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Reporting and Dashboards
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.
Articles
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
Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
People App: Managing Contact Status Types and Priority
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
Workflows: How to Bulk Delete Transactions Using Transformation Tool
Data Importing: How to Import Relationships
Tributes: How to Clean Up Tributes without Acknowledgees
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
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
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
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
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
Reports & Analytics: How to Use the Report Builder Tool
Data Importing: How to Import Transactions
Automation & Workflow: An Overview of Triggers & Use Case - Examples
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