AVROLE − Role Assignments

The Role Assignments report summarizes information about the prospect assignments for a resource for a particular role. You can run either a summary or detailed report. A summary report produces a one-page report that includes the ID and name of the assigned resource and the number of assignments he or she has that meet the parameters that you set for the report. A detail report produces the summary page and a separate page for each resource that includes the ID and name of each prospect assigned, the associated campaign, start date, end date, and whether the spouse's record is linked.

The Summary Page is generated each time that you run the report, regardless of whether you select a Report Type of Summary or Detail on the Role Assignments report page.

Field or Control	Description
Institution	Displays the name of the institution for which you are viewing assignments by role.
Role	Displays the role for which you are viewing resource assignments. Roles are the part the resource assumes in the cultivation process such as Prospect Manager, Campaign Manager, and so on.
Sort Order/Sort By	Indicates whether you are viewing assignments in ascending or descending order by count, ID, or name.
Staff ID, Volunteer ID, and Unit Code	Displays the ID of the resource with assignments that fall within the parameters that you set for this report. The label for this column changes depending on the assigned resource type that you select on the Role Assignments report page.
Name	Displays the name of the resource with assignments that fall within the parameters that you set for this report.
Number of Assignments	Displays the number of assignments for this resource that fall within the parameters that you set for this report.

Note:

If a prospect has a spouse and you chose to link their records when creating the resource assignment, the couple counts as only one assignment in the total count that appears here.

The Detail pages are generated only when you select a report type of Detail on the Role Assignments report page.

Field or Control	Description
Staff ID, Volunteer ID, and Unit Code	Displays the ID of the resource with assignments that fall within the parameters that you set for this report. The label for this column changes depending on the assigned resource type that you select on the Role Assignments report page.
Assigned Prospect	Displays the name of the prospect assigned to the resource for an assignment that matches the parameters defined for the report.
Prospect ID	Displays the ID of the prospect assigned to the resource for an assignment that matches the parameters defined for the report.
Campaign	Displays the campaign code and description for the campaign associated with this resource assignment. You select a campaign when you create the resource assignment.
Sps Link (spouse link)	Indicates whether a spouse's record has been linked to this resource assignment. If so, the assignment for both the prospect and his or her spouse counts as a single assignment in the Number of Assignments column on the summary page of this report.

When you run this report, the system creates a file named sqr.log in your temporary directory. This file contains information about the parameters that you defined for the report.

You should print this file and save it with each report so that you can retain information about the parameters used to generate the report.