Conversations Report

Table of Contents

The Conversations Report will allow you to view details about your Sponsorship Conversations

A generated Conversations Activity Report will list, by default, the: 

  • Supporter
  • Sponsorship
  • Sponsorship Status
  • Sponsorship Type
  • Payment Type
  • Last Conversation Sent Date
  • Number of Messages in Search Period (how many messages were sent within search dates)
  • Sponsorship Supporter Lifetime Messages (how many messages have ever been sent)

Filtering Options 

Filtering options include: 

  • Choose a specific Sponsorship or multiple sponsorships
  • Use Quick Date Range to pull conversations during this time period 
  • Choose a Date range > Start Date and an End Date for conversations between certain dates
  • Sponsorship Type 
  • Project
  • Place
  • Sponsored Status (Fully Sponsored, Partially Sponsored, Unsponsored)
  • Payment type (Online, Offline, Legacy)
  • Payment status 

As with all Reports in REACH, you can save as a Report Template to use later and/or schedule as an auto-generated weekly or monthly recurring report.

The Select Columns to Display button can be used to add additional filtering options to your generated report. Any custom fields you have created for your sponsorships will be shown here. Simply click the checkbox to include any of these columns in your generated Report.  

Click Search to generate your Sponsors Report.

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