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How to extract PULSE report and MOVE report data from Rock RMS

This will guide users of the Rock RMS 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 Rock RMS

  1. Log into Rock RMS with finance/giving permissions.
  2. Navigate to Finance → Transactions.
  3. Apply filters (date range, transaction types, funds, etc.) to cover last 3 years of giving data.
  4. Make sure to export the following fields: Donor ID, Amount, Date
  5. Run the transaction report.
  6. From the results grid, use Export to Excel/CSV/“Export” or “Merge” actions to retrieve the data. 

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.