🎥 Watch a Quick Walkthrough
For a step-by-step video guide, watch here:
https://www.loom.com/share/6ffb8aca31174555bb9cf2e73ed7e5e8
✅ How to Create a Universe Report
Step 1: Go to Reports
Click Reports
Select Universe Reports
Step 2: Create a Report
Click Create Report
Step 3: Set Your Filters
Select your date range
Choose your tags
Note: Universe Reports are based on tags, so make sure your tags are set up correctly.
Step 4: Generate the Report
Click Generate Report
📈 Understanding Your Report
Once your report loads, you will see:
Total Universe Size (e.g., 78,796 voters)
Total Doors Knocked (e.g., 557 doors)
🔍 View More Details
Click View Report to see which canvassers knocked on doors
Download the report as a CSV file if needed
⚠️ Important Notes
Reports with very large universes (millions of records) may take up to 10 minutes to generate
🤝 Need Help?
If your report doesn’t look right or isn’t loading:
Double-check your tags and filters
If you still need help, contact support