Big River provides reporting and analytics capabilities throughout the platform, and automatically filters and aggregates data depending on the context.
All reports and analytics allow for export to Excel. Most reports allow for specification of columns. Relevant reports allow for filtering. All using common controls.
Lists of entities in Big River, (Contacts, Transactions, etc.) are presented in a common form that allows for filtering, sorting, changing columns, and exporting to Excel.
The initial set of columns is predefined by the application. With a few exceptions all data in an item and a level down into supporting items are available. For example in a list of transactions, all transaction fields and contact and payment fields are available.
A user can save a search for later recall - this saves the filtering and columns as a named sublist that is shown on the left have side menu in the context of the original list type.
Dashboards & Reports
The system supports reports and dashboards in three contexts:
- In the scope of an entity or list
- In the scope of an aggregation across entities
- From a list of available reports
In the first two cases the reports are automatically filtered to the context of the entities or list, and the list of reports and dashboards presented is relevant to the entity or list. Predefined and automatically generated reports are presented. Reports are entities in the system database - they are not hard-coded into the application. New reports and dashboards are released periodically.
Reports combine data from multiple data sets, can contain multiple representations (tables, charts).
All Dashboards include summaries, detailed reports, filtered reports and crosstabs:
Embedded Dashboards & Reports
Some reports combine summaries, charts, lists and links to system functions into Dashboards. Dashboards are designed with specific purpose in mind:
DONOR COMMERCE OVERVIEW (Home Page)
Shows YTD performance across the entire platform. Graph indicates month to month intake. The left hand column shows a list of donor commerce pages with the amount raised and the number of transactions on each. The column to the right is a live feed of incoming transactions. Inset box highlights key metrics.
PAGE / ACTIVITY / ITEM OVERVIEW
Shows performance on a single donor commerce page, activity or item. Total raised on that page is indicated at the top. Graph indicates month to month intake. Chart below is a live feed of incoming transactions on the page. Reports will be presented that are specific to the type of item or automatically filter to the context of the item.
Operational detail to support day to day management.
TEAM CAMPAIGN MANAGEMENT
Shows progress to goal for a team campaign along with key stats and prompts to guide the campaign manager. Tabs along the top indicate other functions available in the dashboard - Campaign Page Edit, Communications Management, Donor Management, Team Management, Sharing Tools and Reports.
TEAM LEADER DASHBOARD
Shows progress to team goal as well as key stats and prompts to guide the team leader to reach the fundraising goal. Tabs along the top indicate other functions available in the dashboard: Team Page Edit, Manage Donors, Manage Teammates, Sharing Tools - a similar dashboard is present for team members, only the ability to edit the team page is removed.
EVENT CHECK IN
Operational level detail to support the registration desk at an event
A DRIVE automatically aggregates transactions from selected forms and items into relevant analytics. The timescale can be customized into pre, during, and post phases (think of the private and public phases of a capital campaign:
The main dashboard combines high-level summaries, group summaries across different dimensions to provide quick information. Detailed reports are automatically filtered in the context of the selections in the DRIVE, and are generated from a predefined list and automatically augmented.
Automated Report Generation
Any Contact, Transaction or Item can be extended with custom database fields. These are similar in effect to Attributes in RE, with the exception that the schema must be defined - these fields will be common across all Contacts in an account, or Transactions within a particular form, or across all ordered Items of a particular type. There is no ability to arbitrarily add name/value pairs to individual items.
The reporting engine automatically generates summaries and cross tabs across these extended fields. You don't have to write custom summary reports on your custom fields.
Custom dashboards and reports can be created in response to specific customer scenarios.
Heat map showing when during the day specific levels of donations most likely occur.
Analytical dashboard showing types of constituents by state, to be used for solicitation planning:
Detailed analyses for understanding donor behavior and trends:
Big River sends detailed page view, click and eCommerce information to your Google Analytics account. Within Google Analytics you can analyze:
- Acquisitions per page and campaign, telling you what appeals, ads and searches drove traffic to your pages.
- Conversions per page and campaign, telling you the dollar value of your pages, appeals and ads.
- Revenue per item or item type across pages or campaigns.
- Heat maps of constituents' activity on your pages, telling you what people are clicking on and where they are abandoning transactions.