Step 7: Layer on Automations and Reports

Only after all of the record, gift, and qualitative data has been imported can institutions start to meaningfully layer on automations and start constructing reports. For these elements, school's should leverage configurable join bases

Examples of common automations to build include:

Typical reports and queries that institutions create include:

  • Scheduled gift query to the general ledger
  • Daily gift report
  • Year over year production report
  • Gift officer portfolio metrics
 Best Practice—If possible, wait until the daily operations are underway—in a more manual way—before starting the automation process. Once the institution is comfortable with the general setup of the database, fold in automations and reporting to support the team.




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