Collections are a fancy name for folders within C360 BI. They help us organize our questions and dashboards in a readable and logical way. By default you…

If your recurring donors find that they need to cancel a pledge or make adjustments, this can be done in one of two ways Cancelling Via Pledge…

If companies are providing your organization with gift cards as donations, these can be recorded via the Income Module by selecting Cards On-File and Add Gift Card….

There are some new terms that we have not discussed yet surrounding C360 BI. Below are a list of common terms used within C360 BI. Collections Collections…

Navigating the tool is pretty straightforward. To access the question and dashboard tool, navigate to the Queries Module and to the C360 BI tab. From here, the…

Compass-360 comes integrated with a reporting tool called C360 BI. It’s a dynamic and robust tool that gives you complete access to every bit of data in…

You can remove the “On Behalf of…” that appears in front of your organization’s name when sending an email to your constituents. First, navigate to the Site…

Some features that are still in development and are hidden by default, but can be revealed and accessed via String Mapping in the Site Setup module. To…