Create a report on your popular cause categories

Looking at which cause categories your people are engaging with, especially those you might not know a lot about, can help you strategize about your long-term program goals. Some common examples of cause categories: animal rights, environment, housing and civil rights.

The cause categories in your data are based on government categorizations of causes, such as the Internal Revenue Service’s National Taxonomy of Exempt Entities (NTEE) in the United States.

Create a report to see which cause categories are most popular among your donors, by viewing those that receive the most donation dollars.

 

Step 1: Create the ad hoc view

  1. Under the menu bar 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 pane, and select OK.
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  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.
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  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 any filters you have added 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, and right-click or drag it to Columns.
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  2. Under Fields, find or search for Cause Category. Right-click or drag to add it to Rows.
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Step 4: Check 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: Sort your list to find your top cause categories 

Right-click on Total Donation Amount in the column header, and select Sort Descending.

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The categories will now sort by highest to lowest donation volumes. The top categories may or may not be surprising to you. Is Education at the top? We find that it often is! What becomes more interesting is filtering down to employee segments to see if there is a difference in interests across different groups.

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Step 7: Add employee segments to dive deeper into groups

  1. Under Fields, expand the Users folder and then Custom Fields or Profile Fields.
  2. Pick a field that you would like to filter, right-click and select Create Filter.
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  3. Select Apply from the bottom of the Filters pane.

Try This

If you want to pick multiple fields, change the filter to is one of and then select multiple values. In the example below, multiple office locations were selected.

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What are the top cause categories for this subset of users? Test out other employee segments to explore their top cause categories as well!

 

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

 

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