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Data Definitions

Within the Compass-360 application there are several data sources or tables of data. Think of these as Excel documents. Almost every table has a column that references another table. These are called primary and foreign keys which allow us to join in data.

For example, the Income data source has a foreign key of Constituent ID which links to the Constituent table primary key Constituent ID. These allow us to access data from multiple tables by a relationship.

Browsing Data

From the C360 view, click on the Browse Data button. This will take you to a page that lists all the available tables. Click on a table to visualize the raw data in the visual editor of a question. From there you can start building a question and save it.

Back at the browse page, hover a table and click on the reference icon to learn about the columns in this table and more.

X-Ray Data

Also from the Browse page, there is a feature that intelligently builds a set of questions based of the data and it’s schema. Check out the X-Ray function on the Constituents data source for some useful insights. You can take any of those questions and start building our a question from it’s results.

Table Descriptions

Below is a list of the available tables you can use to build questions of off. To learn about each table, navigate from the browse page and click to learn more about a data source.

Academics

The individual academic or school records for constituents. This table has a unique, calculated column called partition index. This column is a number that represents the most recent academic record for a constituent. 1 is the newest.

Attendance

Individual attendance records for every type of attendance. Center, program / class, in person or virtual.

Constituents

The primary table of every constituent in your database.

Income

Income that you have accepted as a donation or payment on an invoice. This represents the actual payment details such as the amount, the payment method, and more.

Invoice Line Items

Line items that are on an invoice.

Invoices

Open and closed invoices that are linked to your constituents. Closed invoices should also have a linked income record.

Locations

All your locations in your database such as event venues.

Memberships

The individual membership records for every constituent. Memberships have a foreign key that links to the constituent it is for.

Relationships

All the relationships that exist between your constituents.

Staff Timecards

The timecards that have been recorded for any staff hours.

Volunteer Timecards

The timecards that have been recorded for any volunteer hours.