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15.4. Aristotle Assistant
The Aristotle Assistant is a function that can be used to clean up your data or to send automated reports to a list of recipients. The benefit of the assistant is that you do not need to go in and manually fix pieces of your data like the casing of names, the way phone numbers are entered in, or cleaning up other pieces of the data. We have automated reports that you can use to do this for you and they can be enabled on a daily basis too.
Within the tools tab, the Aristotle Assistant will have two panels.
Daily Actions
The left side is all of the automated reports that can be enabled on a daily basis, or they can be ran once if you just want to process data cleanup for a single time.
Each report has an enable daily toggle. This will enable the report to run every day.
There is a preview button that will show you the potential records that will be affected if the report is ran. Note: Not every report will have a preview, some downloaded exports will show 0 records. But you can still run the report and it will complete the cleanup process for you.
The run once button can be clicked if you just want to only run the current report one time.
Each report has a description and a title. You can read these to see what they will do. For example, the inactivate records with tag type of Inactive or Suppress will go in and if the record has a tag that has a tag type of Inactive or Suppress, the Aristotle assistant action will automatically mark that record as inactive.
The report's goals are to automate data entry and data cleanup for you so you do not need to go into the records and try to make the data look nice or clean it up yourself.
Scheduled Reports
The assistant also offers the ability to setup scheduled reports so that it can email specific information to you or someone else who needs to review it. There are compliance reports if you want to get a list of any over the limit donors or there are statistics reports if you are trying to get contribution information out of the database.
To setup a scheduled report, click on the Setup New Scheduled Report button.
The first panel allows you to customize the name, the frequency at which the report should be sent out, and the time stamp it should start on. Enter in these details and then click on next.
The select QRT box is the reports that you want to create. There are compliance reports like 24/48 hour notice for unfilled contributions, or missing employer/occupation information. Or there are contribution reports to get a list of contributions. Select the report that you want to build out, and then there are additional criteria that can be set.
For example, if you click the missing employer/occupation report. You can set the date range, the itemization threshold, and other details that you want to customize for this report.
Once you have everything entered in, make sure to hit save to set it on the report. You can then go to the next screen or you can add additional reports if you want to build out more reports to be sent.
The compose email section is where you will build out the email that will get sent to the recipients. You can customize the theme, the message, and also add the emails that need to receive it. Once all the details are entered in, just hit created scheduled reports.
It will finish, and then you should receive that report on the time stamp that you set in step 1 for scheduled report setup.
If you ever have any ideas or need a certain report built out for the assistant. Please do not hesitate to reach out to support@aristotle.com
We would love to hear your ideas on ways that this tool can be further utilized.