Support and Training Center

Create and Update Your Report for "Workers Need Relief Now"

1. Log in at https://actionnetwork.org

2. Go to the "Start Organizing" menu at the top, click "People," and then click the circled-plus-sign icon called "Add New" next to the menu item called "Reports."

3. Give your report a clear name, since you will re-use this report for every update. Here the report name is “Workers Need Relief Now Letters Sent.” 

Scroll halfway down the page to the box called "Actions" on the left side. 

4. Start typing “biden” in the Actions box to filter the list for relevant actions. You’ll see four versions of this letter campaign like in the screenshot; choose the one called [#, Letter Campaign] Workers Need Relief Now: Support President Biden’s $1.9 Trillion Rescue Plan [sent letters]. Ignore the others. (Note: your # may be different than the one in the screenshot.)

Choosing [sent letter] ensures your report shows you only people who sent a letter, not the people who filled out their address but didn’t send a letter. It also ensures your report shows everyone who sent a letter and does not limit the report to people who are new to your list. 

Now, scroll to the bottom of the page. 

5. Check all the options in the "Email Subscription Status" box except "Has email," which you should uncheck. This ensures your report shows you absolutely everyone who sent a letter and does not limit your report to people with valid email addresses or people who are subscribed to your list. Then click the blue “Save & Select Data” button in the lower right.

6. Using the drop-down boxes you see on this page, you can add data fields you would like as columns in your report. Or skip this and just click the blue "Save and Get Results" button in the lower right.

7. From this page, you can quickly check on your results, or click the "Generate" button on the right to request a CSV (spreadsheet) download of your results. Don't click the "Download" button; it doesn't do what you think it should do.

Like all Action Network reports you may request, you'll then see a thin green pop-up message on your screen confirming that Action Network is preparing your report and will email you when the report is ready.

8. Check for the email that says your report is ready to download and click the link. Your report will download as a CSV (spreadsheet) file to your computer's default downloads folder. The file name will start with "csv_report." Enjoy! 

Get Updated Results for Your Report for "Workers Need Relief Now"

1. Log in at https://actionnetwork.org

Action Network makes you actively refresh targeting whenever you want an update. Just reloading the results page will not update your report! 

2. Go to the "Start Organizing" menu at the top, click "People," and then click the three-dots-and-three-lines icon called "View All" next to the menu item called "Reports."

3. Now that you can view all of your reports in a list, find the name of the report for which you want an update and click the document icon called "Results" on the right.

4. On this page, you can either click the “Refresh Targeting” button toward the top to see the updated list of signers on your screen, or click “Generate” on the right to request a CSV download of the new report. If you generate a report, like any other Action Network report you may request, you will get an email with a link to download it. Don’t use the “Download” button; it doesn’t do what you think it should do. Enjoy!

Want more?

You also can set up your report to email you every morning with a link to generate and download an update. Read about it here on Action Network's Help page.


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