The Reports section will help your office keep track of constituent correspondence and casework from the Fireside CRM platform. We offer a number of reports that will allow you to view mail turnaround times, mail volume, constituent interests, staff productivity, and more.
This page shows the total amount of mail received for the ten most active zip codes, cities and counties, as well as the ten most popular issues. By clicking on the rows in the table, or the bars in the chart, you can view additional information about that row.
When a single chart is visible it refers to the outer-most set of data in this report. When two charts are visible on this page the left-most chart refers to the outer set of data and the right-most chart refers to the inner set of data.
Hovering over the bars in the charts will give additional information. You can click on the left-most or single chart to load the inner set of data.
Value Not Specified
When this text is present in a row it indicates that there are message in our system that are not associated with an issue. For geographic reports, this value indicates that mail was sent from constituents for whom there isn't a city, state, or zip in our system.
Mail by staffer for a specified time range.
Open letters at beginning - Mail that was previously open at the start date.
Mail received - New mail received between the start and end dates.
Mail completed - Mail that was closed between the start and end dates.
Open letters at end of period - Mail that is currently open or that was closed after the end date.
Breakdown by staffer of the length of time that currently open mail has been in the system.
Total Open - Count of all open mail.
Avg Days Pending - Average number of days that currently open mail has been in the system per staffer.
Breakdown by issue of mail received and completed within a specified time range.
Name - Issue name. Subordinate issues are listed below and indented.
Total - Total number of times that this issue and all subordinate issues were associated with incoming mail.
Breakdown of the types of correspondence received and sent for the specified period.
Inbound Mail - Type of correspondence received.
Outbound Mail - Type of response sent.
Mail Form Letters
Breakdown of mail sent by Form Letter used.
Breakdown of the bills associated with correspondence received and sent for the specified period.
*Because a single piece of mail can be flagged with multiple bills, these figures do not reflect the actual volume of incoming correspondence. Instead, they should be used to gauge the relative occurrence of bills associated with your correspondence during a given timeframe.
This report shows a count of all inbound correspondences logged by each staff member who logged at least one. The count is broken down by the type of correspondence received.
Casework by staff for a specified period.
Open cases at beginning - Count of open cases on the start date.
Started cases - Count of cases started after the start date and before the end date.
Completed cases - Count of cases closed after the start date and before the end date.
Open cases at end of period - Count of cases started before the end date that are currently open or closed after the end date.
Aging information for open cases grouped by county.
Case aging information for all open cases grouped by staff member. Staff members with no open cases are not included in this report.
Total Open - Count of all open cases.
Aging information for open cases grouped by agency.
Open cases for VIP constituents.
Closed casework by staff for a specified period.
Favorable - Count of open cases closed favorably in the specified time period.
Unfavorable - Count of cases closed unfavorably in the specified time period.
Neutral - Count of cases closed neither favorably or unfavorably in the specified time period.
Total - Count of cases closed by this staff member in the specified time period.