Step 4: Analyze > Order

The Analyze page allows you to view the results of your count. Always sort/display the results in the manner in which you will order, as how you view the results here will carry over to the order screen.

TABLE OF CONTENTS

• Save as Count
• Navigate the Analyze Page
• Display and Sum Counts 
• Download Reports
• Select Records to Order
• Important Notes for Selecting Records to Order

Save as Count

Once your results populate, always select "Save as Count"

• This eliminates the need to reanalyze the count if your screen times out or you enter the count again later in the same day
• If you enter the count on a different day it will need to reanalyze to allow for opt-outs
• *Note, the system assigns a different Job # for "drafts" and "counts". Once you click "Save as Count" the number shown on the Agency Dashboard will update, but it will not update on the Project Details summary until you exit the count. 
• If you need assistance, always include the Job # in your email to clientservices@dpddata.com and always "save as count"

Navigate the Analyze Page

1. Results
2. Job #
3. Display Counts By
4. Sum Counts By
5. Download Report
6. Select Records to Order
7. Client Name
8. Client Menu
9. Creating templates

Display and Sum Counts 

"Display Counts by" determines which field will be displayed on your results to be summed. 

• Whichever field is selected here will also be displayed on the order page and on any downloaded reports. 
• We recommend using the geography attribute used in your criteria as the "display by" option.
• Options include:
  • County
  • State
  • Zip Code
  • Miles from Zip
  • Credit Score

"Sum Counts by" determines which attribute the results are summed by. We recommend never changing this from "Segment" as the order page will only display by segment

We recommend always setting "Display count by" as the geography option used in your criteria and "Sum counts by" as "Segment"

Download Reports

A report of the count and results is available to download. The "Display Count by" and "Sum Count by" options selected will reflect in the report.

1. Select the "Download Report" drop-down
2. Select the report option
   

• Download Count Report: A PDF of the criteria used and the results as seen on the Analyze page
  
• Download Count CSV: A CSV of the results as seen on the Analyze page
• Download Count CSV with Criteria: A CSV of the criteria used and the results as seen on the Analyze page 
• Download Zip Count CSV: A CSV of the criteria used and the results containing zip code, primary city, primary state, and radius (miles from zip). This option will only be available if your count uses zip code and radius and the recommended option "Distance from center of Zip Code to Center of Zip Code" option in its geography.

For assistance on geography, refer to the geography section of the article Step 3: Make Selections or contact clientservices@dpddata.com

Select Records to Order

1. Click "Select Records to Order". 
2. The options selected for "Display count by" and "Sum count by" will be reflected on the order screen 
3. Select the records to order
   • Take All: Auto-select all records available in each segment
   • Manually Select: Take a specific number of records from each column within each segment
     1. Click the check box next to "Take All" in each segment
     2. Enter the number of records desired for each column
   • First # of Records: Auto-select the closest records from your starting zip code
     1. Click the check box next to "Nth Across Segment" in each segment you wish to order
     2. Enter a number in the box at the bottom of each segment
     3. The total number of records will be reflected at the bottom right of the screen
   • Nth Across Segment: Randomly selects a number of records from within each segment
     1. Click the check box next to "Nth Across Segment" in each segment you wish to order
     2. Enter a number in the box at the bottom of each segment
     3. The total number of records will be reflected at the bottom right of the screen
4. Confirm the selection method and Total Records Select in the bottom right-hand corner are correct and click "Order Records"
5. Continue to the "Confirm Order" page

Important Notes for Selecting Records to Order

• When ordering from multiple segments, the selection method and an amount must be entered in each segment column
• When using the Nth Across Segment option, the results will select a random number of records across the geography of the segment
• The option to select the First # of Records will only be available if your count uses zip code and radius in its geography