Your Spektrix system contains a wide range of tools available to help you understand and interpret the data held in your system . Some organisations might use dashboards to display visual data in one place.
Spektrix offers robust reporting for deep analytics and business intelligence .
Reports in Spektrix contain a combination of charts, graphs, and tables.
VIDEO: If you're new to Reporting, take a look at our Customer Lists & Reports concept video.
There are a number of different ways you can get data from Spektrix:
Customer Lists
Customer Lists contain customers who are grouped based on specific criteria.
When creating a new Customer List you can choose to include or exclude customers based on Tags, Attributes, Contact Preferences or whether they have completed certain actions such as having made a donation.
To start learning about Customer Lists, take a look at the following articles:
- How to Build Customer Lists - this article explains how to use the Customer List Explorer to build and use Customer Lists.
- Global and Local Segments - You can use segmentation to identify certain customers.
Reports
A Report is an export from data that is stored in your Spektrix system. Data can be filtered based on Criteria and output into a document or spreadsheet.
Reports are always a live representation of what is on your system at the time the Report is run.
To start learning about reports, take a look at the following articles:
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Introduction to Reporting - this article introduces where to find reports, the difference between standard and custom reports and how to get in touch with our team to request help with reports.
- A Guide to Standard Reports in Spektrix - this article covers all of the Standard Reports included with Spektrix and helps you locate the best report for your needs.
TIP: You can also schedule reports to automate the running and emailing of Reports to users both in and outside of your organisation.
- Website Tracking and Spektrix - this article covers how Google Analytics (GA4) and other third party website tracking can be used with Spektrix.
TIP: We also work with a number of partners who are experts in the area of data analysis. Take a look at the Partner Directory (US and Canada / UK and Ireland) for more information.
Opportunities Dashboards
The Opportunities Interface in Spektrix is where your organisation can structure its fundraising activity and workflow management.
To start learning about the Opportunities interface, take a look at:
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Introduction to the Opportunities Interface - this article guides you through each of the menus and dashboards in the Opportunities Interface.
Email Dashboards
There are different tools and reports you can use to report on Dotdigital email campaigns.
In Dotdigital you can use the Email Dashboard to see a visual overview of how your Email Campaigns are performing in general.
To start learning about reporting and Dotdigital, take a look at:
- Reporting on Email Campaigns - this article covers each of the different reports you can use to analyse the data you have on email campaigns.
Further Reading
To learn more about Reporting, take a look at the Reporting section of the Support Centre.