This module walks through building a Participation by Department report using the Donor Explore in CyberGrants Insights. It begins by navigating to the Insights section from the admin view and selecting Analyze > Donor. From there, users learn how to identify and add key fields such as Employee Population and Department, apply filters to exclude null values, and display clean, accurate data. The workflow includes creating filtered measures to track active participants by program, year, and disposition status, ensuring that only valid donor activity is reflected in results.
The session then demonstrates how to calculate % Participation by comparing filtered results against the total employee population and applying custom expressions to visualize data more clearly. Users can apply formatting options, enable conditional color ranges, and save their report under individual or group folders for future use. With these steps, administrators can easily measure engagement across departments and transform participation data into actionable results. For more advanced reporting techniques, visit the CyberGrants Help Center or explore related courses in the Bonterra Academy.
