Contents
x
FidTech's New Document360 Platform
FoundationHub How-to Guide
DonorSphere Utilities & Administration How-to Guide
Powered by
Analytics
8 Articles
in this category
Share this
Print
Share
Dark
Light
Contents
Analytics
8 Articles
in this category
Share
Dark
Light
Intro to Analytics
FidTech has partnered with GoodData to create our new Analytics function. Using this new functionality, Users will be able to explore data and create interactive Dashboards, charts and visuals using your data extracted from FoundationHub via a user-...
Updated on : 08 Aug 2025
Dashboards
A Dashboard will allow the User to create and store related Insights to be presented or shared as one. This FTP-created Dashboard demonstrates how you can share data using two different Insights and a KPI: Creating Dashboards To create a ...
Updated on : 07 Jul 2023
Creating Insights
An Insight can be created in one of two ways: You can create an Insight directly from a Dashboard using the “Insight” button under the New Items header. You can use the “Ad-Hoc Insights” button on the left to create and save an Insight, which can...
Updated on : 07 Jul 2023
Insight Instructions
4 Articles
in this category
Configuring Insights
This section will explore the configuration of Insights. Depending on the Visual you have selected, you will be able to change colors, show/hide the X-Axis, Y-Axis, and Legend, and edit the depiction of data. Note that some Insights (like tables) do...
Updated on : 07 Jul 2023
Key Performance Indicators
Key Performance Indicators are pre-set into the Analytics interface. There are a set number of Metrics which can be selected and manipulated to your liking. While these are not as versatile as Insights, the benefit of KPIs is that, since they are sm...
Updated on : 10 Jul 2023
Editing Dashboards and Insights
After selecting a Dashboard, click edit to open the Dashboard. Note that some Dashboards are locked and therefore cannot be edited by Users. To rename a Dashboard, click on the current title (once you have opened the Dashboard for editing) an...
Updated on : 10 Jul 2023
Filtering Data
By applying Filters on Insights, you exclude or select specific ranges poof data to be used for analysis. for more explanation on this see Creating Insights. Another option you have is to use Dashboard filters. By applying filters on Dashboards, y...
Updated on : 10 Jul 2023
Formatting Numbers in Insights
Use the Number Format Editor to configure how numbers appear in your Insights. You can round numbers, add currency symbols, adjust colors, or append numbers with sets of characters. To access the Number Format Editor, use the drop-down next to you...
Updated on : 10 Jul 2023