Insight is yet another powerful donorflex tool specifically designed to help you get the very best out of your data. It gives you the means to dig into your data and report on the things your organisation wants to know.
The Insight module is made up of the two elements described below....
donorflex Insight is the tool you use to construct Insights using access to donorflex tables via a series of supplied SQL Views or via views created by you.
You can build transactional or summary pivot table-style reports that can be output to PDF, CSV or Excel.
Once youve created an Insight, it can be scheduled to run and produce the report periodically. You can also define a list of email addresses for an Insight to be sent to.
donorflex Insight Viewer is an end-user tool that allows you to run Insight reports generated by your organisation or written by us.
The Viewer can, therefore, be deployed to users who arent responsible for building the Insights, but who need to produce the related reports.
The Insight tool requires an understanding of the database structure and knowledge on table links / joins and the use of SQL.
Lets recap. Insight allows users with some awareness of SQL databases to build queries in a visual way, giving them the ability to analyse and understand their data outside of donorflexs comprehensive enquiry and reporting framework.
Results of such queries can be sent to Insights own pivot table for further analysis, or simply output as raw data.
And they can be scheduled to be run automatically, with results being emailed to any number of nominated recipients.
Insight queries are built around a comprehensive list of purpose-built, supplied SQL views but can also incorporate your own custom views, giving you the ultimate flexibility.
Whats not to like!
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