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How do I view the Pledging Insights Explore?

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How do I view the Pledging Insights Explore?
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The Pledging Explore provides Insights Analysts with access to pledging data, enabling them to analyze and report on pledging history across various dimensions, such as donors, organizations, programs, and employee types.

Proceed through the steps outlined below to access the Insights Pledging 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 Pledging Explore

Click on Pledging to view the Explore.

Step 4: View the Field Dimensions & Measures

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

Field Name

Dimensions

Measures

Pledging
  • Amounts
  • Privacy Preference
  • Dates
  • Designation
  • Disposition
  • Flags
  • IDs
  • One-Time Deduction?
  • Recognition
  • Reference Code
  • Counts
  • Totals
Donor
  • Company
  • Dates
  • Department
  • Distance (Miles)
  • Does Donor Have a Request?
  • 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
Employee Giving
  • Amounts
  • Approval Comments
  • Dates
  • Description
  • Designation
  • Disposition
  • EG Fiscal Year
  • Flags
  • IDs
  • Is Recurring?
  • Recognition
  • Reference Code
  • Wallet Type
  • Averages
  • Counts
  • Medians
  • 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
Proposal Type
  • Is Active? (Yes / No)
  • Overall Program Name
  • Program
  • Program Category
  • Proposal Type Count

 

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.


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