Back to UpdatesOvrture Filters and Tags Improve Efficiency
In today’s increasingly digital world, keeping up with tons of data can feel like herding cats. But fear not! Ovrture is here to help with some enhanced and supercharged features that will make data organization and analysis even easier. Until now, users could only filter down to a single portfolio, and now they can select any combination of users’ portfolios, edit and approval status, date range, custom tags, and a whole lot more — simultaneously.
Let’s dive into the recently updated filter and tag functions of Ovrture.
Harnessing the Power of Filters
Ovrture has recently incorporated a powerful filter function that works across all tables, from Portfolios to Sites and Reports. Say goodbye to wasting precious time scrolling through endless rows of data looking for the donor who you built a report for a few years ago. With the new and improved filters, you can zoom in on exactly what you need in a flash. What’s more, you can apply multiple filters at once, so you can get a complete picture of your data faster than you can say “abracadabra.”
Streamlined Data Analysis with Table-Specific Filters
We know that one size doesn’t fit all when it comes to data analysis. That’s why we’ve added table-specific filter dimensions across the platform that lets you customize your data manipulation like a pro. Forget about sifting through irrelevant information — now you can focus on what truly matters.
Today, that might be a specific group of donors who are considering naming opportunities, so you can add the latest architectural drawings to their cultivation sites. Later in the afternoon, you might want to follow up with folks who haven’t opened their stewardship reports yet. Meanwhile, your team’s data whiz might be digging into the Engagement Log and noticing that one particular segment of donors is spending a lot more time in their microsites — and then digging in further to find out why. No matter your task, our new filtering capabilities get you there faster, and with more confidence and precision than before.
Enhanced Analytics Dashboard
Brace yourself for an analytics adventure like no other! Ovrture’s upgraded Analytics Dashboard lets you dive deep into specific sets of reports and sites. Get ready to uncover hidden gems of performance metrics and donor behavior insights. Imagine targeting donors who had multiple opens and spent more than five minutes on their report to then share more personalized information. Or, perhaps you’re planning for year three in Ovrture. In your first year, you may have stuck with primarily text-based content as you transitioned to the digital medium. In your second year, say you invested further in both personalized and wide-audience video content. You can set your filter parameters to show each year’s performance in parallel and begin to draw conclusions. If durations tended to go up, your videos likely performed well. If they went down, you’ve still learned something!
With this knowledge you can refine your video strategy or invest that energy elsewhere. You don’t need special training to treasure hunt for data nuggets in Ovrture. You’ll be the data hero your team needs!
Make Ovrture Yours with Tags
Time to start tagging and really unlock some magic! Ovrture has revamped its tagging system to help you organize your data like a boss. Think of tags as magical labels that you can assign to records (and therefore their associated reports, sites, and portfolios). By grouping and categorizing your data, you’ll be able to find what you need in a jiffy (and just as quickly and easily exclude what you don’t need, like sample reports). The coolest part is that Tags are fully custom. They allow you to organize your information in a way that’s meaningful to you — whether that’s by campus, donor category, interest area, or even past engagement with sites or reports.
Let’s take the example from above to a new level: say that you’ve added tags to identify age or capacity groups within your donor base. Now you can compare not only year to year performance of your communications, but you can filter down to view a specific segment of donors and compare their engagement. You may find video content working better for one group than another. You may find that one of your teammates’ portfolios is performing much better than others; go find out why! No more data chaos — just smooth sailing and high-fives all around!
Curious to see these data features in action? Check out the video below.
TL;DR (Too Long; Didn’t Read)
Ovrture is all about turbocharging your data organization and analysis. With powerful filters and tags, you can cut through the clutter, gain valuable insights, and attain new heights of efficiency. So go ahead, embrace the magic of filters and tags in Ovrture, and unleash the full potential of your data. It’s time to level up and conquer the data-driven world and delight your donors with customized microsites and stewardship reports along the way!
SARAH McALPINE
Account Executive, Client EngagementSarah provides comprehensive engagement and support to clients to help achieve their Ovrture goals in a spirit of productive fun. She thrives on empowering others to maximize their potential through organized processes and open communication. With a decade of experience in higher education and donor relations (including several years as a former Ovrture client) she knows first-hand the challenge and ultimate payoff of delivering bespoke reports and sites to the donors who fuel an organization’s mission.Sarah provides comprehensive engagement and support to clients to help achieve their Ovrture goals in a spirit of productive fun. She thrives on empowering others to maximize their potential through organized processes and open communication. With a decade of experience in higher education and donor relations (including several years as a former Ovrture client) she knows first-hand the challenge and ultimate payoff of delivering bespoke reports and sites to the donors who fuel an organization’s mission.
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