Video 4 of 6 - Using Reports for Data Standardization
Last Updated: 8/19/25
Using Reports for Data Standardization
In this video, we move beyond static funder reports and explore how reporting tools can be used to test, clean, and standardize your data. You’ll learn how to build test reports that check for missing fields, incorrect entries, and logic errors—ensuring that your intake forms are actually capturing the data you need.
We also cover key concepts like data mapping, field indexing, and aligning internal categories with funder reporting templates. With a focus on continuous improvement, this video emphasizes that reporting isn’t just an end task—it’s an essential part of managing data integrity throughout your organization.