How to extract PULSE report and MOVE report data from Elvanto

This will guide users of the Elvanto software platform in compiling data required to complete a PULSE report or MOVE report.

The PULSE Report takes the "generosity pulse" or your organization by showing aggregate changes in giving to your organization over the last three years. The MOVE Report shows givers who are "making a move," either increasing their giving or decreasing their giving, this year compared to last year and the relative impact of those moves. To generate either report we will need a list of all giving transactions to your organization over a defined time period.

Extracting Data from Elvanto

1. Log in to Elvanto.
2. Click Reports > All Built-in Reports > Financial
   
   
3. Select the Transactions report
   
   
4. Apply the following settings to the report
   
   
   1. Date Range: Apply a "Custom Date Range" and set the start and end dates
      
            Note: for a Pulse Analysis we require that you submit three full years of
             giving data (January through December) plus the current year-to-date data.
      
      
   2. Display: Select "All Transactions"
   3. Transaction Type: Select "Tax-Deductible Only"
   4. Account/Sub Accounts: For a Pulse Analysis, we recommend that you only select the account or accounts that support your general ministry operations. Please discuss this with your consultant if you are uncertain which accounts to include. 
   5. Additional People Columns: Select "Receipt Name" and "Giving Number" under the Financial grouping.
   6. Click the Generate button when you have confirmed settings A-E.
5. Click the Export button
   
   
6. Under Output, select Comma Delimited .csv, then click Export
   
   
   

Uploading Data to Generis

1. Fill out this form and upload the file you just downloaded in step 6 above. 
2. Your Generis consultant will review your data and run a Pulse/Move analysis. When the analysis is complete, he/she will contact you for followup.