will generate a walk list that separates the streets but not the even and odd numbered houses.

 

Walk List - Not Splitting Even/Odd or Streets

The report will generate a walk list that does not separate even or odd numbers or streets.

Type: Voter Reports

Precinct Report - This report will let you know how many people in a precinct fall into your query verses the number of people in your precinct overall. This report also includes a weighted count of those numbers for each precinct.

 

Voter History - This report will tell you the voting history of the people fitting your query requirements in each precinct.

 

Voter Information - This report will tell you the voter information of the people fitting your query requirements in each precinct.

 

Codes by Precinct - This report will tell you the number of people fitting your query requirements in each precinct that have been coded.

Type: Data Updates

Add/Remove Code

This report will add a code to anyone in the query that you selected. This can be beneficial if you want to label an entire group of people at once, without going through each record individually.

 

Add/Remove Communication

This report will add a communication to anyone in the query that you selected. For instance, you can track responses to a fundraising letter by adding a unique Communication to each person on the recipient list.  Select Add/Remove Communication and add a note to each record that states the date and subject of your letter.

 

Bulk Walk Entry - This report allows you to enter information collected from a walk. By running this report through custom reports, you can have it match the exact walk that you ran previously. If the walk is a basic precinct walk, you can use the Bulk Walk located under Add/Search.

 

Bulk Walk Entry - Even Only - This report allows you to enter information collected from a walk but even streets only.

 

Bulk Walk Entry - Odd Only - This report allows you to enter information collected from a walk but odd streets only.

This article was:   Helpful | Not helpful Report an issue


Article ID: 748
Last updated: 29 Sep, 2014
Revision: 1
Views: 611
Prev     Next
Export Methods For Custom Reports       Exporting A Report Into An Excel Spreadsheet