Follow these steps to effectively use the Constituent Engagement Score Report:

Step 1: Access the Report

1. Go to the Report Center
2. Click on Constituent Reports
3. 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