Actions Analysis

With actions, fundraisers can track the interactions and tasks required to cultivate their relationships with constituents. To quickly assess the overall activity of your organization's fundraisers, select Fundraising, Analyze or Reporting, Actions for a dashboard of key metrics. For effective relationship management, use this analysis to track the completion of actions and inform your next steps.

Tip: To view the Actions dashboard in Fundraising, Reporting, select Add , Actions, Open.

Tip: By default, the metrics under Actions include all actions. To include only actions that meet specific criteria, such as by their assigned fundraiser or status, use the filters. For more information, see Actions Analysis Filters.

Tip: To view a list of records included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

For deeper analysis of a fund, select its name to open its record. For more information, see Fund Records.

  • To easily apply frequently-used filters to the dashboard, select the filter criteria and then save their view for your personal reuse. For more information, see Saved Views of Dashboards.

  • To review the dashboard offline, download it as a PDF, or automatically receive a PDF as an email on a regular basis. For more information, see PDFs or Spreadsheets of Dashboards.

Note: Hang tight! It may take up to three hours for Analyze metrics to update based on new or edited information.