This article will guide you through the steps of using the People Activity Report feature in Elvanto. Whether you're tracking individual activities or analyzing trends over time, this tool offers valuable insights into your organization's interactions. Learn how to customize your reports by selecting specific activities and filtering criteria, and enhance your analysis by adding additional fields to your report.
Using the People Activity Report
- Log into Elvanto and navigate to People > Reports > People Activity.
Note: Please reach out to an admin if you are unable to view the People/Reports sections to request additional access permissions. - Click into the drop-down menu to select from the list of activities you would like to report on. Leave the selection blank if you’d like to search across all categories, demographics, or locations.
- Add any additional fields you wish to include in your report by selecting the corresponding field from the available people columns:
- Added
- Marked as Active (For Legacy Customers Only): Learn more about your active adult count and billing here.
- Marked as Contact
- Archived: This report also reflects the archive reason, if this information was collected during the archival process. Learn more here regarding the setup of Archive Reason.
- Marked as Deceased
- Deleted
- Emails Sent: Learn more about viewing email activity here.
- SMS Sent: More information regarding SMS delivery issues can be found here.
- Added to Group
- Removed from Group
- Added to People Flow
- Added to People Flow Step