Salesforce

How do I view the Employee Engagement Insights Explore?

« Go Back
Information
How do I view the Employee Engagement Insights Explore?
How-do-I-view-the-Employee-Engagement-Insights-Explore
Details

The Employee Engagement Explore provides Analysts the ability to review and analyze Employee Giving history-related program data, including donor, organization, program, and employee type metrics.

Proceed through the steps outlined below to access the Insights Employee Engagement Explore and view its available data fields.

Step 1: Access the Insights tab

Log in to the CyberGrants platform and navigate to the Insights tab.

Step 2: Click on Analyze

From the left-hand menu, Insights Analysts can click on Analyze to view the available Explores. 

Step 3: Select the Employee Engagement Explore

Click on Employee Engagement to view the Explore.

Step 4: View the Field Dimensions & Measures

Below are the fields available within the Employee Engagement Explore along with their dimensions and measures.

Field Name

Filter-Only Fields

Dimensions

Measures

Employee Engagement
  • Engagement Year (Current/Previous)
  • Hours to Dollars
  • Projected Pledge End Date
  • Amounts
  • Privacy Preference
  • Credit Card Recurring Frequency
  • Dates
  • Description
  • Designation
  • Disposition - Deductions
  • Disposition - Gifts
  • EG Fiscal Year
  • Engagement Type - Giving or Volunteering
  • Flags
  • IDs
  • Averages
  • Counts
  • Totals
DonorN/A
  • Annual Hours Volunteered Goal per Donor
  • Company
  • Dates
  • Department
  • Distance (Miles)
  • Donor Code
  • Donor ID
  • Donor Team
  • Email Address
  • Employee Type
  • Flags
  • geocode_history
  • Location
  • Location: Geocode
  • Name
  • New Vs Returning
  • Pay Cycle
  • Role Name
  • Tenure
  • Distance (Miles)
  • Donor Team
  • Participation
  • Totals
Eligibility Rules - Giving/VolunteeringN/A
  • Minimum Gift Amount Tier
  • Minimum Volunteer Hours Tier
  • Rule Count (Eligible)
OrganizationN/A
  • Cause & NTEE
  • Create New Organization
  • Dates
  • Flags
  • geocode_history
  • IDs
  • Location
  • Location: Census
  • Location: Geocode
  • Name
  • NCES
  • New Request
  • Organization Information
  • Organization Type
  • Tax
  • Vetted User Name
  • Year Founded
  • Counts
  • Location: Census
  • Location: Geocode
Payment
N/A
  • Amounts
  • Check Number
  • Dates
  • IDs
  • Payment
  • Budget Year
  • Quantity
  • Reference Code
  • Rejection
  • Counts
  • Totals
Proposal Type
N/A
  • Is Active?
  • Is Active? (Yes / No)
  • Overall Program Name
  • Program
  • Program Category
  • Proposal Type Count
Request
N/A
  • strong class red Total Program Budget strong
  • strong class red Program Impact Area strong Funding Principle
  • strong class red Program Title strong
  • Amounts
  • Dates
  • Disposition
  • Flags
  • GIK Request Workflow Status
  • Grant Year
  • Grantseeker
  • IDs
  • Invitation
  • Number of Payments
  • Reference Code
  • Request Owner
  • Request Submitted By
  • Request Type
  • Strategy
  • Averages
  • Counts
  • Totals
Volunteer EventsN/A
  • Volunteer Interests
  • Amounts
  • Contact
  • Dates
  • Disposition
  • Event End Time
  • Event Language
  • Event Name
  • Event Start Time
  • Event Type
  • Flags
  • geocode_history
  • IDs
  • Internal Comments
  • Location
  • Location: Census
  • Location: Geocode
  • Reference Code
  • Averages
  • Counts
  • Location: Census
  • Location: Geocode
  • Totals

 

What else do you need help with?

    Not what you're looking for? Navigate to Understanding Standard Insights Explores. To learn more about using an Explore to analyze your program's data, please refer to Navigating Insights Explores Basics or return to Insights Analyze Basics Overview.


    Powered by