In this course, Insights 201: Filtering and Organizing Data, Bonterra equips CSR administrators and analysts with hands-on training in leveraging data filtering, data segmentation, and report organization within the CyberGrants platform. You’ll learn how to apply saved filters, use custom fields, and segment by groups to streamline data management and boost reporting efficiency. With examples and best practices, this session empowers you to quickly highlight key data trends and strengthen your decision-making process.
By the end of this training, you’ll be able to build and manage dynamic filters, organize data for targeted views, and optimize your grantmaking dashboards. Understanding how to filter and organize your CSR data ensures your team can run precise analyses, support employee engagement metrics, and drive a data-informed grantmaking strategy. Don’t miss out—watch the video now to take your CyberGrants data insights to the next level!
