EBS: How to Create a Custom Report That Tracks How Many Contacts Signed up for the Member Portal in Everbridge Suite

Topic:

How to create a report that tracks how many contacts signed up for the member portal.

Description:

Users can create a custom report that tracks the amount of contacts that opt in to an organization's member portal. The report can be saved and adjusted for reuse. Follow the steps below to create the report.

Creating the Report

Create Report
  1. Log in to the Manager Portal.
  2. Click the Reports tab.
  3. Under Custom Reports, click Create Report.
Report Type
  1. From the Report Type drop-down menu, click Contacts.
    Data
    1. Drag attributes that identify contacts from the left to the area under DATA. It is recommended to include the following:
      1. First Name
      2. Last Name
      3. External ID
      4. Record Type
      5. Registered On
    Filters
    1. Drag the Registered attribute from the left to the area under Filters.
      1. In the Condition drop-down menu, select True.
    2. Drag the Registered On attribute from the left to the area under Filters.
      1. In the Condition drop-down menu, click a desired condition.
      2. Click the calendar icon and select the desired date.
    3. Enter a name for the report next to Save this Report.
    4. Click Save.

    Export and Review the Report

    Export Report

    To export the report and share it among other users, choose from one of the options below:

    1. Click Preview Report to display a preview of the report at the bottom of the page.
    2. Click PDF to export a PDF version of the report.
    3. Click Download CSV to export a CSV version of the report.

    NOTE: Adjust the Registered On filter as needed to track when contacts are opting in to the organization's Member Portal.

    Registered Contacts

    When reviewing the report, only the fields used in the Data section will display. The fields used in the Filters section are not directly referenced.

    In this example, Registered On is used in both the Data section and the Filters section.

    Using the Contact Widget on the Dashboard

    Contacts Widget

    If the organization uses a separate record type for Member Portal opt ins, track the total amount of contacts that are registered by using a widget on the dashboard. To view the widget, follow the steps below:

    1. Click on the Dashboard tab.
    2. Click Manage Widgets.
    3. Select the checkbox next to Contacts and click OK.
    The separate totals per record type is displayed.
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