Contributor Relations Reports: A to Z

Lists graduates selected for the process and their constituent types. (Reporting tool: BI Publisher)

select Contributor Relations, then select Constituent Information, then select People, then select Process Biodemo Information, then select Graduates to Alumni

AV_RUNCTL_CONFR

Lists past-due pledge amounts by time period and business unit. (Reporting tool: BI Publisher)

select Contributor Relations, then select CR Reports, then select Giving Reports, then select Pledge Schedule Aging

AV_RUNCTL_PLAGE

Lists electronic payment transaction requests, sorted by status. (Reporting tool: BI Publisher)

select Contributor Relations, then select Session Management, then select Process Electronic Payments, then select EP Run Review

AV_EP_RUN_DETAIL

Summarizes the progress of a campaign in relation to its goals. The report includes information about the financial goal, current gifts, deferred gifts, and so on. If you include related campaigns in the report, a campaign summary is generated that totals the progress for the campaign and its related campaigns of a lower reporting level together. (SQR)

select Contributor Relations, then select CR Reports, then select Giving Reports, then select Campaign Progress Report

AV_RUNCTL_CAMPR

Lists all the donors who have made a commitment to a particular designation that matches the parameters you define on the Designation Donor List report page. (SQR)

select Contributor Relations, then select CR Reports, then select Giving Reports, then select Designation Donor List

AV_RUNCTL_DESDN

Summarizes differences for all giving clubs active as of the process date, ordered by giving club and fiscal year. Also helps to identify differences between prior giving club data and recalculated data so that you can review and add memberships. (SQR)

select Contributor Relations, then select Session Management, then select Giving Clubs, then select Process Giving Clubs

AV_RUNCTL_GCLUBS

Summarizes gift income by following standards created by the Council for the Advancement and Support of Education (CASE) and the Council for the Advancement of Education (CAE). (Reporting tool: BI Publisher)

select Contributor Relations, then select CR Reports, then select Giving Reports, then select CAE Report

AV_RUNCTL_CAE

Summarizes information about the prospect assignments for a resource for a particular role. (SQR)

select Contributor Relations, then select CR Reports, then select Role Assignments

AV_RUNCTL_ROLE