---
title: "Datasets Overview"
slug: "datasets-overview"
updated: 2026-03-11T23:49:36Z
published: 2026-03-11T23:49:36Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Datasets Overview

[Embedded content](https://player.vimeo.com/video/778614106)

## What is a dataset?

You are likely familiar with the [person record](/v1/docs/getting-started-with-records), which stores person-scoped data like name, birthdate, contact information, etc.

The **person dataset**is the collection of all person records in your database. There are other datasets in your database that collect other kinds of information.

The records in a dataset:

- 📊 Have an overview dashboard and a timeline of interactions
- 🔎 Can be queried and reported on
- 📂 Can store materials
- 👩‍👦 Can have parent/child relationships with other datasets

All of the above functions make datasets powerful tools for data collection.

## The standard datasets

Go to **Records.**The datasets in your database appear in a list.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Datasets.png)

Different database types include different standard datasets:

Admissions 🪪Student Success 🎓Advancement 🤝

#### Person

The [Person dataset](/v1/docs/getting-started-with-records) stores person-scoped information.

#### Application

The [Application dataset](/v1/docs/application-building-checklist) collects application records.

#### Organizations and Organization Contacts

The Organizations dataset is pre-populated with the approximately 50,000 organizations identified by the College Board with a CEEB Code.

The [Organization Contacts dataset](/v1/docs/organization-contacts-dataset-overview) represent the contacts at the schools with whom you communicate.

#### Person

The [Person dataset](/v1/docs/getting-started-with-records) stores person-scoped information.

#### Application

The [Application dataset](/v1/docs/application-building-checklist) stores application records.

#### Enrollment

The Enrollment dataset stores enrollment-scoped information—that is, information about a student’s progress at your institution.

> [!WARNING]
> 🚧 Enrollments are currently in development.

#### Organizations and Organization Contacts

The Organizations dataset is pre-populated with the approximately 50,000 organizations identified by the College Board with a CEEB Code.

The [Organization Contacts dataset](/v1/docs/organization-contacts-dataset-overview) represent the contacts at the schools with whom you communicate.

#### Person

The [Person dataset](/v1/docs/donor-alum-record) stores person-scoped information, including a record of a donor’s giving.

#### Application

The [Application dataset](/v1/docs/application-building-checklist) stores application records. While this dataset is included in Advancement databases, it is not applicable and can be ignored.

#### Appeals

The records in the [Appeals dataset](/v1/docs/store-appeal-data-in-a-dataset) represent specific outreach efforts to solicit gifts.

#### Campaigns

The records in the [Campaigns dataset](/v1/docs/the-campaigns-dataset) represent your broad fundraising initiatives or goals.

#### Class Years

The records in the [Class Years dataset](/v1/docs/the-class-years-dataset) represent alumni classes, and include data like total alumni, fiscal year giving, total class giving, and current pledges

#### Companies and Foundations

The records in the [Companies and Foundations dataset](/v1/docs/companies-and-foundations-record) represent employers and non-human entities that have the capacity to give.

#### Educational Institutions

The records in the [Educational Institutions dataset](/v1/docs/the-educational-institutions-dataset) represent schools and universities.

#### Funds

The records in the [Funds dataset](/v1/docs/funds-dataset) represent funds, and include data like accounting information, restrictions, and fund contacts. Funds can be linked to individual gifts.

#### Named Spaces

The records in the [Named Spaces dataset](/v1/docs/the-named-spaces-dataset) represent donor-named areas.

#### Performance Management

The records in the [Performance Management dataset](/v1/docs/the-performance-management-dataset) represent staff user accounts and their respective person record assignments.

## Parent and child datasets

Datasets can have [**parent/child relationships**](/v1/docs/creating-a-child-dataset)**.** In the same way that an application records lives on a person record, Organization Contacts records require an associated Organization record to exist.

## Custom datasets

Like person records, **custom datasets**can contain [custom fields](/v1/docs/custom-fields), addresses, devices, and relationships. While the standard datasets in Slate are related to schools, custom datasets can keep track of volunteer records, churches, alumni interviewers, community-based organizations, and more.

![Dataset_Example.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/9975854656795.png)

If there is a need for a type of record that is not an applicant, person, or organization, creating a custom dataset may fit the bill.

> [!CAUTION]
> 🔔 Important!
> 
> The creation and maintenance of custom datasets are time consuming processes. Upon creation, they contain almost no features or functionality. Creating a custom dataset is a **long-term project** that should only be attempted with ample planning time.

Custom datasets can represent institutions and individuals that:

- have **many data points** which need to be stored, queried and reported on,
- exist **independently** of person records, or
- exist **outside the normal scope** of person records.

#### Not sure whether a custom dataset is right for your process?

Check out our [Custom Datasets article](/v1/docs/custom-datasets-overview), attend a [Community Conversation](/v1/docs/community-conversations) to bounce your ideas off Technolutions staff, or explore the Record Management section of our [Community Forums](/v1/docs/) for inspiration from fellow Slate users and dataset aficionados.

📖 [Read more about custom datasets](/v1/docs/custom-datasets)
