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Action Overview Analysis

With actions, fundraisers can track the interactions and tasks required to cultivate their relationships with constituents. To track the overall progress of your fundraisers' tasks and interactions, you can view how many actions meet the filters under Action overview in Fundraising, Analyze, Actions. In addition to the Actions total, you can also view how many are:

Tip: To view a list of actions included in the number-crunching, select the count. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.