Using Pebble Reports with Donorfy

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This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing

 

Pebble Reports will retrieve data via the Donorfy Data Service, to use the data service you will need to find your System API key - see this article for help with that.

To use this feature your Donorfy sign-in needs access to the Donorfy Data Service - see this article for help managing user permissions.

 

Pebble Reports allows you to quickly and easily build reports using your Donorfy data.

You can download a trial version of Pebble Reports so you can evaluate it before you decide to buy it - you need to download the version of Pebble which use can use OData as a data source.

Your link to the Donorfy data service will be https://data.donorfy.com/odata/<your api key> e.g. if your api key was abcdefgh your link would be https://data.donorfy.com/odata/abcdefgh

When you start Pebble Reports click on the Connection button on the Data tab, press new and choose OData Connection

 

Setup your oData connection by entering your link to the Donorfy data service and your user name and password - similar to the example below

Once you have entered your details press the Open button on the Sheet Data Connection page.

Next press the Query button, this will display the OData Query Builder - as per the screenshot below - use the drop-down list under 'Choose a function or entity set' to select the type of data your want to include in your report, then press OK.

 

 

 

 

 

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