E-mail
Walk /Phone List Report
Provides a detailed report for your walk/phonelist for targetted contacts.
Report Columns
- Contact ID
- Contact Name (clickable on report)
Optional Columns
All columns are optional because this report will often be used solely to generate statistics and charts, rather than lists (lists are often a liability whereas stats and charts are less so).
- Contact E-mail
- Contact Work
- Contact Home
- Contact Mobile
- Contact Street Adress
- Contact Street number
- Contact City
- Contact State
- Any other contact custom field
- Date of last Activity
- Type of Activity
- Demographics (DOB, Gender, Age)
- Any custom Data (e.g. survey responses)
- Last Contribution Date
- Last Contribution Amt
- Last Contribution Type (membership, event, etc.)
Filters
- Location (zip, city, state, street address)
- Street Number Range
- Tags
- Groups
Default Filter Values
URL options
Other Options
- Sort by: City, State, Zip, Street Address, Street Number (odd/even), Contact Name
Statistics
Group By
- Location info (city, state, zip, street name)
Category
- Core
Permissions
- view contacts
Labels
2 Comments
Hide/Show CommentsMay 01, 2009
Yashodha Chaku
http://sandbox.civicrm.org/civicrm/report/walklist?reset=1
Jan 17, 2010
Jim Taylor
It would be helpful to be able to filter by state
Also how do you go about parsing the adress number? I added a couple records and the address # is not parsed in the report.
Most organization/campaigns that create walk lists are going to do so based on some other set of criteria, like past contributions, past activities (made phone calls, etc...). While adding contributions and activities may clutter up the UI, the report should at least be able to filter by groups. That way people would create smart groups of past donors, current members, past callers, etc... and include or filter those people out of the report's results.