The Employee Giving Explore equips Insights Analysts with robust data and analytical capabilities to further review and assess employee-giving program metrics, such as request disposition, descriptions, recurring gifts, and other related fields.
Proceed through the steps outlined below to access the Insights Employee Giving 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 Giving Explore
Click on Employee Giving to view the Explore.
Step 4: Access the Quick Start Reports
Before starting fresh by creating a new data set using the fields available within the Explore, review the Quick Start reports listed to determine if these prebuilt analyses will pull the program data you are seeking. The Employee Giving Explore includes the following Quick Start analyses:
- Employee Giving by Disposition - Employees' giving this year, excluding donations with a disposition of "Cancelled" or "Rejected".
- Paid Employee Gifts by Organization - Employees' giving to their organizations this year, where the donation disposition was "Paid".
- Top 50 Gifts by Program - The top 50 gifts by program this year, excluding donations with a disposition that is not "Cancelled" or "Rejected".
Step 5: View the Field Dimensions & Measures
Below are the fields available within the Employee Giving Explore along with their dimensions and measures.
Field Name
|
Dimensions
|
Measures
|
| Employee Giving |
- Amounts
- Approval Comments
- Dates
- Description
- Designation
- Disposition
- EG Fiscal Year
- Flags
- IDs
- Is Recurring?
- Recognition
- Reference Code
- Review Comments
- Wallet Type
|
- Averages
- Counts
- Medians
- Totals
|
|
Donor
|
- Company
- Dates
- Department
- Distance (Miles)
- Donor Code
- Donor ID
- Donor Team
- Email Address
- Employee Type
- Flags
- geocode_history
- Location
- Location: Geocode
- Name
- Pay Cycle
- Role Name
- Tenure
|
- Distance (Miles)
- Donor Team
- Participation
- Totals
|
| Organization |
- 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 |
- Amounts
- Check Number
- Dates
- IDs
- Payment
- Budget Year
- Quantity
- Reference Code
- Rejection
|
|
| Pledging |
- Amounts
- Privacy Preference
- Dates
- Designation
- Disposition
- Flags
- IDs
- One-Time Deduction
- Recognition
- Reference Code
|
|
| Proposal Type |
- Is Active? (Yes / No)
- Overall Program Name
- Program
- Program Category
|
|
| Request |
- 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
- Tags
|
|
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.
