Follow these steps to effectively use the Constituent Engagement Score Report:
Step 1: Access the Report
- Go to the Report Center
- Click on Constituent Reports
- Select Constituent Engagement Score Report
Step 2: Set Your Time Period
- Use the Time Period dropdown to select how far back to analyze
- Options: Last 6 Months, 12 Months, 24 Months, 3 Years, or 5 Years
- Default is Last 12 Months for a standard annual view
Step 3: Apply Filters (Optional)
- Engagement Level: Filter to specific tiers (Highly, Moderately, Lightly, Minimally Engaged)
- Min/Max Score: Set a custom score range
- Activity Switches: Filter by specific engagement types
Step 4: Run the Report
- Click Run The Report button
- Results display in a grid sorted by engagement score (highest first)
Step 5: Review Results
- Engagement column: Shows overall score and level badge
- Dimension Scores: Mini badges show V (Volunteer), E (Event), M (Email), B (Membership), G (Giving), L (Leadership)
- Activity Flags: Icons show which areas have activity
- Click any constituent name to open their profile
Step 6: Export or Save
- Export to Excel: Full data with all 31 columns
- Export to PDF: Printable landscape view
- Add List to Mail Room: Create a mailing list from results