Name: Data-Powered Dedication: Insights & Reporting for Engaging & Retaining Donors
Uploaded: 2025-09-04T20:32:56.257Z
Duration: 52 min 48 s
Description: Data-Powered Dedication: Insights & Reporting for Engaging & Retaining Donors

Transcript for "Data-Powered Dedication: Insights & Reporting for Engaging & Retaining Donors ": Everybody, welcome. Glad to have you joining. So, I already see Tom there in chat. Love to have you all just kinda introduce yourselves and, where you're from. We'll talk a little bit about that here in in just a minute, but, good to have you. We'll we'll give it, you know, maybe a minute at most here. We've got a lot we wanna do, so don't wanna wait too long. But, good to see you all. Hey, everybody. Wanna say hi again. I did earlier, but don't want it to be pure silence here. We're just waiting a few seconds. Let everybody join, and we'll get started. While people are coming in, I guess I will kinda informally start. You see on our welcome slide here, the title is data power dedication, kinda matching our whole theme for our workshops. This is the last one of our four virtual workshops leading up to DonorConnect twenty twenty five, where our theme is dedication and action, so we're tying into that. But as you can tell, this is about, insights and reporting, but I wanted to mention, you notice it's specifically for engaging and retaining donors. So, you know, you can do a lot of different kinds of reporting in SE for different purposes, but just wanna level set, as you can see by the title that we're going to concentrate on the kind of reporting that you can do for engaging and retaining donors. Well, we're a couple minutes in, so I think we're we're good to begin. Hopefully, we'll see some others coming in, but, great to have you all, for this last workshop in our series. I wanna start by just giving you some housekeeping. If you've been on these, previous ones, you know you all are using already the chat, but wanna let you know, that's just for conversation with one another, which we love to see you doing. But if you've got questions as we move along, you know, just related to the content and follow-up, that kind of thing, please use the q and a for that, and, we'll answer those as we have time. We've got, people that are gonna do that during the, workshop. But if we've got time at the end, we'll hopefully track some of those and answer those. And then tomorrow, you'll receive an email with a copy of the recording, and I'll mention the resource that we wanna send with it as well. Alright. Today, here's our speakers. So I'm going to be the main speaker, but, I'm most excited about having Michelle and Brian with us. They are great friends at one of our ministry clients, Turning Point Ministries, and, they're going to share, what they do for reporting and how that works, just in coordination and in addition to what I'm gonna talk at. But I'll introduce myself. I'm Tim Loyola. Most of you, I'm sure, know me and I know you, so it's great to see all the familiar names. Just in case, this is your first time or we've just not had an opportunity to interact, I'm Tim Loyola, been at donor direct for ten and a half years. And, as you can see, I'm director of services, so I oversee our teams that are client facing, that do client services, whether it's implementation or professional services agreements, training, all of that. I have the joy of working with you all along those lines. Alright. So let's get to the agenda. We're gonna look at three things today. First, I'm gonna talk about three ways to gain donor insights in SE, and then Brian will talk about an effective alternative. We'll discuss that together, that's outside of SE. And then Michelle's going to give us some insight on the value that her team finds in having really key donor insights through their reporting. So, again, as I said, excited about their contribution today. But let's jump in, to a poll before we get into the three ways that I wanna talk about. So you can see that the poll is, does your ministry use reporting in SC? And if you see in in, between the chat and the q and a, you should have a poll tab, and we'd love for you to just let us know, how you use reporting, and you see those options and, of course, choose multiple. Love to know some of the ways that you do reporting. Just give it a, you know, a few seconds for you all. I see the votes coming in, so please respond. That's super helpful to know where everybody is at. Awesome. Quite a few using advanced find and segmentation. Core reports is is not, it's it's last of the numbers. I'm surprised but pleasantly so that, you know, a lot of you are doing reporting outside of SE. That's that's incredible. So, yeah, give you just maybe fifteen seconds or so to to complete it. Great. Fantastic. So, just for your info, it was tied between segmentation and reporting outside of SE as the the most frequently used, and then advanced find and and, core reports is is behind the least used, at least among you all here. So great. Appreciate you participating there. Well, let's get on to the three ways that I wanna talk about in terms of reporting tools in SE. The first is advanced find, and I'm gonna specify dashboards. So we've had a virtual workshop on dashboards all by themselves, but I wanna return to that as a a really effective reporting tool, particularly for engaging, retaining donors for that donor management, donor, development. And then segmentation, one of the tools you all use quite a bit for reporting. And then I do wanna rally us a little bit around using the core reports, and I put SSRS in quotes because that is the reporting tool that our core reports and SE use. And, SSRS stands for SQL Server Reporting Services. So we use that Microsoft product, to do our core reports. But let's start with advanced find and particularly with dashboards. And, you can see here that I've I kind of subtitle it, using dashboards for high level comparative insights. So you you can see I've got one example, and, I got permission from a client to use actual client data. Nothing identifiable, of course. And I know you can't read the details, but notice that the name of this dashboard is my donors top project. So if you think of a donor development rep or donor development officer who has a caseload of donors and and they wanna get insights on their donors, if your ministry is also extremely interested in projects, so I know some of you, you know, you may have two, three kind of standard projects and that's not a, you know, an ever increasing kind of part of your donation process, this may not be that important. But if you're a ministry where projects make a huge difference and you wanna know, what do my donors have interest in as seen by the way they donate? Then here's a, you know, bar chart that gives you, here's my my donors' top projects. And you can see in the screenshot, I've hovered over one of the bars, and I can see specifically that 22 of my donors are donating to this project. Now if I were to use this for real, I wouldn't have a project code. I'd have a project description, so I know exactly what that is. And, I'm not a big fan of pie charts, but, you know, here's the same dashboard that is done in pie charts. So, again, I can see real quickly, high level, comparing the projects that my donors are interested in and are donating to. Here's another one. Again, concerning my caseload, here's my top donors this year. So, hey, I wanna know what my top donors are doing in terms of their donations this year, and so here's a a bar chart that tells me, here are my top donors. Again, I'm impressed. This is real data. You know? The third most is I don't know if you can see that, but it's $33,000, this year. And, boy, this guy appeared, you know, the second one over, you know, tremendous giving. So that's encouraging to see. But as you can tell, I can then have a a real high level comparative insight into my donors. Here's another one that moves from chart dashboard to using the graph for the, you know, kind of the activity grid, And, this one is linked to a custom entity. So one of the ways that you can really increase the, use and robust nature of of dashboards is to link them to a custom entity, and this custom entity is called giving profile. And, I know our implementation team has, deployed this to, you know, several, if not a lot of our clients. You may have it. I was working with a, client pretty recently. They didn't even know they had that custom entity, but it was right there. So, you can see this gives you a great insight snapshot. So here's my donors. I've got 18 of them. I could have increased this to show all 18, but in the screenshot, I just kept it at five. And who knows the information I would put? I I was okay putting the last name, but didn't wanna put anything else. And so you can see year to date giving, last year, lifetime. If any of these of my donors were giving, you know, soft giving or related giving, as we call it, that would be listed there, and then their last gift amount and date. So, again, a great tool, not only for high level comparative insights, but here for a snapshot of my donor insight on their giving. So that's Advanced Find, and specifically dashboards. A second one is, segmentation. Second tool. This was, one that you all use the most. And this one, really, is helpful and effective with the output. So you can see I subtitled it for detailed donor insight output. So this is not high level. This is not like a dashboard where you get a snapshot. This is for deeper dive analysis, on particularly the giving profiles and and status of donors, depending on what you segment. That's then gonna be the results. But you notice I have with some help. So we've created some custom output types, is what they're called, but that you can think of it as columns, in that you can have in your segmentation output. So notice the first four that I have listed here. They're they're core output types. Many of you are familiar: first, last, largest, lifetime. What we've done is enhance those to tell you what type of gift. So for the first, last, largest, and lifetime donations, it's, was it a regular gift, was it a related gift, or a non cash gift? So that adds a column to to give you more insight into the giving for those four core output types. And then you can see we have, you know, two others that we've added as custom output types, year to date. And in that one, there's actually all four of those columns that you see bold up there, regular, related, noncash, and then the total of those three. So rather than just a single total, for lifetime as well, by the way, lifetime, year to date, and then last year's giving, You can have four columns with this custom output that tells you what type of giving and how much each type, has. And so, we're happy to deploy these if you don't have them, and you can email donordirect@MinistryBrands.com. Donordirect@MinistryBrands.com, and, we'll we'll be happy to help deploy this for you. So that's segmentation. Just wanted to show you with some help on output, you can have detailed donor insight on the type of gifts, and then, of course, first, last, largest lifetime, and then year to date, and and last year. Now I'd like to talk finally about the third way you can do reporting, which is using the reports module or the core reports in SE, and notice how I've subtitled this one. For flexible user inputs and fixed output insights. So the nice thing about some of the reports, and I'm gonna you'll see I'm gonna mention three of them here in a minute. But the nice thing about these kinds of reports that are core NSE that give you donor insights for for engagement, they have really good flexible user inputs. So you get to control pretty well, what input you put, what parameters are going to be used in the report. The output is fixed. You can't adapt that or edit that as you know it is what it is, and you get that output. But it's pretty valuable information. So, the three reports that I would encourage you to check out are account profile, donor movement, and donor performance index. And you notice I've highlighted the entry parameters, the input parameters for each of these three reports because I wanted to highlight what I just mentioned, the flexibility of the input that you put in. Since all of these three reports are using segmentation as the database, so to speak, from which they're going to report, then it's totally up to you what you choose in a segmentation job. Again, we could come back to my donors. So I run a segmentation job that just has my donors, my caseload, or my major donors, or my mid level donors, or whatever, you know, our lapsed donors, or our donors in Florida, or you know, the options are endless. And so your segmentation job could have 10 accounts or could have, you know, a thousand accounts. You know, Ministry Brands wide, you could use these reports to give you insight into the state of donors more broadly in the Ministry Brands. So, I really appreciate the flexibility in these three reports for that input. And then, of course, the output, and I'm not gonna take time to get into detail on the output. I just encourage you to explore it, but you can see some of the output, for that first account profile. So you can choose four different types of output for that report. It can include account info, so it gives you all the contact information, but it also includes the attributes on the accounts. You can include transactions, and there's a robust way that it presents the transactions. You can include contacts for org accounts and then include summaries, kinda like you have, you know, built into, SE in the account processing module. So, you've got those kinds of results. And then donor movement, folks, you you have all of what you expect for donor movement. You know, upgrade, downgrade, stayed the same, lapsed. It has kind of a side bump feel. It's called renewed donors, as new donors. And, again, depending on your input here, you can see movement, over the last six years if that, is viable in what you have chosen in the segmentation job. And then donor performance index, just shows you how donors are performing over the last four years, and gives you some real date comparisons there. So some great, results, although fixed. You get what you get, when you do that. So those are the three ways that you can, report NSE. Each one of those has some kind of, you know, limitations. They have pros. They have cons, and some of you are well aware of those. And I think even the the poll showing the core reports, you know, not used quite as much. So we we know that many of you are seeking outside ways to report, and so we wanted to give you an example of that. So I'm gonna ask, Brian Kuipers to join me now, and we're gonna talk about, what he's doing there in terms of, turning points reporting. Hey, Tim. Hey. Alright. So let me see here. I would like to stop sharing this because it keeps going back and forth between us. I've stopped sharing. Oh, well, we'll kinda go back and forth here between us over on the side. So, Brian, why don't you start by telling us just a little bit about who you are, what you do at at TurningPoint, how long you've been there, some of your background. Sure. Alright. My name is Brian Typers. I'm a data data analyst over at TurningPoint. I've been there almost two years. Prior to that, I was at another donor direct client called Reasons to Believe. And prior to that, I actually spent twenty years doing software consulting and software training for a DonorDirect competitor, to be, unnamed. Yes. Love it. Well, obviously, the reason we asked you and Michelle to join is because, you know, we talked a little bit about, something that you use outside of SE that you do a lot of reporting with. So love for you to share, you know, what the tool is and why you're using it, why you like it. You know? Yeah. So the tool we're using quite a bit at Turning Point is Microsoft Power BI. So some of you out there may, have some experience with already. We were I was introduced to it probably about a year and a half ago, by a consultant who said, hey. This is a great reporting tool you guys should look into. And so, really, compared to SSRS, it is much more powerful and user friendly. And we're now we we've kinda started using it for, you know, a handful of reports, but we're now a little bit addicted to it. And so our library of SSR reports that we have external to SC, we're now going through the process of actually porting all of those over into Power BI. Got it. And that's that's worth noting. So you guys were writing your own SSRS reports before that, not just using the core ones in SE, but creating ones that fit what you needed. So I think probably for several years, you guys were doing that. Exactly right. Yep. Yep. Well, why don't you there's no time or, you know, really ability to get into it in a lot of detail. But would you mind walking through I know I've already talked to a couple people and told them about this, and they're super interested in knowing, you know, just what are the main steps that you use in Power BI that enable you then to build or create a report? Yeah. So when you first start Power BI report, it basically needs you to connect to a data source, or you can also just write a query. So the way we typically approach a new Power BI report is we will write a stored procedure in SQL. And so that gives us the flexibility to basically go, select which tables and fields specifically we want, in the SC database, possibly even data sitting outside of the SC database. Yeah. And so that stored procedure, is gonna have, you know, the fields we want, maybe some calculations already going on ahead of time, which makes the the report writing even easier. And then when you first create the report, you basically just say, alright. I wanna execute this store procedure. And then what it does in yeah. Go ahead. Yeah. Hang on. Because I was curious about that. So you're not, like, using the stored procedure to create a table in the database. It it actually when you run the report then, it's going to execute the stored procedure. Exactly. Yep. Okay. Yeah. Yep. I'm wondering about that. Yeah. Go ahead. And so when you are in the report writing mode in Power BI, over on the right hand pane, you're gonna basically have all of the fields that, were just brought back from executing that store procedure. Mhmm. And then, and then the tool is really, really incredible the way you can just drag and drop those fields into tiles or charts, and basically kinda envision a dashboard where you're just kind of, you know, deciding where you want things, and it's very, I don't know, just more aesthetically pleasing than SSRS when you're you're building things and and looking at things. It's it's a really nice tool. So then you're, you're working completely in a cloud UI kind of program when you're working in Power BI. There's not a technical back end that you need to know and get to in order to write these reports? Right. So there's a there's the report writer's side, which is the, the tool you need to create reports. And then the users, of those reports, they'll have basically a web dashboard of all reports that have been shared with them. And so, of course, there's security around the reports that you can implement. And, see if there's one else I gotta say there. So yeah. Yeah. Yeah. I think when we talked, you were mentioning, one of the ways you share this is you can send a link to a user. Right. So what in from the report builder itself, let's say there's three users I want to have access to this report. I just hit the share button, put in their email address, and then they have access to that report, and nobody else would. At TurningPoint, we do have a Power BI, admin to set up various security, rights for different people, different departments. And so when they go into Power BI, they'll have a folder structure, and they can see those reports that have been created that that they have access to. They just literally click on the link that looks kinda like a hyperlink. You know, it's all web based, and then you're brought to the screen with those parameters that you enter to then get your report. Yeah. That's awesome. I'm gonna ask you this. I'm doing it on the spot. Yeah. Like, in a given month or so, how many reports are you writing right now? You know, maybe you're in that writing mode. You know, honestly, not that many. Maybe just a handful. We have there there is somebody else at Turning Point who's going through that migration process right now of turning all of our SSRS reports, into Power BI. And so as new requests come in for new reports, you know, I'm I'm tapping some of those. And, you know, it's it's interesting because it's such a great tool that even our HR department has come to me, and this is now data that is not even NSE. They have said, hey. I have a little database over here, some flat files over here that have new hire information or that sort of thing. And so I've built even them a Power BI dashboard that they can view that information in a much more, you know, pleasing way, honestly. Yeah. User friendly way. Yeah. You know, that reminds me too because you had mentioned when we talked that the data source for a report can even be an Excel spreadsheet. So Yep. Doesn't necessarily have to be, you know, the entire SE database or even a stored procedure that's executed. Yeah. It can be a flat file, like you mentioned, or an Excel. So, yeah, a lot of options there. Yeah. The hard part about using those, and I I I have done it, is is getting the data refreshed. So, obviously, if it's stale data like that, you have to refresh that. That's true. But Power BI has a really nice, tool for setting up, you know, scheduled refreshes on whatever, timetables you want. And so when you wanted to just literally re execute that store procedure every three hours, you can do that, you know, that sort of thing. Yeah. Well, great to get that high level picture of how you're using it. So I don't know that you came to TurningPoint as a Power BI expert. So, what kind of training have you gone through in order to be able to build reports in Power BI? So I don't think I'd ever even heard of Power BI, two years ago. And so when we first started using it, I was kinda shown the basics by somebody. Like, hey. Here's how you just kinda start a report. Here's how you can, you know, create some graphs. And after that, it's really just been self teaching using YouTube videos and just googling. Hey. How do you do this in Power BI? It is it is pretty user friendly for the basic stuff, and there's a ton of YouTube free YouTube videos out there that I I use a lot for that sort of thing. There, obviously, is a lot more advanced stuff you can do in Power BI, and, they've got its own even little programming language you can put in there for for creating new formulas and calculated fields and so on. And I don't know that very well, but I've actually used some of it by just finding of those answers online. It's like, hey. I wanna do this. And somebody out there has already done that, and they're they're posting exactly how to do that sort of thing. Great. Yeah. Thanks. I couldn't help thinking. I wonder how, AI might help. You know? Hey. How do I do this in Power BI and see what happens? You know? Yeah. I haven't tried that yet. Yep. Awesome. Well, thanks, Brian. Appreciate it. Very helpful. I think encouraging for everybody here. So appreciate it. And so we'll ask Michelle to join here and kind of follow right up. So Brian's and and maybe others are are creating these reports, but, you know, you're the ones, that are using them. So let's start same way we did with Brian. Just give us a little insight who you are and what you do at Turning Point, how long you've been there. I have been with Turning Point for nine years. I work in the donor development department. I am a my my official title is philanthropic partnership manager and data specialist. So I get the the joy of managing a portfolio of our our donors, and then I get the joy of assisting my, coworkers on, helping them manage data. You know, I I pull data. I give it to them in a a pretty fashion, based on what they are asking for. Yeah. So would you say that you know, so you have kind of a specific role of of data management there. So is it very few of the team that's going into Power BI themselves, or is it in addition where they can also ask you for help on on getting some reporting to them? Yeah. So Power BI is is new. Just recently in the last, I don't know, probably, like, six to eight weeks have the reporters, moved over from dashboard the reports that, we use for donor development. So just recently, they all moved over. And, I would say the majority of the team does does not have access to Power BI at this point. And Right. No. Not even to the dashboard because because we have such a robust amount of, report, it's easier for the team to, rather than knowing what each individual report can do and can pull and and where it it's stored. And and then, you know, having me know where they all are and and pull it for them has become a much easier. And, you know, especially for our traveling reps, you know, they're they're on the road. They don't have time to to stop at the the Starbucks and pull out their computers and so it's just easier for me to pull it for them. Yeah. So, you had mentioned to me one particular report that I thought was pretty interesting. And so Yeah. Love for you to talk about that one. And then, what you do with that report to help, you know, your team with it? I think it's really fun to hear. Yeah. So, the report that we probably use the most often on the development team is we have called data version summary three. But, essentially, I call it the the kitchen sink report because it pulls everything that you can you know, under the sun that you want to know you're your donor. It has their first and last name, their salutation, what state they live in, what their twelve month giving is, the the last communication record you entered in, whether or not they, when their last gift date is, their largest gift their largest gift date, you know, calendar year, where they're at, last year's calendar year, where they were at at this time, phone number, email, address. So the kitchen sink. Their Wells Engine, data is in there as well. So, our reps, the the major donor reps, they receive a fresh copy of that monthly to help them keep on track and maintain where their conversations are at and where their partner's giving is at as well. They can see that right there in the report. And, for our mid level reps, they they use it to manage because our mid level reps like, they have about 500 people they're managing. And so they receive theirs quarterly because every quarter, it's their responsibility to make sure they they speak with or write to or email their donor at least one time. So it helps them manage and stay on top of that, and it it's really fun because I can sort it for them. So, you know, come December, when I give everybody their, you know, their fresh report, I will, take their portfolios and I will sort them by December giver. So I can, like, look up and say, okay. Did they give a gift in December or not? And so they can, you know, reach out to those donors first to make sure they get to say Merry Christmas to them, but also just like a a hi. We're here, and it's December. So and our you know, we have a lot of donors that are very generous in that month, and I'm sure as is everyone else. So, I'm able to, you know, send them that spreadsheet to look a certain way and to be sorted how leadership wants them to maybe manage their their portfolios at that time. So are you, you know, I know there's some general ways like you're talking about, but then do you you know, do you have folks on the team that are saying, hey. Can you make it this way, or can you Yes. Adapt it for this? And what what, like, what exam you know, just give it one or two examples maybe of requests you get from different team members. Yeah. So okay. So one of the the main things that, our major donors will ask is they'll, you know and you can utilize Advanced Find for for this or segmentation, but they often when they're traveling, they're like, okay. I'm gonna be in Michigan for three days, and I'm gonna be visiting two partners, but I have time for at least one more visit. Michelle, can you pull me a report of some of our donors in this ZIP code, so I can, you know, see if I can get a visit with them? Say hello, have coffee, thank them for their support. And so that's really fun. So what I do is I'll go into segmentation and I'll pull the you know, I'll get the output, and then I will take those account numbers. And we have a tool. I put them in that tool, and, then I can pull the kitchen sink report, with that specific subgroup of, donors for them to to look at, and then they have all the information that they they need on those on, you know, the people nearby. That's awesome. Yeah. I love that. Yeah. And you mentioned something too that I think is worth noting about sorting Mhmm. To help help them know who not to contact as well, you know, like, making sure. Yeah. Why don't you just mention that a little bit? How that Yeah. So, you know, we all know our donors, but, like, we have what we call contact methods, and that's also on the the kitchen sink report. And so, you know, sometimes you'll call somebody and you get a hold of them, and they're like, you know what? Love Turning Point. Love doctor Jeremiah, but I work during the day, so it'd really be best if you emailed me. And so we have their phone number, and our our job really is we're outbound calls. You know, we want the call because a a live call is amazing. Emails are great, but I think everyone kinda, you know, understand, like, a conversation is a conversation. So but what I might do is I I'll add that contact method and say, you know, like, kinda like email only. And so, that'll be there. And so I can sort and make sure that I'm not, like, accidentally, you know, calling them when they've pretty much asked me to just keep them email specific. So that's nice to have. And, you know, like, for myself, I I've my caseload is mostly on the East Coast. So, you know, having the state on that spreadsheet is really nice because I could come in the morning and sort and make sure that, like, Florida or Pennsylvania or, you know, Virginia is on the top of my spreadsheet in my, you know, Texas account. Like, they're at the bottom, so I'm not trying to call Texas too early. So that's another way people will sort and manage that. Right. Great. Well, thanks, Michelle. I I wanna close our time by not missing out on the obvious here. So, you know, it's been implied this whole time, but, you know, what's the purpose or the the value of kitchen sink report and the reporting to you and your team? What role does it play for you? Well, I think the biggest role it play you know, it it keeps us organized, and it keeps us, you know, making sure that we're not contacting someone a little too much, you know, because having that last calm date, you you know, because the goal really is for, you know, four to six touches a year. Because if you're because that that's every other month if you think about it. We don't want we want to have a good relationship with our with our donors. And so, having all that information available to you and and, like, even just, like, thinking about, okay, this is the largest you know, you've seen your spreadsheet, this is the largest gift. Okay? So your donor's largest gift is 5,000, and then all of a sudden they give a $10,000 gift. That's noteworthy. That's super worth the the extra phone call or maybe sending out a a a special card. Like, wow. Thank you so much for for being so generous, like, above and beyond. Mhmm. So, really, it's you know, when you're looking at, you know, the spreadsheet or you're looking in student enterprise, at your donors, it's like you want to make it special. And so having all that information at your fingertips helps to do that because you don't want them to feel like you're saying to them the same thing you're saying to everybody else. Because the especially the donors that we're talking to in the development team, they're our most generous donors, and they're really engaged. And so we want to to honor that and and treat them special. Yeah. That's fantastic. Thanks, Michelle. Appreciate it. Mhmm. Great. Alright. So we're going to, finish our time here by looking at some, of the key takeaways that come from these three things that we looked at. So, you know, the first one is take advantage of the key strengths of different reporting tools in SE. None of the three, advanced fine, segmentation, core reports, can be the be all, end all. You all know that. But knowing the strengths, really makes them good tools to use. Of course, you guys are already by the poll using alternative reporting tools, and so by all means, we love to hear creative ways that you all are finding to report from SE or in addition to SE where it's needed to gain those really critical donor insights. And then, you know, from Michelle, we're all reminded, use current donor data. Maybe, you know, sort it right, has the right information to effectively grow and retain your donors. So hopefully that's some valuable help. Alright. Well, before we we get into some q and a and I don't know. I've I've been kinda looking over there. Hopefully, we've had some q and a. I'm gonna see if we have any unanswered questions. But before that, we like to end our time with a survey that that, you know, lets us know how we did. So if you would, please, I'm gonna launch this survey. So let's see here. So, hopefully, it's in your panel there. And if you would just, take a minute and and complete that, we'd appreciate it. I'm looking forward especially to any other topics you all would like. So please take some time there. We'd love to know how we can serve you best. So, your feedback is super helpful as we plan more virtual workshops. Alright. Hope most of you have gotten through it. Appreciate it. I'm gonna close it. Great. Alright. I I wanted to let you know, I told you at the beginning we would be sending a resource, so here it is. In our follow-up email, most likely tomorrow, we wanna send this resource out, a nonprofit leaders guide to building loyal donors. Great ebook resource. Hopefully, it'll have some valuable tips, things that you can really use to engage, retain, grow your donors. Hey. We also wanted to let you know that, you know, in a month, just about a month, we will have DonorConnect twenty twenty five. But I wanted to let you know, something we're super excited we've never done before, but we have approval now as a CFRE provider, and that is, that's for actual fundraising executive. I think it's a certified fundraising executive, the CFRE. And, you can get credits, for attending the conference, and just about all of our sessions have been approved. So you attending the conference, could really help you, gain some CFRE credits, so we wanted to let you know about that. If you're still on the fence about registering, hopefully, this will be an encouragement for you to do that. And self explanatory, but I'll mention it. There's a QR code that will take you to the registration site, so give you a chance to grab that. And, while we're doing that, looking at some q and a, from John, are core reports updated with new SE releases? The core SE reports are static. The if you mean by updated, are we adding any? We have not added any core reports. So they are what they are there. So, Kevin, do we just put in a support ticket to get current reports? So, yes, if your current core reports are not available or not working correctly, yes. Please submit a support ticket and get that fixed, get them working. We just did this recently for a client. A lot of the core reports were visible when you searched, but they wouldn't run when you tried to run them, so that would be for sure a support ticket. Can you walk us through some more examples, Candy? Examples of not sure. So you can follow-up, on that. If you need examples of, like, dashboards or yeah. Really, dashboards are great for higher level, you know, picture snapshots. So I think one of the best uses is to say, here are the six things I wanna see about my donors, and then creating a dashboard that will grab that data. We can't get into detail here about how to create an advanced find view. We did do a, workshop earlier on advanced find, so it'd be great to go back and listen to that. Go to the help center, Or, by the way, email donordirect@MinistryBrands.com if we can help connect you to a previous workshop recording. But, yeah, it's finding out what fields you wanna see, and then, you know, making a view that will create the dashboard. I'll tell you two of the use cases for me that are most helpful to think about in terms of advanced find views and dashboards are either amounts. So it's I wanna see donation amounts. So having those kinds of amounts that I I mentioned. And then the other one is numbers. How many donors do we have that are giving to this or that have given this year or you know, so numbers of donors, I think that's a helpful use case. So just a couple of, things there that might help you. Alright. I think that's it. Well, hey. Thanks for attending today. We appreciate it. Hopefully, it's helpful in this critical topic of, reporting and having insights that enable you to really get a good picture of your donors and be able to, you know, relate better to them, engage them, and see them grow in their commitment and and generosity to your ministry. So thanks for attending. We'll see you all next time. Take care. Bye.