Other Standard Reports

The survey report provides details on each survey initiated through CSRconnect. It includes employee information, event information, survey questions, and survey answers.

This report closes the gap for surveys. The benefit of using the CSRconnect survey feature is that it’s baked into the application and includes the employee information from the HR file. It can be a stand-alone survey, or taken based on a giving and/or volunteering trigger.

You can pull one report across multiple surveys.

There is no limit to the number of questions and answers that can be reported on.

To navigate to the Survey Report, from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Survey Report.

A comprehensive list of report fields and definitions is available for the Survey Report.

This report gives participant and event information for specific custom question sets within a given date range. It can be pulled for each Custom Question Set and includes employee information, questions, answers, and high-level event details including the Event ID.

This report closes the gap for clients that ask community-wide custom questions of their users during Sign Up, Create Event, and/or Record Individual Activity.

This report does not pull the answers for questions that an Event Creator might ask of their participants specifically for their event. Those can be reviewed in the Participant Export in Manage Event.

You can pull one report across multiple question sets.

To navigate to the Custom Question Report, from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Custom Question Report.

A comprehensive list of report fields and definitions is available for the Custom Question Report.

The CRA Participations Report details approved CRA participations for both team events and individual hours.

The intention of this report is only for approved and past CRA participations.

To navigate to the CRA Participations Report, from the CSRconnect Admin portal, select Admin tools, Reporting, Standard Reports, Other, CRA Participations Report.

A comprehensive list of report fields and definitions is available for the CRA Participations Report.

Discover the Nonprofit boards the users in your community have aligned with. View their charity information, role, and dates served.

To navigate to the Board Membership Report, from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Board Membership Report.

A comprehensive list of report fields and definitions is available for the Board Membership Report.

To navigate to the Group Admin Report, from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Group Admin Report.

A comprehensive list of report fields and definitions is available for the Group Admin Report.

To navigate to the Active Employees Report, from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Active Employees Report.

Use this report to review which employees in uploaded HR files registered in CSRconnect. It helps admins understand registration activity, compare registration counts to the employee population from uploaded HR files, and answer questions about when users registered.

• The report displays historic employee references.

• Registration status indicates whether users registered in CSRconnect. It does not indicate actions users completed after they registered.

Use the Active Employees Report to:

• Compare how many employees registered in CSRconnect to the number of employees in the uploaded HR files.

• Review registration activity for a specific employee.

• Identify how many employees registered during a specific time period, such as the launch date of a program.

A comprehensive list of report fields and definitions is available for the Active Employees Report.

To navigate to the Opted Out List Report, from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Opted Out List Report.

For use with the Voting Engagement Element. Admins can pull a report by Voting EE and see participation data including employee information and voting choices.

This report closes the gap for a voting program.

Report detailing basic HR information and admin status for all active admins in a client community.

Common Use Cases / Questions Answered:

• “Who can create events in my community?”

• “Who has admin access to impersonate?”

An export of all charities that have selected their Sustainable Development Goals in their profile on the YourCause Blackbaud Verified Network

Common Use Cases / Questions Answered:

• “How do I know which SDGs my community cares about?”

• “We are wanting to align with SDGs that our employees care about.”

• “Our reporting requires that we confirm our highest supported SDGs.”

To navigate to the Skills Report, from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Skills Report.

Use the Skills Report to review which skills employees select on their My Account page. These insights help identify popular interest areas across your organization. Community admins can use this information to tailor employees’ opportunity search experience and guide them to events that match their interests.

A comprehensive list of report fields and definitions is available for the Skills Report.

From the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Vetting Requests Report.

For communities with Request Vetting enabled, you can pull a report showing vetting requests that have been initiated in your community. This report includes Employee information, current vetting status, vetting request details, and charity details.

Common Use Cases / Questions Answered:

• “How do I know who is requesting charities to be vetted?”

• “Are our international charities getting vetted?”

Tip: This report does not include all international charities being vetted, only those initiated through your community. View the Charity Vetting Status Report for additional vetting status information.

To navigate to the Admin Roles Report, from the CSRconnect Admin Portal, select Admin tools, Reporting, Standard Reports, Other, Admin Roles Report.

This report provides a list of employees who are currently assigned to roles from the Manage Roles section of the CSRconnect Admin Portal. Filtering options include one role or many roles.

Use the Admin Roles Report to:

• Review which employees have one role or multiple roles.

• Confirm whether an admin has correct permissions before troubleshooting an issue.

• Evaluate role combinations during user setup and audits.

For more information, see Roles and Permissions.

A comprehensive list of report fields and definitions is available for the Admin Roles Report.

Each report has a unique permission and can be attached to any role, or you can create a role just for a reporting admin.