Create a Phone Banking Report | Scribe

    Create a Phone Banking Report

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      Scenario: You have multiple phone banks happening and would like to report on their progress. Use the Phone Contact History report to achieve this.\ \ For more information see the EveryAction help article [How to: Report on call results](https://help.everyaction.com/s/article/How-to-Report-on-call-results).
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      From the EA Main Page, click into the left-hand search bar, and type "report manager". Click REPORT MANAGER when it populates.
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      Click DEFAULT TEMPLATES.
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      Click into FILTER BY NAME and type "Phone Contact History Report".
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      Click PHONE CONTACT HISTORY REPORT when the report comes up.

      Filter the Report

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      Click EDIT FILTERS.
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      Click DATE CONTACTED.
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      This report has a MAJOR limit. You can only view results for a max of 14 days at a time. This 14 days can be any consecutive days, but it cannot be longer than 14 days. If your phone bank was longer than 14 days, you will need pull multiple reports. Follow these same steps but with different dates. Then add the results together.
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      After you've selected your date range, click APPLY.

      Narrow results to all phone bank contact attempts

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      You can see contact history for either a particular phone bank or for any contact associated with a phone bank using MORE OPTIONS.
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      On the filter bar, click CONTACT INFO.
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      This will open numerous filters to apply to your results.\ \ To report on a particular phone bank, type the name of the phone bank under "Virtual Phone Bank".
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      To report on any outreach via a phone bank, click MORE OPTIONS in blue and then IS NOT EMPTY.\ \ This will filter for any contacts who were specifically contacted by phone via a phone bank.

      Narrow to Specific Contact Records

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      You can use a saved search or list to view whether a specific set of contacts have been contacted via phone bank.
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      Click the text box under CONTACT RECORDS.
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      Type in the contact list you are looking for under CONTACT RECORDS and select it.
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      Click RUN REPORT.