- What's Included
- The How-To Steps
- The Legislation Monitoring Report 1-Pager
The most commonly used Policy Report by FiscalNote clients is the Legislation-Monitoring Report. It's the easiest Report to make, and gives your audience an understanding of the entire policy landscape as it pertains to your Issues. Within just a few clicks, share all of the bills your team is monitoring.
- Customizable Logo and Title
Reassure your audience that this policy report was curated just for them.
- Policy Report Summary
Let the audience know what's included and what details to pay attention to.
- Bills by State Heat Map
Share an at-a-glance view of where the largest concentration of policy is originating from.
- Bills by Status and Position Chart.
Show a breakdown of all bills by both Status and organizational Position.
- List of Bills by Issue.
Bills grouped into specific topics or subjects, making it easy for your audience to understand policy themes at play.
The How-To Steps
1.) Click Create Report from the collapsible menu on the left to get started:
2.) Choose all Organizational Issues from the Issues filter, then choose Select All at the top of the bills queue via the drop-down menu.
This step ensures your report will populate with all bills your team is monitoring this session, not just a select few.
Choosing 'Select All' also allows you to refresh this report in the future, capturing both updates to the bills previously included, as well as any new bills added to the report since it was last produced.
3.) Click Create Report on the top right, and choose Weekly Legislative Update:
*The Weekly Legislative Update is a template the FiscalNote team has prepared for you, giving you a head start in the Report creation process.
4.) Customize the report with a logo, title, and summary. The summary should tell the audience what the Report covers, and what details within to pay attention to:
5.) Make the Bills by State visualization a heat map:
*This gives your audience an at-a-glance view of where the largest concentration of policy documents is originating from, by legislature.
6.) Remove Actions:
7.) Make sure bills are grouped by Issue. The default when creating your first Report in FiscalNote will be 'By Issue'. However, the 'Grouped by' default but will change to the last selection made if you've already created a Report. To double check how bills are grouped and/or change to 'Grouped: By Issue', click into 'Bills':
8.) Save when done. FiscalNote will store the finished product under Reports for you to access and share, whenever needed!
No need to recreate the wheel! As is recommended for every Core 4 option, the Legislation-Monitoring Report uses 'Select All' above the bills queue in the Report builder (see step 2 above). This prompts FiscalNote to continue adding bills to the report as you add them to Issues, even after the report has been saved. Create the report once and just click refresh in the future to capture them all!
Most clients refresh the Legislation-Monitoring report on either a weekly or bi-weekly basis to review any new bills, as well as any updates or changes to previously captured legislation.
Countless studies have shown that organizations go through great lengths to formulate even the smallest details of a public image, such as a logo. They are designed to evoke a reaction out of the viewer. Even if subliminal, customizing the report with a logo to make it seem as if it was curated specifically for your audience can have a big impact. A specific title and descriptive Summary further enhance the level of appreciation your readers will have.
Comprehensive, Streamlined Policy Data:
The Legislation-Monitoring Report is the fastest way to make a fully comprehensive report for all legislation being monitored. Removing all Actions fields helps your audience to focus on the policy documents within. The remaining data visualizations only help to enhance the reader's understanding of all policy data shared in the report.