Skip to content

Skip to navigation | Skip to main content | Skip to footer

DDAR Training Hub

Home
RE Basics
Constituent Records

Addresses
Phone Numbers
Email Addresses
Business Details
Who Can Be Contacted And How
- Explicit Consent to Contact By
Education
- Adding Education Details
Names
Spouse Relationships
- Add a Spousal Relationship
- Amend or End a Spousal Relationship
Relationships
Volunteering
Attributes
- Add an Attribute
- Update an Attribute
Actions
- Add an Action
- Amend an Action
Prospect Management
Media Tab
- Adding Media
Finance
- Gift Agreements Process
Other Record Types

Events
- Create
- Processing Registrations
- Creating Guest Lists
- Post Event Updates
- Registering a Guest
Data Management

Querying
- Query Basics
- Constituent Queries
- Action Queries
- Mailchimp Segment Queries
RE Tips
RE Advanced
Data Management

Prospect Management
- Dashboards
- Class Lists
Other Record Types

Campaigns

Funds

Appeals
Data Management

Querying
- Advanced Querying
Exporting
- Create an Export
- Modify an Export
Importing
- RE Import Module
- ImportOmatic
- API from integration hub to Raiser’s Edge
Inactive
- Inactive Definition
Gift Processing
- Single Gifts
- Paid File - Direct Debits
- CAF Vouchers (and card payment*) – POST
- Standing Order Monthly Payments
- Weekly Smarteezie Imports
- Add New DD Gift
- Amend a DD Gift
- Add a New Pledge
- Add a Pledge Instalment
- Write Off a Pledge
- Gift Aid Claim Procedures
- JustGiving Process
- Recording Legacy Pledges and Gifts
- Record Gift Aid Declarations
- Cancelling Direct Debits (file from Rapidata)
- Crowdfunding
- Gift Coding - Process for Gift Administrators
- Refunding OLX/Online Payments
- Gifts via the Office Phone (66021)
- Remove Soft Credit in Queries
Online Express
RE Management

Administration
- Security - User Profiles
- Security - User Groups
- Global Data Adds
- Global Data Changes
- Global Data Deletion
- Finding Duplicate Records
- Merging Duplicate Records
- Adding Constituent Codes
Plugins

Queue Function

Configuration
- Alumni Library Data
- Business Rules
- Attributes
Reporting
Data Warehouse
Power BI
Tableau
- Prospect Research Reports: Procedure Guide
- Profile Generators
- Events Dashboard
Other Systems
Manchester Network

Front End (Alumni)

Front End (External)

Mentoring

Administration
- Manchester Network – Manual Verification
- Adding Events to Manchester Network
- Advanced Mentoring Programmes
- Manage Event Listings
- Admin Account Creation & Access
- Admin Account Creation & Access
- Email for Life
- Statistics & Reporting
- Aluminati SSO for YMO
- SNS - Setup/Management
- SNS - Running the Process
- SNS conflict resolution for the Manchester Network
- Contacting Aluminati (DaPulse)
Mailchimp

Using Mailchimp
- Building Emails (inc. Content Guidelines)
- Create a Mailchimp Bulk Tag
- MailChimp API Process (PHP)
- User Management (staff)
IOM Connector
- Mailchimp Segment Queries
- Uploading Segments
- Refreshing Segments
- Subscribes
- Unsubscribes
- Campaign Activity
Surveys
- Survey Tips and Considerations
- Creating a Survey
- Exporting/importing on LimeSurvey
Communigator
- Communigator
Justgiving
- Front End
- Back End
Hubbub
- Front End
- Adding a Cash Pledge
CAF
- Administration
- Processing Gifts
Rapidata
- Administration
- Processing Gifts
Reception Functions
Smart Outlook
- Smart Outlook
Smarteezie

Front End
- Caller
- Smarteezie Daily Tasks
- Smarteezie Supervisor Access
Data Management
- Smarteezie Import & Export Data
Working From Home
YMO
- Administration
- Default Template
- Events Template
Giving Blog
- Administration
- Content Guidelines
Training Guides Site
- Editing the top menu
- Administration
- Content Guidelines
Compliance

Data Protection - overview

NAFUM

Systems Access

HKFUM

Privacy Statements

Confidentiality & Non-Disclosure Agreements

Home RE BasicsDiscoverer: Background Changes

Discoverer: Background Changes

Published: 15th February 2018

There are some background changes you may need to make in Discoverer, in order to make reports run a little smoother.

See the guide below for instructions on how to make these changes.

Discoverer_Background_Changes

Contact us

+44 (0) 161 306 3066
Contact details

Find us

Development and Alumni Relations
The University of Manchester
Oxford Rd
Manchester
M13 9PL
UK

Connect with us

Disclaimer /
Privacy /
Copyright notice /
Accessibility /
Freedom of information /
Charitable status /
Royal Charter Number: RC000797

Close menu
Home

This website uses cookies. By dismissing this message you are consenting to the use of cookies as detailed in our privacy notice. You can clear and manage cookies through your browser settings.Dismiss

Privacy & Cookies Policy

Necessary Always Enabled