Data available in Blackbaud AI

Use specific terminology for best results when conducting natural language queries. Use the following guide to choose what metrics and what dimensions are available for querying.

Charity Information

Charity Name: The name of the charity organization.
Mission: The mission statement that defines the purpose of the charity.
Source Type: The origin type of the charity.
Category: The classification of the charity (e.g., education, health).
Cause Area: The specific area of focus for the charity's work (e.g., human services, environment & animals).
Country: The country where the charity operates.
State/Province: The state or province where the charity is located.
City: The city where the charity is based.

Example metrics to ask for:

Total number of charities.
Count of charities by category or cause area.
Number of charities in a specific location (country, state, city).

Donation Information

Charity ID: The identifier for the charity receiving the donation.
Donation Date: The date when the donation was made.
Created Date: The date when the donation record was entered into the system.
Donation Type: The kind of donation made (e.g., Credit Card, Payroll, Match).
Status: The current status of the donation (e.g., completed, processed, processing, on hold, not active).
Status Details: Additional details about the donation status.
Donation Amount: The total amount of the donation.

Example metrics to ask for:

Total number of donations made.
Total donation amount within a specified time frame.
Average donation amount.
Number of donations per charity.
Count of donations by type.

Employee Information

Employee Type: The category of the employee (e.g., Full Time, Contractor, Retiree).
Business Unit: The division of the organization to which the employee belongs.
Division: The specific division within the organization where the employee works.
Department: The department that the employee is associated with.
Work Country: The country where the employee is based.
Work State/Province: The state or province of the employee's workplace.
Work City: The city where the employee works.
Active Date: The date when the employee was officially active.
Inactive Date: The date when the employee became inactive.

Example metrics to ask for:

Total number of employees.
Number of active employees.
Number of inactive employees.
Count of employees by type.
Count of employees by business unit or department.

Giving Campaigns

Campaign Name: The title of the giving campaign.
Start Date: The date when the campaign begins.
End Date: The date when the campaign concludes.

Example metrics to ask for:

Total number of giving campaigns.
Count of campaigns by status (active, completed).
Total amount donated during a specific campaign.

Grant Applications

Application Status: The current status of the application (e.g., in progress, draft, awaiting review, hold, approved, declined, cancelled).
Amount Requested: The total amount of funding requested in the application.
Created Date: The date when the application was submitted.
Submitted Date: The date when the application was officially submitted.

Example metrics to ask for:

Total number of grant applications.
Count of applications by status (approved, declined).
Total amount requested across all applications.

Grant Awards

Award Amount: The total amount of funding awarded.
Award Date: The date when the award was granted.
Description: A description of the grant award.
Award Type: The type of grant being awarded (e.g., Cash, InKind).

Example metrics to ask for:

Total number of grant awards issued.
Total amount awarded across all grants.
Count of awards by type.

Grant Programs

Program Name: The title of the grant program.
Description: A brief overview of what the grant program entails.
Start Date: The date when the grant program starts.
End Date: The date when the grant program ends.

Example metrics to ask for:

Total number of grant programs.
Number of active grant programs.
Total amount allocated for grant programs.

Groups

Group Program Name: The name of the group program.
Group Member Count: The number of members in at least one group.
Group Join Rate: The number of new group members, divided by total group membership.
Group Attrition Rate: The number of members who left groups, divided by total group membership.
Group Engagement Rate: The number of group members, divided by the total number of employees.

Example metrics to ask for:

Total volunteer hours by group for each program.
Number of group volunteer events.
Trend of group join rates over the past year.
Group engagement rate by quarter.

Pledge Projections

Total Campaign Giving Amount: The total amount raised for a campaign. Includes both donations and projected pledges.
Projected Pledge Amount: The sum of all projected pledges.

Example metrics to ask for:

Total projected pledge amount.
Total giving amount for a campaign, including both donations and projected pledges.
Total projected pledge amount by campaign, payroll deduction date, year, or charity.

Volunteer Events

Event Classification: The category or type of the event (e.g., team, npo, individual activity, project).
Event Name: The title of the volunteer event.
Start Date: The date when the event begins.
Country: The country where the event is taking place.
State/Province: The state or province where the event is held.
City: The city where the event occurs.

Example metrics to ask for:

Total number of volunteer events.
Count of events by classification.
Number of events held by charity.
Total volunteer hours contributed across events.

Volunteer Participation

Participation Date: The date when the volunteer activity took place.
Participation Hours: The total hours spent by the employee volunteering.
Employee Hours: The hours contributed by the employee specifically.
Guest Hours: The hours contributed by guests or non-employees.

Example metrics to ask for:

Total number of volunteer participations.
Total volunteer hours contributed.
Number of unique volunteers.
Count of volunteer hours by event.