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Grids, Dashboards, & Software Functionality
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Advanced Analytics
Advanced Analytics
What is the Advanced Analytics button for?
The Advanced Analytics tools are designed to easily become a part of your Business Intelligence Solution. These tool can allow you to: Schedule View Reports Use your saved Views from your various Grids to schedule one-time or recurring excel reports delivered via email to your d…
How can I edit my Advanced Analytics Pivot Tables?
Pivot tables allow you to summarize your data and is available on the following grids: - Constituents - Transactions - Events - Memberships - P2P Dashboard - Volunteer Registrations - Auctions - Time Tracking In the software, pivot tables are used to present summary information,…
Geo Search Filter
Advanced Analytics offers a Geo Search option which will allow you to filter your data based on your constituent’s default address. This can help you identify constituents in a specific area on a map for mailing, emailing, and reporting purposes. Selecting the “Geo Search” menu…
Scheduled View Reports
On any of the main Grids that support the View functionality there is a new “View” menu option called “Schedule Report”. This menu option will allow you to schedule an export of a specific View to be delivered via email to a desired recipient. For Advanced Analytics subscribers…
Email Preview and Spam Test
The Advanced Analytics subscription allows you to run a Preview and Spam Test on your email campaigns before sending them out. - The Preview test includes the ability to see your email template displayed across 100 different devices and email clients to ensure every recipient se…