Create a report on your top 10 causes


Cause partners are at the heart of your programs. Exploring the causes your people care about can help you gain insights into your people and better target your programs, communications and relationships.

In Benevity Reporting, you can create a report to view your most popular causes by total donation amount. In the steps below, you’ll create a report of your top 10 causes, but you could also use the instructions for finding your top 5, 20, 50 and so on.

 

Step 1: Create the ad hoc view

  1. Under the menu bar’s Create dropdown, select Ad Hoc View.
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  2. Pick your company name as the data source, and select Choose Data…
  3. Add Transactions, Causes and Users into the Selected Fields. Select OK.
    PD-944-2.png

  4. You will now be on the Ad Hoc Editor screen. On the left are your Fields and Measures. You can explore all of the options available here by clicking on the + symbols to expand the folders. You can drag items from these two sections into the Columns or Rows fields, or right-click the item and add it to the columns or rows.
    PD-944-3.png

  5. The middle section is your report preview, a sandbox for you to watch your report come together, and on the right side is where you will see the Filters that you can add to the report.
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Step 2: Add filters

  1. Start your report by adding a filter for Transaction Type (field) by expanding *Common Fields, right-clicking on Transaction Type and selecting Create Filter.
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  2. In the Filters pane on the right-hand side, make sure that the filter is Transaction Type equals Donation. This will ensure only donation data is being pulled in.
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Pro Tip

Every time you create an ad hoc view, add the Transaction Type filter. Because giving, volunteering and upcoming donations are all reportable together, creating this filter will ensure that you’re looking at the right types of transactions.

 

Step 3: Add Fields and Measures

  1. Under Measures, find or search for Total Donation Amount. Right-click or drag to add it to Columns.
    PD-944-7.png

  2. Under Fields, find or search for Cause Name. Right-click or drag to add it to Rows.
    PD-945-1.png

 

Step 4: Check your currencies 

If you're only using the default currency, skip to step 5. If you need to report in multiple currencies, create a calculated measure to convert them all to a common currency (AUD, CAD, USD, EUR, GBP). 

 

Step 5: Change your data set to full data

In the ad hoc view editor, you can change between sample data, full data and no data. Sample Data lets you design ad hoc views quicker, because the full data set is not pulling in every time you make an update. But sample data is not the complete set of your data.

To switch to full data, open the dropdown on the editor’s toolbar and select Full Data. No matter what setting you have while building the report, all exported reports will automatically export with full data.

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Step 6: Filter the data by top 10 causes

  1. Right-click Total Donation Amount in the column header, and select Filter Top N Values…
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  2. Change the Number of top values to show to 10.
  3. Uncheck Show aggregate of unranked values.
  4. Check Apply filter across all row groups.
  5. Select OK.
    PD-945-4.png

The table will update with the top 10 causes, sorted by highest to lowest total donation amount, as shown in the screenshot below.

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Step 7: Sort the report by number of donors per cause

When you filter for the top 10 by total donation amount, the ranking can be influenced by just a few donors giving large amounts to a few causes. So, a useful measure to add to this report is Transaction User Count, which will count the number of donors per cause.

  1. Under Measures, find or search for Transaction User Count.
  2. Right-click or drag to add it to Columns.
    PD-945-5.png

  3. Now we’ll sort the report by highest to lowest number of donors within that top 10 list of causes.
  4. Right-click Transaction User Count in the column header, and select Filter Top N Values…
      1. Change the Number of Top Values to 10.
      2. Uncheck Show aggregate of unranked values.
      3. Check Apply filter across all row groups.
      4. Select OK.
        PD-945-8.png

 

For additional support, contact us at help@benevity.com.

 

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