We know how valuable statistics and data can be in decision-making, but it can be difficult to visualize what your numbers mean. That's why Keela has a Reports tool that allows you to draw out summary statistics, or "big numbers", from your Smart Lists and represent that information using graphs and charts.
Our Reports tool allows you to gain deeper insight into the contacts who make up your Smart Lists and to create informative summaries on key information about your contact group.
Creating a Report
A report is a data-driven visual representation of the information in your Smart Lists. Using charts, graphs, and tables, you can view and explore key information about your contacts and their donation, membership, and volunteer behaviour in a simple, easy to digest way.
You can create a report and begin exploring your data with a few quick steps.
1. Generate a Smart List
Create a Smart List by clicking on the title of the Analytics section in the left sidebar of Keela. At the top of the Smart List summary, click on the + Smart List button to create a new List. You can also add a List quickly by clicking on the + symbol next to the section title.
Select the one you want, and click “Add” to add a new Smart List.
2. Select additional filters (optional)
Once you have created a Smart List, you can add filters if you wish to further refine your list of contacts. Click “Add Filter” and select the filter you want to use.
3. Add a Report
There are a number of different reports that you can make.
In the Reports tab, click the “Add a report” or “+ Report” button to create a new report. Navigate through and select the report you want. Click “Add” and finalize the report.