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How to extract PULSE report and MOVE report data from Keela

This will guide users of the Keela 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 Keela

  1. Log into your Keela account with a role that has access to giving/transaction data (usually admin or finance roles).
  2. From the left-hand menu, click Donations (sometimes labeled Transactions depending on your account setup).
  3. This page shows all donation records in your database.
  4. Set the date range to the last 3 years of giving data. 
  5. Make sure to export the following fields: Donor ID, Amount, Date
  6. Click the Export button, usually at the top-right of the donations list.
  7. Choose your preferred export format: CSV or Excel.
  8. Confirm the export.
  9. Keela will prepare the export file. Depending on your system, you may get a direct download link or receive an email notification with a link to download.

Uploading Data to Generis

  1. Fill out this form and upload the file you just downloaded in step 9 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.