Reports & Data Management

  • Receipt Reporting:  Receipt reporting is the area where all transactions that occur within the 360Alumni community are reported and displayed.  The receipt reporting monthly breakdown will provide summary statistics so that client administrators can ensure funds for event tickets and fundraising campaigns are allocated to the appropriate place.
  • New Records:  This interactive reporting module will allow administrators to create exportable reports of all new account activations or new account creations.  Administrators have the ability to copy/paste, export to excel .csv or pdf, or even print these records.  Administrators can also apply a time frame, export the data, and even archive records. The following information is presented: creation date, record ID, name, role, archive date, archived by.
  • Updated Records:  This interactive reporting module will allow administrators to view and create exportable reports of all updated user profile data.  Anytime a user updates their profile with new information, this data is displayed here along with the time stamp.  Administrators have the ability to copy/paste, export to excel .csv or pdf, or print these records.  Administrators can also apply a time frame, export this data, and archive these records.  The following information is presented: change date, record id, name, field changed, value before, value after, archive date, archived by.
  • Download Records: This interactive reporting module will allow administrators to view and create exportable reports of all alumni profile data captured within the 360Alumni community.  Administrators can select all the fields that they wish to capture on the alumni, and click ‘export users’ to create this report.

A Plan Is Needed to Provide a Valuable Alumni Community: