You are here

DonorSearch Retrieve Analytic Results

Subscribe to Syndicate

The following process is for retrieving the analytic results from requests to DonorSearch that were perform through the Direct Submission option.

If your submitted a Text File for processing and are wanting to import those results into Theatre Manager, you will need to follow the steps at Importing DonorSearch Analytic Results.

Before beginning with the retrieval process, you will need to determine which patrons you wish to retrieve the analysis on. This could be from:

Retrieving Analytic Results

  1. Select the patrons that you requested a new search for.

    If your retrieving a request from the patron window donor's tab, there is no patron selection required. Proceed with the next step by Right-Clicking anywhere on the donation listing.

  2. Hint: If your unable to remember exactly which patrons you need to retrieve analytic results for, proceed directly to the DonorSearch Analytic Results window. From there, you're able to easily determine which patrons require retrieval of results and download them too.

  3. Right-click on the selected patrons

    A context menu will pop-up

  4. Choose menu option DonorSearch Analytics >> Retrieve Analysis
  5. Review the response message confirming the analytic results information has been downloaded into Theatre Manager.

  6. Click OK
  7. Proceed to the steps on how to View Analytic Results window from DonorSearch.

Note: The results returned from DonorSearch during a direct submission are limited compared to the detailed information provided within the DonorSearch Web Portal. The returned results are intended to offer a quick turnaround on immediate information about your donor:

  • DS Rating
  • Overall Rating / Quality Score
  • Largest Gift High
  • Largest Gift Low
  • Capacity Range Based On Wealth
  • Estimated Capacity
  • Real Estate Total
  • Real Estate Count
  • Total Likely Charitable Count
  • Total Likely Charitable Matches
  • Foundation Board
  • GuideStar Board
  • Political Likely Count
  • Political Likely Total
  • Business Reveue
  • SEC Stock Value
  • SEC Stock Insider
  • IRS 990PF
  • Real Estate Trust
  • Market Guide
  • Market Guide Compensation
  • Market Guide Options
  • Business Affiliation
  • Pension
  • Pension Assets
  • CorpTech Match
  • FAA Pilot License
  • Airplane Owner
  • Boat Owner

If your looking for additional information to be maintained in Theatre Manager, you can export the data results from the DonorSearch Web Portal and import those results into Theatre Manager following the steps at Importing DonorSearch Analytic Results.

Diataxis: