Generate Contact Trigger Sends Report

Problem

You want to see which messages contact triggers have sent to members, by running and downloading the Contact Trigger Sends report in GoLearn Reports.

Resolution

  1. Open the report list

    • In Reports, click the report selector (currently showing Overview) to open the list of available reports.
  2. Select the report

    • At the bottom of the list, click Contact Trigger Sends.
  3. Review the fields

    • The following fields are set by default, and you can add more by clicking the white space in the Select your fields box:
      • Member ID
      • Card ID
      • First Name
      • Last Name
      • Contact Trigger Name
      • Send Date
      • Message Type
      • Trigger Type
      • Contact Info
      • Class Name
      • Class Day Time
      • Teacher First Name
      • Teacher Last Name
      • Course Name
      • Centre Name
      • Region Name
  4. Set the filters

    • The available filters are:
      • From Date (required)
      • To Date (required)
      • Regions
      • Centres
      • Courses
      • Contact Trigger
      • Trigger Type
  5. Run and download the report

    • Click Update Report.
    • The data returns and can be downloaded by clicking the Download button.

Notes

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