Last modified by Rayaan Ahmed on 2024/12/30 03:27
From version 16.1
edited by shravya@one-count_com
on 2020/05/11 13:18
Change comment: There is no comment for this version
To version 19.1
edited by Admin
on 2022/01/26 09:44
Change comment: There is no comment for this version

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1 +Lists and Reports
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1 -XWiki.shravya@one-count_com
1 +XWiki.Admin
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10 10  
11 11  === OPEN THE LIST WIZARD MAIN WINDOW ===
12 12  
13 -**Select LISTS AND REPORTS from the main menu.**
13 +**Select DATA MANAGEMENT from the main menu.**
14 14  
15 -[[image:attach:media_1433865702013.png||align="center"]]
16 -
17 17  \\
18 18  
17 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2) copy.png||thumbnail="true" height="250"]]
18 +
19 19  **Select List Wizard from the sub-menu.**
20 20  
21 -[[image:attach:media_1433865752359.png||align="center"]]
21 +[[image:attach:Screen Shot 2021-10-09 at 4.33.36 PM (2).png||thumbnail="true" height="250"]]
22 22  
23 23  This will bring you to the List Wizard main window. (See below.)
24 24  
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39 39  **Available Filters** - Filters are used to generate counts/lists based on selected criteria. Available Filters are:
40 40  
41 41  **Package Selection**
42 -**Include in List-** Allows you to select users/subscribers based upon what packages they are subscribed to, have renewed, and/or unsubscribed from during a specific date range. These users will be included in the count/list.
43 -**Exclude from List -** Further, allows you to filter out those users who subscribed, renewed, or unsubscribed from the same set of packages as selected in **Include in List** in a different date range. These users will not be included in the count/list.
42 +**Include in List-** Allows you to select users/subscribers based upon what packages they are subscribed to, have renewed, and/or unsubscribed from during a specific date range. These users will be included in the count/list. The selected date range will query on Request Date (Not Transaction Date). 
43 +**Exclude from List -** Further, allows you to filter out those users who subscribed, renewed, or unsubscribed from the same set of packages as selected in **Include in List** in a different date range. These users will not be included in the count/list.
44 44  
45 -**Exclude Packages** - Allows you to filter out users/subscribers to a different set of packages than those selected in Package Selection during a specified date range. These users will not be included in the count/list.
45 +**Exclude Packages** - Allows you to filter out users/subscribers to a different set of packages than those selected in Package Selection during a specified date range. These users will not be included in the count/list. The selected date range will query on Request Date (Not Transaction Date).
46 46  
47 47  **Package Expiration** - Allows you to filter users/subscribers by expiration date for a specified package(s).
48 48  
49 49  **Product Selection**
50 -**Include in List-** Allows you to select users/subscribers based upon what products they are subscribed to, and/or unsubscribed from during a specific date range. These users will be included in the count/list.
50 +**Include in List-** Allows you to select users/subscribers based upon what products they are subscribed to, and/or unsubscribed from during a specific date range. These users will be included in the count/list. The selected date range will query on Request Date (Not Transaction Date). 
51 51  **Exclude from List -** Further, allows you to filter out those users who subscribed, renewed, or unsubscribed from the same set of products as selected in **Include in List** in a different date range. These users will not be included in the count/list.
52 52  
53 -**Exclude Products** - Allows you to filter out users/subscribers to a different set of products than those selected in Product Selection during a specified date range. These users will not be included in the count/list.
53 +**Exclude Products** - Allows you to filter out users/subscribers to a different set of products than those selected in Product Selection during a specified date range. These users will not be included in the count/list. The selected date range will query on Request Date (Not Transaction Date).
54 54  
55 55  **Demographics** - Allows you to filter users/subscribers by selecting certain demographic criteria. All of your database fields/questions are available for selection.
56 56  
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110 110  Drops = the number of drops from the list in the audit period (Obtain the number by running a list of unsubscribes for the audit period date range.)
111 111  (See Audit Report documentation for more information on saving lists and generating audit reports.)
112 112  
113 -**Download** - Allows you to download a list in Excel .csv format. You select the fields you wish to appear in the report (e.g. product status, source code, request date, transaction date, and demographic information – first name, last name, email, title, etc.). OCID (ONEcount User ID #) is automatically appended to downloaded lists. If a list doesn't include a product selection (e.g. a Web Activity or demographic selection only list) Product Status, Source Code, Request Date, Transaction Date aren't options in fields to download.
113 +**Download** - Allows you to download a list in Excel .csv format. You select the fields you wish to appear in the report (e.g. product status, source code, request date, transaction date, and demographic information – first name, last name, email, title, etc.). OCID (ONEcount User ID #) is automatically appended to downloaded lists. If a list doesn't include a product selection (e.g. a Web Activity or demographic selection only list) Product Status, Source Code, Request Date, Transaction Date aren't options in fields to download.  Whhen you click Download, a box pops up allowing you to select the fields that you would like put in your download file. Click the big box to add fields to the filter; remember that the order in which they appear in this box is the order the fields will be output in your file. All files are exported with the OCID of the user in the first column. This will help you if you later need to import the data back into ONEcount.
114 114  
115 +[[image:attach:lw-demo-field-select.png||thumbnail="true" width="300"]][[image:attach:lw-demo-template-select.png||thumbnail="true" width="300"]]
116 +
117 +//On the left, selecting the fields you would like in your download file. On the right, choosing a download template from a saved list.//
118 +
115 115  **View** - Allows you to create breakout reports by row or by row and column demographic and export them in Excel format. To generate the report, simply select the demographic you want for rows, and if you'd like a row and column breakout, select the column demographic as well. The report will generate in an expandable window where you can view and/or export to Excel format.
116 116  
117 117  **Bulk Operations** - Allows you to perform batch product changes, status changes, unsubscribes, subscribes, deletes, and merges on a list of records. (See User Operations > Bulk Operations documentation for further details)
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1 -https://info.onecount.net//wiki/spaces/OD/pages/45187075/List Wizard - Run Queries and Generate Lists
1 +https://info.onecount.net//wiki/spaces/OD/pages/67044/List Wizard - Run Queries and Generate Lists