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:
- Record Status (Donor, LYBUNT, SYBUNT, etc.) - using person status rules
- Giving Levels & Societies - using populations
- Affinity Group Populations - using populations
- Donor and Alumni Engagement Scoring - using field rules
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
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