Hierarchy Reporting Tools

The Hierarchy Reporting Tools are high-level reporting options that can be bookmarked from or linked to an Engagement Element (EE) for employees who have specific access to see Volunteer participation totals throughout various predetermined Levels. With the Reporting Tool comes two interactive dashboards that allow employees (with the appropriate permission) to drill down on Giving, Volunteering and Combined Giving and Volunteering participation based on:

  • Geography

  • Company Manager

Notes:

  • This is a tool that is not accessible directly from the navigation menu, but can be accessed via deep-link by replacing /home with /reporting at the end of the Community Home page URL.

    • For example: 'blackbaud . yourcause.com/home#/reporting' .

  • The Hierarchy Reporting Tools update daily at night (CST)

  • If you are interested in enabling the Hierarchy Reporting Tools in UAT and/or PROD, please contact your Customer Success Manager for details.

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This report displays participation totals and will begin at the Region level. Depending on a user's specific permissions, the report can then be drilled down to the Country , State and City level, displaying totals at each level.

(For questions on permissions, please contact your Customer Success Manager for assistance.)

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This report displays participation totals and will begin at your company hierarchy level. Depending on a user's specific permissions, they may also be able to search for any employee to begin to drill down from their company hierarchy level. Users can then further drill down through all company hierarchy levels, displaying totals at each level.

(For questions on permissions, please contact your Customer Success Manager for assistance.)

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For either the Geography or Company Manager reporting option, once users have drilled down to their desired level, they can click "Export View" to export the level they are viewing at that time .

  • Employees – Total count of active employees on the HR demographic file. Managers are included in their own employee totals.

  • Unique Volunteers - Total count of unique employees who have participated in a team event or individual activity. If one employee has participated multiple times, they will only be counted once in this value.

  • Volunteer Participation % - Percentage of employees who have participated in a team event or individual activity. (Unique Participants / Employees = Volunteer Participation %)

  • Total Hours - Total employee volunteer hours for team events and individual activities.

  • Total Events – Total unique count of team events in which employees in a given level have volunteered. An event with multiple occurrences will only be counted once in this value.

  • Activities - Total unique count of team events in which employees in a given level have volunteered. An event with multiple occurrences will only be counted once in this value.

  • Total Individual Activities - Total unique count of individual activities in which employees in a given level have volunteered.

  • Volunteer Organizations - Total unique count of organizations with which employees in a given level have volunteered across team events and individual activities. This value includes registered organizations, as well as organizations added via ‘Add Your Own’ or ‘Company Organizations'.

  • Avg Hrs – Average volunteer hours per unique employee volunteer. (Total Hours / Unique Participants = Avg Hours)

  • Unique Donors - Total count of unique employees who have donated. If one employee has donated multiple times, they will only be counted once in this value.

  • Total Donation Amount - Total amount of donations (USD).

  • Giving Participation % - Percentage of employees who have donated. (Unique Donors / Employees = Giving Participation %)

  • Total Unique Participants - Total count of unique employees who have either volunteered and/or donated. If one employee has participated or donated multiple times, they will only be counted once in this value.

  • Total Participation % - Percentage of employees who have either volunteered and/or donated. (Total Unique Participants / Employees = Total Participation %)