Powerful reporting with
Evergiving's Business Intelligence Connector

Connect Evergiving's famously clean data with your favourite reporting tool.

Introducing the Evergiving Business Intelligence Connector

Ask any question. Get a world of answers!

Replace even the most complex Excel spreadsheet...

Evergiving’s Business Intelligence Connector (EBIC) is a simple to use and yet extremely powerful reporting solution. EBIC connects Evergiving’s famously clean data with your favourite reporting tool to output dashboards containing any chart or graph and answer any question you can think of. EBIC does the heavy lifting and underlying technical work so you don’t need IT, servers and associated cost and complexity. Create as many reporting databases (RDBMS) as you like with mouse clicks, in Evergiving’s world class, PCI Level 1 secure infrastructure. Each EBIC RDBMS is managed by us and comes with its own set of credentials ready to plug in to your favourite reporting tool.

Diagram of how the Evergiving Business Intelligence Connector works

Where EBIC is unique is that the data contained in the database is configured using our Export Builders. These Builders have almost unlimited capability to draw from anywhere within an account and output perfectly clean data in a simple flat table structure. The first time you run the EBIC schema it will ‘fill’ your database. This might take a few minutes or even hours depending on the complexity and amount of data you’ve selected. Once filled, you’ll get an email and the database will subsequently be updated in real-time with data according to Conditions you select. Conditions are flexible filters that support multiples of And/Or arguments, so you can segment or exclude data sent to any given EBIC’s database.

These are some of the things you’ll be able to do with EBIC:

As a Charity with multiple suppliers you can set up an identical EBIC in each supplier’s account and blend them using Tableau to have consistent, unified, real-time reporting across all your face to face fundraising.

Evergiving knows things most charities’ donor management systems don’t; so you can ask new questions without bothering your overworked data teams, but also interesting questions about things like welcome email open rates, or locations, or credit card types or levels... things that they’d never know.

As a supplier you can negotiate exactly the data you want your customer to see - and they don’t even need a logon to your account.

As a stakeholder of many accounts globally you can set up an identical EBIC in each country’s account and blend them using Tableau to have consistent, unified, real-time reporting across the globe.

As an Agency, you can blend Evergiving data with simple cost tables and manage your ROI in real-time. From your phone! Then replicate this out to your field Managers to focus on what factually matters, to you.

Death to MS Excel!? Complex spreadsheets that manage your payroll, performance or return on investment calculations can be a thing of the past with EBIC. Challenge us with yours today!

How does it work?

Step 1: Create a user that can build an EBIC database.

From the Dashboard, head down to the Account section on the left hand side and click Users. Here you can configure granular user access.

To create an EBIC database the user will need at the very least access to export pledges. You can further restrict the user to a single Campaign (for agency customers) or Office (for sub-offices)

Step 2: Create an EBIC database using an export builder

From the Dashboard, head down to the Export section and click Pledges.

Click to Add a New Pledge Export Builder.

Give it a name, and select a Campaign to pull data from. Under Output, select EBIC Data store.

We're going to come back to Settings in a minute, for now hide it to expose the Schema.

In the Schema section create some columns. These will form the table in your EBIC database. Highlight each column in turn and select a source to map from in your account.

As always there are powerful transformations in the Export Builder that can be used to format the data going in to your EBIC database. Almost anything can be created using these transformations that include regular expressions and even a code editor for the most complex calculations.

Once you are happy with your Schema, hit Save and your database will be spinning up on our infrastructure. Under EBIC connection details you'll find the credentials for it.

Please N.B. if you change your export builder, the table in your database will be destroyed and re-filled. This can take some time. Otherwise, data will be updated as it is created or changed in your Evergiving account.

Step 3: Connect your EBIC database to a reporting tool

For this demo I'm using Tableau Desktop but you can use any reporting tool. In Tableau I just select PostgreSQL from the Connect panel and copy the credentials over. Click Sign in and that's it - you now have access to clean, real-time data from your fundraising operation.