Report Progress - Actions Exports

1. Introduction
2. Video
3. Building an Actions Export
4. Actions Exports - 1-Pager

Introduction

Every stakeholder engagement has a purpose.  Whether meeting to simply build a relationship or to promote a specific bill, FiscalNote lets you track these engagements with Actions.  But how do you report your activity progress?  

FiscalNote's Actions Exports lets you slice and dice the data for any measurement you need.  Use filters to report on all Actions during dates in which states were in session, or find all activity related to a specific Issue.

Video

Building an Actions Export

When required to measure your total efforts related to a single item such as a specific Issue or Stakeholder, we recommend using Actions Exports.  The filtering options make it easy to pull a list of all the records that you need.  For example, if you and/or your team is using the Label LD-2 to track lobbying engagements, use the label filter and apply LD-2 as your preference:

Next, use additional Filters to find lobbying activity for a specific time frame or Issue, for example.  When done filtering, click the Export tab on the top right of the screen to produce a comprehensive Excel or CSV file with all the data that you need:

Choose your file type (.CSV or Excel XLSX), give your file a name, then download.  The final copy will resemble this:

Actions Exports - 1-Pager (Click here to download)