CSRconnect Admin Portal Home

The CSRconnect Admin Portal Home provides links to resources, a quick look at your HR activity, and links to tools within the CSRconnect Admin Portal.

Important Information and CSRconnect Announcements

These sections are updated regularly and relay information about important events, programs, and software updates.

HR Activity

HR Activity provides a summary of your community's employee users.

Last Run: This is the most recent date when the HR file was loaded into CSRconnect.
Total Count: This is the total number of users listed in the last HR file. This number matches the total number of users listed in the Employee data feed.
Registered Count: This is the current number of employees listed with member IDs. This number includes non-HR registered users and matches the number of users listed in the member_id column of the Employee data feed. It takes about 24 hours to update the Registered Count after the HR file syncs when the data feeds update overnight.

Recent Activity

Recent Activity provides quick access links to your recently visited pages within the CSRconnect Admin Portal.

The following pages can appear in your Recent Activity list:

Program Management, CRA Requests
Program Management, Fundraisers
Program Management, Incentive Requests
Program Management, Match Programs
Program Management, Opportunities
Program Management, Volunteer Grants
Program Management, VTO
Reporting, Insights Dashboard
Reporting, Standard Reports
Reporting, Charitable Funding
Engagements, Engagement Elements

Tip: For Standard Reports, Manage Engagements, Match Programs, and Volunteer Grant Requests, the Recent Activity section will link to the specific report, engagement element, match program, or volunteer grant program the user was working with.

Recent Disasters

Recent Disasters gives a preview of the active crises and disasters from the Disaster Discovery Tool. Select Disaster Discovery to open the tool and create an Engagement Element for crisis and disaster response.