Fundraising is hard.
From chasing down data to building reports for Monday meetings, your time gets stretched thin fast.
At Dakota, we built Joe Report Builder to make reporting (and your life) a whole lot easier.
Joe is an AI-powered report agent inside Dakota Marketplace that helps you generate, edit, and share reports across allocator, fund, and contact data in seconds.
In this article we’ll review the top 10 questions we get about how Joe works, from filtering to formatting to sharing with your team.
1. What can Joe Report Builder do?
Joe can build custom reports across Accounts, Contacts, Investments, and Dakota Recommends data. You tell Joe what you want, and it summarizes, filters, and formats it instantly.
2. Can it combine data from multiple objects?
Yes! Joe can connect the dots across datasets, like matching investors to funds or showing contacts by account type, to give you a complete view of relationships within Dakota Marketplace.
3. Can I ask for specific filters or time periods?
Absolutely. Whether you want “New RIAs investing in real estate this year” or “Investments made in the last 12 months,” just type it in. Joe applies the right filters for you.
4. Can I modify a report after it’s created?
Yes, every report Joe builds is fully editable. You can tweak filters, add or remove columns, and re-run reports as needed.
5. Where are my reports stored?
All your reports are automatically saved in your organization’s folder under the Reports tab, so you never lose your work and always know where to find it.
6. Can I share my reports with teammates?
Definitely. Reports can be shared with any authorized Dakota Marketplace user in your firm.
They’re saved to your company folder and tagged to the creator, making collaboration seamless.
7. Can I download reports?
Yes. If a report includes fields approved for export, you can download it directly to Excel for offline use or presentations.
8. Can I schedule recurring reports?
Not yet, but this capability is coming soon. You'll be able to schedule Joe to automatically update and deliver reports on a recurring basis (weekly, monthly, etc.).
9. Is my data secure when Joe creates reports?
Yes. Joe operates within your secure Dakota Marketplace environment, following all privacy and compliance standards. It only accesses Dakota data, not your notes, events, or tasks.
10. Who can I contact for help or training?
You can always reach out to your Customer Success Manager or email membership@dakota.com for help, best practices, or onboarding support.
Joe Report Builder Inside Dakota Marketplace
Joe Report Builder is more than a time-saver, it’s a smarter way to stay ahead in fundraising. By automating the reporting process and surfacing insights instantly, Joe helps you focus on building relationships and raising capital.
Book a demo of Dakota Marketplace to see Joe in action and see how easy report building can be.
