3

We want to identify the most active users (eg. those that register to several events, or made several contributions, or signed several petitions).

Is there already a report or a custom search that allow to search users that have more than x activities of the same type?

In the future, can we use the engagement index somehow to identify them?

To make things more complicated/useful, I would like to be able to filter these activities by date, so for instance finding all our contacts that have signed more than 2 petitions in the past year. Is there something existing that I haven't found yet?

3

This may not be a comprehensive answer, but do you have this extension installed? https://github.com/progressivetech/net.ourpowerbase.sumfields

Some of these calculated fields used with advanced search could answer some of your questions.

The benefit of making these items available as calculated fields is that they can be searched in Advanced Search and used as a basis for a smart group as well as for tokens in email and print communications.

Sumfields that are available:

Total Lifetime Contributions
Total Contributions this Year
Total Contributions last Year
Amount of Last Contribution
Date of Last Contribution
Date of First Contribution
Largest Contribution
Count of Contributions
Average Annual (Calendar Year) Contribution
Date of Last Membership Payment
Amount of Last Membership Payment
Name of the last attended event
Date of the last attended event
Total Number of events
Number of events attended
Events attended as percent of total
Number of no-show events
No-shows as percent of total events
Number of turnout attempts
Number attended from turnout attempts
Number noshow from turnout attempts
Attended as percent of turn out attempts
No-shows as percent of turn out attempts
  • 1
    Hi Zachary, thanks to mention that extension from PTP, it's a really nice one. However, my focus was more on tracking activities. I might end up writing an extension soon – Xavier Dec 15 '15 at 9:20
  • 1
    did an extension come of it? – petednz - fuzion Mar 31 '16 at 8:47

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