Reporting
Use Lists to export the data needed to create the reports and meaningful dashboards.
Donorfy Dashboards: Giving stats
Visualise your data, at a glance in Donorfy, using Donorfy Dashboards.
Dashboards OverviewFirst steps in how to create Dashboards and what options are available.
Giving StatsLearn how Constituent Giving Stats help you understand supporter giving behaviour and how to use these values for reporting, segmentation, analysis, and donor development.
Donor Pyramid and Giving StatsLearn how the Donor Pyramid works, how bands are calculated, and how to use pyramid levels within Lists for reporting and segmentation.
Lists
View the information about Constituents and financials in your database with Lists.
Lists OverviewA deep dive into the first steps on using Lists, benefits and recommendations.
List TypesLearn about the different List Types in Donorfy, what data each one works with, and how to use them for querying, segmenting, and reporting.
Download a ListLearn to create reports and more using the Download List feature.
Create a Report from a ListExplore producing reports from a List.
Archive All Constituents on a ListArchive constituents in bulk.
Constituent Giving Stats available within ListsLearn what each Giving Stats field means when building Lists, so you can filter and display financial contribution data accurately.
Lists FAQsFind answers to common questions about using Lists in Donorfy.
Resolve the “SyntaxError: Unexpected token < in JSON at position 0” MessageLearn how to resolve the Syntax error that appears in preview of a List.
Create and Use Visualisations in ListsUse visualisations in Donorfy Lists to summarise, analyse, and present your data in both list and chart formats.
Visualise Data Using ListsCreate charts, summaries, and insights from your Donorfy Lists using the Visualisation tab.
List Tags: Categorise and Organise your ListsLearn to organise your Lists for easy to find, structured data and improved reporting.
Reporting and Visualisation Tools
Advanced reporting using the Data API for interactive, informative dashboards and reports.
Donorfy Data Service (OData)Learn how to securely access Donorfy data using OData.
Use Excel with DonorfyLearn how to analyse Donorfy data in Excel.
Use Power BI with DonorfyLearn how to connect Microsoft Power BI to the Donorfy Data Service to build visual dashboards and reports.
Use Tableau with DonorfyLearn how to connect Tableau to the Donorfy Data Service.
Use Pebble Reports with DonorfyLearn how to connect Pebble Reports to Donorfy to build custom reports.
Changes to columns in the OData feed: Spring 2021Learn about the latest changes in the columns of the Odata feed.