Generating Designation Donor Reports
This section discusses how to generate reports that list donors to a specific designation.
|
Page Name |
Definition Name |
Navigation |
Usage |
|---|---|---|---|
|
Designation Donor List |
AV_RUNCTL_DESDN |
|
Enter parameters and generate the Designation Donor List report. This report contains information about the posted commitments made to a particular designation. |
Access the Designation Donor List page ().
Image: Designation Donor List page
This example illustrates the fields and controls on the Designation Donor List page. You can find definitions for the fields and controls later on this page.
|
Field or Control |
Definition |
|---|---|
| Designation BU (designation business unit) |
Enter the designation business unit for which to generate a report. The report contains information about commitments to the business unit and designation you select. |
| Designation |
Select the designation for which to view commitments. Designations are funds at your institution to which donations and pledges can be allocated. The report contains information about commitments made to the designation you select. The values in the prompt include those designations for the setID related to the business unit selected. Both active and inactive designations appear in the prompt for this field. |
| From and To |
Note: If you do not select a date range, the system does not eliminate any records from the designation donor list report based on date range. |
| From Gift Amount and To Gift Amount |
Note: These fields relate to an individual gift range. Higher gift totals may appear on the generated report because the report calculates an individual's cumulative giving. |
| Constituents |
Select the type of constituents whose commitments you want to view on the report. The values that appear in this field are the valid constituent types defined at your institution. Examples of constituents are Alumni, Friend, Corporation, and so on. If you do not select constituent types, the system does not eliminate any records from the designation donor list report based on constituent type. Important! When you run the report, the row for each donor displays the highest priority constituent type assigned to the donor at the time a commitment was made to the designation. This type may vary from the type you select on this page, but the donor possessed the one you selected at the time the commitment was made. Keep in mind, an organization can only be assigned one constituent type at any given time. |
| Credit Type |
Select the credit types to view commitment information on the report. Credit type refers to the type of recognition the donor received for the commitment, such as Hard Credit, Soft Credit, and so on. Credit types are defined by your institution using the Recognition Types page. If you do not select credit types, the system does not eliminate any records from the designation donor list report based on credit type. |
The Designation Donor report lists all the commitments made to a particular designation that match the parameters you defined on this page. The From Gift Amount and To Gift Amount fields affect the report processing as follows:
When the From Gift Amount is greater than zero AND the To Gift Amount is equal to zero, the selection criteria will treat the From Gift Amount as the lower threshold with no limit on the To Gift Amount.
For example, if the From Gift Amount is equal to 1,000.00 USD and the To Gift Amount is equal to 0.00 USD, then the selection criteria will be all gift amounts greater than or equal to 1,000.00 USD.
When the To Gift Amount is greater than zero AND the From Gift Amount is equal to zero, the selection criteria will treat the To Gift Amount as the upper threshold with no limit on the From Gift Amount.
For example, if the To Gift Amount is equal to 21,000.00 USD and the From Gift Amount is equal to 0.00 USD, then the selection criteria will be all gift amounts less than or equal to 21,000.00 USD.
When the From Gift Amount is greater than zero AND the To Gift Amount is greater than zero, the selection criteria will treat the From Gift Amount as the lower threshold and the To Gift Amount as the upper threshold.
For example, if the From Gift Amount is equal to 1,000.00 USD and the To Gift Amount is equal to 21,000.00 USD, then the selection criteria will be all gift amounts greater than or equal to 1,000.00 USD and less than or equal to 21,000.00 USD.
When the From Gift Amount is equal to zero AND the To Gift Amount is equal to zero, the SQR process will not consider either the From Gift Amount or the To Gift Amount as part of the selection criteria.
For example, if the From Gift Amount is equal to 0.00 USD and the To Gift Amount is equal to 0.00 USD, then no additional selection criteria will be generated and all donors to the selected designation will be included in the report.
Example
In the following example, Shawn Gallegher makes two commitments to the Annual Fund. He makes the first commitment as a student in October 1995, and the second as an alumnus in October 1998.
|
Gift Amount |
Gift Date |
Constituent Type |
Credit Type |
|---|---|---|---|
|
1,000.00 USD |
10/01/95 |
Student |
Soft Credit |
|
2,000.00 USD |
10/01/98 |
Alumnus |
Hard Credit |
If you set the following report parameters:
Date Range: 01/01/95 - 01/01/96
Constituents: Student, Alumni
Credit Type: None selected
Your report would include a 1,000.00 USD gift from Shawn Gallegher with a Constituent Type of Student. The date range excludes his commitment on 10/01/98.
If you set the following parameters:
Date Range: 01/01/95 - 01/01/00
Constituents: Student
Credit Type: None selected
Your report would include a 1,000.00 USD gift from Shawn Gallegher with a Constituent Type of Student. The Constituent Type excludes his commitment on 10/01/98 because he was an alumnus when he made the commitment.
If you set the following report parameters:
Date Range: 01/01/95 - 01/01/00
Constituents: Student, Alumni
Credit Type: Hard
Your report would include a 2,000.00 USD gift from Shawn Gallegher with a Constituent Type of Alumni. The Credit Type excludes his commitment on 10/01/95 because he received soft credit for the commitment.
If you set the following report parameters:
Date Range: 01/01/95 - 01/01/00
Constituents: Student, Alumni
Credit Type: None selected
Your report would include a 3,000.00 USD gift from Shawn Gallegher with a Constituent Type of Alumni. Both commitments are included within these parameters, and Alumni is the constituent type returned for Shawn Gallegher because it has the highest priority of the commitments selected.