January Challenge: What's your favorite product tip/trick?

Crystal Bruce

This month, we want to hear from you about your favorite product tip/trick that you use to make your work life easier and more productive.

Maybe you have a shortcut that saves you time, a feature that enhances your workflow, or a creative way to use our products that others might not know about. Whatever it is, we would love to learn from you and see how you use our products to achieve your goals.

To participate, simply reply to this post with your favorite product tip/trick and explain how it helps you. You can also comment on other members' posts and ask questions or give feedback.

The more we share, the more we grow as a community!

Rachel Cavalier

@Crystal Bruce

We've been making use of custom codes for campaigns and fundraising pages for a number of years now - since before JustGiving integration with RE existed. It enables us to pre-fill the report with the soft credit and package information to make data entry very straightforward (if only we could do the same for Giving Checkout regular donors!).

Karen Stuhlfeier

@Crystal Bruce

We use Insights and Dashboards almost exclusively for our reporting now. I hear so many people say that they don't work and that they don't match database view. This isn't true. My tip is to start small - maybe report on a fund that only receives a few gifts. If your insight doesn't match your report from the database view figure out why. Also, sometimes we need to re-think the way we enter data. For instance, when I came to my current organization they were using a lot of attributes that couldn't be reported on. That needed to be changed before I could use Insights in any significant way. I did make a lot of changes and now I have really nice Dashboards where people can view current data that is accurate and actionable. So start small with Insights and learn how they work.