How to Spot Check Your Data
Once your Constituent data is successfully uploaded to EverTrue, we recommend using these tips and tricks to spot check your data:
Giving Data - Lifetime Giving, Last Gift, and Largest Gift
Giving data is incredibly important in EverTrue and here are some tips to make sure it is imported correctly.
To begin, select Constituents, then Filters, search for and select Lifetime Giving
Enter an amount for Lifetime Giving and click Apply Filters
Next, you will want to edit the columns. To do that, click the Pencil or you can scroll to the right until the Edit Columns button appears.
In the Edit Columns pop-up window, remove column names from the Active panel by clicking the "x" to the right of the name.
In the Available panel, click the right-facing arrow to move the column to add it to the Active panel. Users can search for Available column names in the search box.
Move the Last Gift, Lifetime Giving, and Largest Gift columns to the Active section and scroll down to click Save Columns. This view will allow you to check your data thoroughly.
As you scroll through the data results, you will want to spot check and some questions to ask yourself are:
- Is the Last Gift the same or less than the Largest Gift?
- Is the Lifetime Giving the same or more than the Largest Gift?
LYBUNT & SYBUNT
We recommend checking your LYBNUTs and SYBUNTS in EverTrue. LYBUNT status occurs when the last gift date is within one previous year from the fiscal year start date. Similarly, SYBUNT status occurs when there is a last gift date that occurs prior to one previous year from the fiscal year start date. Filter on Giving Patterns and spot-check some of your LYBUNTs and SYBUNTs. Make sure that the last gift field and the fiscal year totals reflect this status. You can also see their Giving Pattern on their profile:
Ensuring your addresses are being imported correctly is another important aspect when you are checking your data in EverTrue. When browsing through the data, you can toggle between a Table view and a Map view.
If your constituents are being mapped properly, the constituent will appear populated on the map.
Verify that your code formatting is correct. Constituency codes are specific to your institution, however, in the below example, there are both Alum and Alumni. When importing constituency codes, we recommend keeping the codes concise and not including too many (like the below example) in order to avoid confusion.