Analyze or Reporting Rights

In Fundraising, Analyze or Reporting, users have a pulse-check of how well your organization acquires donors and gifts, completes actions and opportunities, raises money toward campaigns and funds, and much more.

  • If you manage security by group, admins can view and choose whether a security group can access Analyze — and if so, which metrics — under Analyze rights on its record.

  • If you manage security by role, admins can view and choose whether a fundraising role can access Analyze or Reporting — and if so, which tabs under Roles in Control Panel, Security.

Tip: In the database view, you can set record-level security — such as by fund or constituent code — to further limit which information the group's members can access. For more information, see Record Security.