View key organizational descriptive and financial information in a tabular format
In this help article...Cause IQ's search table tool allows you to quickly and easily compare a segment of organizations by relevant descriptive and financial details. Use Cause IQ's Search filter sidebar to narrow down on a segment of organizations that meet specific parameters, or open a list of organizations you have manually created/uploaded into Cause IQ.
Click the"Table" tab from the search interface to open the table tool.
You can add most Cause IQ fields (quantitative and qualitative) as columns to the search table tool; just click "Customize columns" and search for the fields you want to include as column headers. Once you select the fields you want to include as columns, click "Change columns" to save your settings.
Note you have the option to make the selected columns your default column headers by checking the "Set these columns as defaults" box. If you add columns as defaults, the system remembers the columns, and they are the pre-selected column headers for whenever you return to the table tool. You can always change your default columns.
You can sort organizations in the table by any column you've chosen. Simply click on the column header, and the table will sort itself. If your segment of organizations exceeds 20, you have the option to navigate to different pages at the bottom of the screen.
Here's an overview video of Cause IQ's search table tool:
You can easily download the information from the search table tool to an Excel spreadsheet. The spreadsheet mirrors what you see inside the table tool and includes all the organization details you added as columns. To download the packaged report, click "Download table" on the right side of the screen and then click "Download spreadsheet".
Here's a look at where you choose to download organization information from the table tool.
The search table tool's Excel download functionality requires a Cause IQ Pro subscription. If you're not sure which subscription-level you have access to, please reach out to your Cause IQ account manager or [email protected].
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