To access the Constituent Engagement Score Report in Argenta:

  1. Navigate to the Report Center from the main menu
  2. Find and click the Constituent Reports category card
  3. Click on Constituent Engagement Score Report

Direct URL: /reports/ConstituentEngagement.aspx

Required Permissions:

  • Marketing Manager, Donation Manager, or Admin role required
  • Exporter role required for Excel/PDF export

What You Can Do From This Report:

  • View engagement scores for all constituents
  • Filter by time period, engagement level, and activity type
  • Sort by overall score or individual dimension scores
  • Export results to Excel or PDF
  • Add filtered results to Mail Room mailing lists
  • Click constituent names to open their profiles

Related Reports:

  • RFM Donor Segmentation Report: Fundraising Reports category
  • Lapsed Donors (LYBUNT) Report: Fundraising Reports category
  • Volunteer Hours Report: Volunteer Reports category