Download the last five years of quantitative data for up to 3,000 nonprofits at once
Cause IQ's multi-year export feature allows Cause IQ users to download quantitative data for organizations from the past five years in bulk. Cause IQ customers use these reports to view how specific data points have changed over the years for relevant organizations. These reports give you the insights you need to inform your clients on industry trends and answer their questions on how their financial information compares to a segment or list of organizations.
The Cause IQ multi-year export tool requires a Cause IQ Pro Subscription. If you need help understanding your current Cause IQ subscription level, please reach out to your Cause IQ contact or [email protected].
Follow the steps below to learn how to access and generate a report with Cause IQ's multi-year export tool.
Either create a new search for a desired target market, load a saved search, or open a list of specific organizations (created manually or with the CSV upload tool).
Click the "Export" tab from the organization search interface to access the search export tool.
In the "What" step of the export process, select "Last five years of organization details" within the "What to export" section.
Please note that Cause IQ's multi-year export feature is only available when exporting "Organization details" directly to a "CSV spreadsheet file".
In the "Columns" step, select the fields you want to add as column headers in your report.
Please note that any qualitative fields you select will only be included on the "Most recent" overview worksheet of your report.
In the "Confirm" step of the process, we suggest you review the information your Excel file will include. Once you're ready to generate your report, click "create spreadsheet".
Once Cause IQ processes your export, you can download the Excel file directly in the website from the blue pop-up notification. Additionally, your file is available to download from your Dashboard and Cause IQ emails you the file.
Your multi-year report contains a "Most recent" overview worksheet that shows the organizations' most recent quantitative data points and any selected qualitative data, and one worksheet per year that contains the selected field value for the corresponding year.
Here's a video that overviews how to use Cause IQ's multi-year export feature and what the output looks like:
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