Watch this video to learn how to turn the Encompass Giving Transaction Export and Email Reporting data into easily updateable analytic dashboards.
The dashboards you will build watching the video are:
- Donation Summary with the number of donations, donation amount, average donation amount, top 10 donation amounts, designation breakout, and giving society breakout
- Donor Status with filter functionality
- Events with Donations
NOTE: The video uses Excel for Office 365. If your Excel version is different, you may want to reference these resources from Microsoft for using the “Get & Transform” or “Power Query” functionality of Excel to connect to data.
NOTE: You will be prompted for your name and work email address to access the video.