Reporting and Dashboards allows CharityEngine users to leverage existing, out of the box reporting while also creating new custom dashboards to allow deeper analysis of your donors.

• Queries: What Can I Do with Queries - Locating Contacts Within X Miles
• Queries: What Can I Do with a Query: Donations Within X Days
• Queries: What Can I Do with Queries - Event Registration
• Assigning Groups, Tags, and Opt- In Lists Through Importer (Legacy)
• Trigger Tool – Creating an Opt-In List (Legacy)
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Reports & Analytics: How to Use the Report Builder Tool
• Contacts: Managing Contact Status Types and Priority
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Sustainer Records: How to Deactivate Sustainers in Mass
• Automation & Workflow
• API Configuration: How to Configure your WealthEngine API Key
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Data Governance: Best Practices for Backing Up Data (Legacy)
• Data Importing: How to Import Transactions
• Workflows: How to Bulk Delete Transactions Using Transformation Tool
• Data Importing: How to Import Relationships
• Tributes: How to Clean Up Tributes without Acknowledgees
• Contacts: How to Create and Manage Activities (Legacy)
• Workflow & Automation: Data Governance - Transaction Management (Duplicate Transactions)
• Automation & Workflow: A Basic Understanding of Triggers
• Data Import: How to Import Soft Credits
• Email Activity Tracking within CharityEngine
• API Integration: Configuring API User Account (Legacy)
• Automation & Workflow: Manually Sending Year End Statements to Households
• Automation & Workflow: Using the Import Functionality to Append Data
• Data Enrichment Job: How to Update Address with the Zip +4 and USPS Address Correction feature
• Trigger Tool: How to Auto Assign Contacts to a Household
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration & Reporting(Legacy)
• Reports & Analytics: Overview and Usage of the Reports & Analytics Application
• Automation & Workflow: Modifying a Data Job
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Automation & Workflow: Data Transformation
• Automation & Workflow: An Overview of Triggers & Use Case - Examples
• Data Importing: How to Import Pledge Accounts & Historical Pledge Transactions
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Queries: What Can I Do with Queries - Creating A Transaction List - People, Households, Organization
• In-Kind Gifts: How to Create and Manage In-Kind Gifts - A Comprehensive Guide
• Data Governance: Change Logs
• Data Importing: External Bulk Verification Services
• Automation & Workflow: An Introduction to Queries
• Developer: API - Installing the CharityEngine Public Web API
• Data Importing: How to Import Contact - People Data
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Data Importing: Contacts & Use of Contact Matching
• Exporting Data: How to Schedule an Export Data Job
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Email Campaigns: How to Build Opt In List - Using Query Builder to Segment Existing Lists
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool
• Reports & Analytics: An Introduction to Frequent Reporting Options within CharityEngine
• Trigger Tool – Creating an Opt-In List
• Data Governance: Best Practices for Backing Up Data
• API Integration: Configuring API User Account
• Automation & Workflow: Merge History