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Last modified by Admin User on 2025/09/09 19:17
From version 21.1
edited by Rayaan Ahmed
on 2025/06/27 12:15
Change comment: Migrated property [stableId] from class [Confluence.Code.ConfluencePageClass]
To version 22.1
edited by Admin User
on 2025/09/09 19:16
Change comment: There is no comment for this version

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Author
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1 -XWiki.rayaan
1 +XWiki.admin
Content
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63 63  
64 64  **Saved Filters**
65 65  
66 -[[image:attach:media_1433867081722.png||style="vertical-align:center"]]
66 +[[image:attach:media_1433867081722.png]]
67 67  
68 68  (% style="text-decoration:underline" %)**To run a saved query**(%%)**:**
69 69  
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96 96  
97 97  === LIST ACTIONS ===
98 98  
99 -[[image:attach:media_1433866712415.png||style="vertical-align:center"]]
99 +[[image:attach:media_1433866712415.png]]
100 100  
101 101  The list actions shown above are found at the top of the List Wizard window, directly below the list count .
102 102  
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113 113  
114 114  //On the left, selecting the fields you would like in your download file. On the right, choosing a download template from a saved list.//
115 115  
116 +//For information on how to download Transactions, click [[here>>doc:https:xwiki.onecount.netxwikibinviewODDownload%20Transactions%20from%20List%20Wizard]].//
117 +
116 116  **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.
117 117  
118 118  **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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142 142  ==== Include in List ====
143 143  
144 144  (% style="margin-left: 30.0px;" %)
145 -[[image:attach:media_1433874473732.png||style="vertical-align:center"]]
147 +[[image:attach:media_1433874473732.png]]
146 146  
147 147  (% style="margin-left: 30.0px;" %)
148 148  (% style="color:#000000" %)1) Select products by clicking on "Select from list..." to the right of "Please select product(s)/term(s):" This will generate a drop-down list of products/terms to choose from. Once product(s)/term(s) are selected, click on "And" or "Or" button. (%%)Selecting multiple products and clicking on AND will place them all in the AND Logic box. Selecting multiple products and clicking on OR will place them all in the OR box. If you select only one product, place it in the AND box. (% style="color:#000000" %)The left-hand selection box is for AND logic: If there are two products in this box, Product A and Product B, and New and Renew is selected for each, the system will search for new and renewal subscribers to Product A AND Product B. If selecting only one product, it should be placed in this box.
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179 179  While the interface looks slightly different, **Exclude from List** AND/OR logic functions in the same way as **Include in List**. Products can be moved into AND or OR boxes either by checking the checkbox and clicking "AND>>" or 'OR>>" or by dragging and dropping).
180 180  
181 181  (% style="margin-left: 30.0px;" %)
182 -[[image:attach:media_1433874807428.png||style="vertical-align:center"]]
184 +[[image:attach:media_1433874807428.png]]
183 183  
184 184  (% style="margin-left: 30.0px;" %)
185 185  The screenshot below shows the process for setting the criteria to **Exclude from List** all users who unsubscribed from either product between 06/10/2014 and 06/09/2015.
186 186  
187 187  (% style="margin-left: 30.0px;" %)
188 -[[image:attach:media_1433875899581.png||style="vertical-align:center"]]
190 +[[image:attach:media_1433875899581.png]]
189 189  
190 190  (% style="margin-left: 30.0px;" %)
191 191  1) Set different date range
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215 215  4) Select "IN" or "NOT IN". (IN will pull in all users who ARE subscribed to the package and whose subscription will expire within the date range; NOT IN will pull in all users who are subscribed to the package but whose subscription will not expire within the date range.) (Image #2)
216 216  5) Apply Filter. (Image #2)
217 217  
218 -[[image:attach:media_1433881091602.png||style="vertical-align:center"]]
220 +[[image:attach:media_1433881091602.png]]
219 219  
220 -[[image:attach:media_1433882546908.png||style="vertical-align:center"]]
222 +[[image:attach:media_1433882546908.png]]
221 221  
222 222  ----
223 223  
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233 233  In the screenshot below, the demographic filter will pull only those users who have a title of Avionics Tech or Maint. Specialists or Chief Mechanic or Maint. Manager or General Manager **OR** whose involvement in decisions to purchase products/services contains Purchase or Specify or Recommend or Approve. ~*~*
234 234  **(If multiple responses are selected for one demographic question, e.g. in the example above (CONTAINS Avionics Tech, Maint. Specialists, Chief Mechanic, etc.) the responses themselves use OR logic, even if placed in the AND Logic box.**
235 235  
236 -[[image:attach:media_1433883310734.png||style="vertical-align:center"]]
238 +[[image:attach:media_1433883310734.png]]
237 237  
238 238  AND/OR Logic works the same way as it does in Product Selection.
239 239  1) Select demographic question using the drop-down menu.
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271 271  
272 272  ==== Source Codes ====
273 273  
274 -[[image:attach:media_1433963600153.png||style="vertical-align:center"]]
276 +[[image:attach:media_1433963600153.png]]
275 275  
276 276  This filter allows you to include or exclude users based on source code(s). A source code is associated with a record when the code is assigned to an online form that the user/subscriber submits, assigned to an imported list, appended to a URL link, or appended to a smartlink in an email blast. (More detail on Source Codes can be found in the Form Manager section.) You can select to run a count/query based on users who have a specified source code(s) associated with their record or based on users who don't have a specified source code(s) associated with their record. Source Codes are selected the same way that products are selected (see above).
277 277  
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291 291  
292 292  ==== E-Deliverability ====
293 293  
294 -[[image:attach:media_1433963855972.png||style="vertical-align:center"]]
296 +[[image:attach:media_1433963855972.png]]
295 295  
296 296  This filter allows you to include or exclude users based on e-deliverability status: Get Unconfirmed, Get Blacklisted, Exclude Unconfirmed and Blacklisted.
297 297  
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304 304  
305 305  The Newsletter Activity filter allows you to filter counts/lists based on user views and/or opens of specified newsletter campaigns. You can select one or multiple newsletter lists and one or multiple campaigns during a specified date range and get a count of users who opened the campaign(s) and/or clicked on a link. (More specific information on exactly what links were clicked on can be obtained using the Newsletter Analytics in the **Analytics** module. )
306 306  
307 -[[image:attach:media_1433963906337.png||style="vertical-align:center"]]
309 +[[image:attach:media_1433963906337.png]]
308 308  
309 309  (% style="color:#000000" %)1) Select the date range.(%%)
310 310  (% style="color:#000000" %)2) Use the drop-down menu of e-newsletters to select a newsletter(s) – click where it says "Choose Lists" to bring up the drop-down menu – then click "Get campaigns" button. This will load a list of all newsletter campaigns sent during the specified date range.(%%)
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318 318  
319 319  (% style="color:#000000" %)The screenshot below shows the count for users who have Opened AND Clicked on Campaigns #2810, #2707, #2611, or #2279 in Daily Aviation News or Daily Aviation Brief newsletters during the date range of 02/01/2015 - 02/14/2015.
320 320  
321 -[[image:attach:media_1433964371712.png||style="vertical-align:center"]]
323 +[[image:attach:media_1433964371712.png]]
322 322  
323 323  ----
324 324  
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330 330  
331 331  In the screenshot below, the system has filtered all users who visited "... .com/md-iq-quizzes.html OR "... .com/md-iq-quizzes.html. These are the pages with the MD-IQ Quizzes on the respective website. (Note that "... .com/md-iq-quizzes.html" is in the "Section:" box, indicating that it hasn't yet been selected by clicking on either "And" or "Or".)
332 332  
333 -[[image:attach:media_1433965068319.png||style="vertical-align:center"]]
335 +[[image:attach:media_1433965068319.png]]
334 334  
335 335  1) Select the date range.
336 336  2) Enter the path of the section of the site and click on "And" or "Or". Clicking on "And" will place the path in the AND Logic box. Entering the path to additional section(s) and clicking on "Or" will place them in the OR box. If selecting only one section, click on "And" to place in the AND box.
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353 353  
354 354  In the screenshot below, the count is showing the number of users own, operate, or lease specified types of aircraft and who have viewed banner ads #1000000000 and #10000000002 from Cirrus Design Corp and Cessna, respectively.
355 355  
356 -[[image:attach:media_1434036518846.png||style="vertical-align:center"]]
358 +[[image:attach:media_1434036518846.png]]
357 357  
358 358  1) Set the date range.
359 359  2) Select the Advertiser(s) from the drop-down menu – (% style="color:#000000" %)click where it says "Choose Advertiser(s)" to bring up the drop-down menu – (%%)then click "Get Banners". This will generate a list of banner ads run by that advertiser in the specified date range.
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391 391  {{/layout-cell}}
392 392  
393 393  {{layout-cell}}
394 -{{panel title="Search All Documentation:"}}
395 -{{livesearch/}}
396 -{{/panel}}
396 +{{panel title="Search All Documentation:"}}{{/panel}}
397 397  
398 -{{panel title="Search LISTS AND REPORTS Documentation"}}
399 -{{pagetreesearch rootPage="Lists and Reports"/}}
400 -{{/panel}}
401 -
402 402  {{panel title="On this page:"}}
403 403  {{toc/}}
404 404  {{/panel}}