Report Card

The Customer Portal Report Card is a place for MinistryPlatform customers to login and view the details of their most recent data quality grade.

Report Cards are generated monthly on first Saturday following the first Friday of the month and immediately available on the Customer Portal. The most recent report card is visible and past report cards are available in the drop down.

An overall grade is assigned and emailed to your organization's Data/User SPoCs monthly on the first Monday following the first Friday of the month. Any User from your organization can review the Report Card history and details via the Customer Portal.

Grade Categories

Your overall grade is calculated based on your grade in the individual categories detailed below. Your percent grade and percentile (across all MinistryPlatform churches) is also included. Honor roll is awarded to churches in the top percentile.

A trend graph of the past five weeks is also visible for each category. Hovering over trend graphs will show the date and count.

Active vs. Activity

The number of Contacts* with an Active status should reflect the people who are actually active in your church.

  • How calculated: The ratio of Active Contacts compared to the number of Contacts with Activity Log activity in the last 365 days.
  • How to get an A: 85% or more of your Contacts with a Contact Status of Active also have Activity in the last year.
  • How to improve: Data Issues: Active vs Activity
Duplicate Contacts

Duplicate Contacts should be kept to a minimum. This grade is weighted more heavily than others and rewards improvement over time.

  • How calculated: The number of Contacts marked with the Duplicate of Contact Relationship compared to the number of Contacts with Activity (Activity Log) in the last 365 days.
  • How to get an A: Less than 2% of your Contacts with the Duplicate of Contact Relationship also have Activity in the last year.
  • How to improve: Data Issues: Duplicate Contacts
Contacts No Household

Contacts should have a Household record.

  • How calculated: The number of Contacts with a missing Household field compared to the number of Contacts with Activity (Activity Log) in the last 365 days.
  • How to get an A: Less than 2% of your Contacts with a missing Household field also have Activity in the last year.
  • How to improve: Data Issues: Contact No Household
Default Donor Donations

Donations should be assigned to an actual Donor.

  • How calculated: The number of Donation records associated with Default Contact this month as compared to the number of Donation records associated with Default Contact last month.
  • How to get an A: Less than 2% of your Donations are associated with Default Contact compared to number of Contacts with Activity in the last year or none.
  • How to improve: Data Issues: Default Contact - Donations
Default Donor Pledges

Pledges should be assigned to an actual Donor.

  • How calculated: The number of Pledge records associated with Default Contact this month as compared to the number of Pledge records associated with Default Contact last month.
  • How to get an A: Less than 2% of your Pledges are associated with Default Contact compared to number of Contacts with Activity in the last year or none.
  • How to improve: Data Issues: Default Contact - Pledges
Default Form Responses

Form Responses should be assigned to an actual Contact.

  • How calculated: The number of Form Response records associated with Default Contact this month as compared to the number of Form Response records associated with Default Contact last month.
  • How to get an A: A decrease of at least 10% month over month, none, or number is < 2% of total Form Responses in the last year.
  • How to improve: Data Issues: Default Contact - Form Responses
Default Event Participants

Events should be assigned to actual Participants.

  • How calculated: The number of Event Participant records associated with Default Contact this month as compared to the number of Event Participant records associated with Default Contact last month.
  • How to get an A: A decrease of at least 10% month over month, none, or number is < 2% of total Event Participants in the last year.
  • How to improve: Data Issues: Default Contact - Event Participants
Default Group Participants

Groups should be assigned to actual Participants.

  • How calculated: The number of Group Participant records associated with Default Contact this month as compared to the number of Group Participant records associated with Default Contact last month.
  • How to get an A: A decrease of at least 10% month over month, none, or number is < 2% of total Group Participants in the last year.
  • How to improve: Data Issues: Default Contact - Group Participants
Default Opportunity Responses

Responses should be assigned to actual Participants.

  • How calculated: The number of Opportunity Response records associated with Default Contact this month as compared to the number of Response records associated with Default Contact last month.
  • How to get an A: A decrease of at least 10% month over month, none, or number is < 2% of total Opportunity Responses in the last year.
  • How to improve: Data Issues: Default Contact - Opportunity Responses
Default Group Inquiries

Inquiries should be assigned to actual Participants.

  • How calculated: The number of Group Inquiry records associated with Default Contact this month as compared to the number of Group Inquiry records associated with Default Contact last month.
  • How to get an A: A decrease of at least 10% month over month, none, or number is < 2% of total Group Inquiries in the last year.
  • How to improve: Data Issues: Default Contact - Group Inquiries
Major Data Issues

Contacts should be properly related to Participants, Donors, and Users.

  • How calculated: The number of Contact records with a mismatches (IDs do not match both ways). Includes mismatched Participant, Donor, User and multiple Participants, Donors, or Users pointed to the same Contact.
  • How to get an A: No Contact records with a major data issue.
  • How to improve: Data Issues: Mismatched People Records

Significant Major Data issues will cap your overall grade at a B or C based on severity. This grade is weighted more heavily than others.

*For the sake of simplicity, in this article, "Contacts" are Contacts with a Contact Type of Individual. Contacts with a Contact Type of Company are not in scope when calculating Contact based Report Card grades.

Concerned about your report card grades? Reach out to a Coach to make a plan for getting on the data honor roll!
 

Last Modified: 4/9/2020

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