Standard Biographical Reports

This report provides a list of selected corporations and foundations with a phone number for each. When they exist, the report includes the names of those persons listed as contacts (Name Type code con) for the corporations or foundations.

The standard criteria selects Corporate and Foundation constituent types.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The standard sort for this format is alphabetical by the preferred name of the selected constituents.

This report is suitable for viewing in HTML.

Customization Tips

Criteria can be modified as needed to select any particular group of constituents. You might want to limit the selection to those corporations and foundations that have Contact Names recorded.

Options should not be changed.

This report provides a list of the selected constituents and their current and former employment information. Selected constituents who have no employment information are not included in the final report output.

The standard criteria selects Alumni, Individuals, and Parents constituent types.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The standard sort for this format is alphabetical by the preferred name of the selected constituents.

This report is suitable for viewing in HTML.

Customization Tips

Criteria can be modified as needed to select any particular group of constituents, such as everyone who gave a gift today.

Options should not be changed.

This report provides a list of selected Employment rows and the constituents who own them. It may be useful for showing the current, active employment for recent donors who work for matching gift companies.

The standard criteria selects all active Employment rows.

Do not combine spouse names, Allow multiples, Exclude deceased.

None.

The standard sort for this format is alphabetical by the preferred name of the constituents who own the selected Employment rows.

This report is suitable for viewing in HTML.

Customization Tips

Additional criteria may be added as needed to select the Employment rows for any particular group of constituents, such as everyone who gave a gift today. The Employment table must remain the key table.

Deceased could be included but other Report Options must not be changed.

This report lists biographical, family relationship, and spouse information, and is designed to be produced daily for each constituent whose address or other biographical information may have changed. A return envelope should be included so the constituent may verify the information and return any new information to the Development Office.

The standard criteria selects Alumni, Individuals, and Parents constituent types.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The standard sort for this format is alphabetical.

This report is not intended for HTML viewing.

Customization Tips

Users can modify the criteria to select any desired group of constituents. It may be particularly useful to select anyone with an address change date equal to the current day's date.

Options should not be changed.

This printout is used for reference and general listing purposes. This report lists biographical, employment, and family relationship information on desired constituents.

The criteria selects specified constituent types

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The standard sort for this format is alphabetical.

Not suitable for viewing in HTML.

Customization Tips

The criteria can be modified to select any group of constituents desired, such as a list for a particular region or class year.

Options should not be changed.

Mini-Biographical Export

This report is intended to be exported to an Excel document. This report lists biographical information including home and business address, spouse name, constituency type, as well as the most recent education information on desired constituents as well as giving totals for two different years. Those totals are calculated on the Amount field, and they include Bequests, Giving, and Pledge Payment Transaction Types. They also include spouse gifts.

The standard criteria selects constituents having a Constituent Type of Alumni, Individual, or Parent.

Basic Data

TOTAL 1 - Sum: Most Recent Year
This Total is calculated using the Amount field from the gift, bequests, and pledge payment transactions, and includes the amounts for the spouse of the selected constituent. You will be prompted to specify the beginning and ending dates for the transactions to be included in the calculation of the total.

TOTAL 2- Sum: Second Most Recent Year
This Total is calculated using the Amount field from the gift, bequests, and pledge payment transactions, and includes the amounts for the spouse of the selected constituent. You will be prompted to specify the beginning and ending dates for the transactions to be included in the calculation of the total.

Combine when both are selected, Remove multiples, Exclude deceased, Remove spouses

Parameter 1 : Most Recent Year
Parameter 2: Second Most Recent Year

none

Customization Tips

The criteria can be modified to select any group of constituents desired.

Total definitions may be modified to select gifts from the most recent and second most recent years, and the names of the Totals edited accordingly. The Totals may also be edited to select transactions of different types, campaigns, solicitations, etc. or to include joint or matching transactions as desired. If joint options are used, the Report Options should be edited accordingly.

Spouse names could be combined, if you also change the Total definitions to Include Spouse and/or Include Matching Giving, and if you change the Report Option to Remove Spouse.

Deceased options could be changed.

Remove multiples option should not be changed.

This printout is used for reference and general listing purposes. This report lists biographical, employment, and family relationship information on desired constituents, as well as giving totals for two different years. Those totals are calculated on the Amount field, and they include Bequests, Giving, and Pledge Payment Transaction Types. They do not include any matching transactions or joint transactions.

The standard criteria consists of several prompted criteria statements which you may use or exclude when the report is run. They are:

What constituent type(s) would you like to include?
What are the preferred year(s) for these constituents?
What attribute(s) should these constituents have?
What attributes(s) should these constituents NOT have?

The criteria also includes two Totals which include prompted criteria statements in their definitions.

Total 1 - Sum: Most Recent Year
What types of gifts should be included?
What campaign(s) should be included?
What data range should be used?

Total 2 - Sum: Second Most Recent Year
What types of gifts should be included?
What campaign(s) should be included?
What date range should be used?

Any table may be used for the first line of criteria.

TOTAL 1 - Sum: Most Recent Year
This Total is calculated using the Amount field from the specified transactions. You will be prompted to specify a set of Transaction Types, a set of Campaigns, and the beginning and ending date for the transactions to be included in the calculation of the total. You may choose to ignore any of the prompted criteria statements for the Total when the report is run.

TOTAL 2- Sum: Second Most Recent Year
This Total is calculated using the Amount field from the specified transactions. You will be prompted to specify a set of Transaction Types, a set of Campaigns, and the beginning and ending date for the transactions to be included in the calculation of the total. You may choose to ignore any of the prompted criteria statements for the Total when the report is run.

Do not combine spouse names, Remove multiples, Exclude deceased Do not remove spouses

Most Recent Year?

Second Most Recent Year?

Would you like to sort by Constituent Type, Preferred Year or Alphabetical?

Business Address.rpt, Family Relations.rpt, Home Address.rpt

Customization Tips

The criteria can be modified to select any group of constituents desired.

Total definitions may be modified to select gifts from different time periods and the names of the Totals be edited accordingly. The Totals may also be edited to select transactions of different types, campaigns, solicitations, etc. or to include joint or matching transactions as desired. If joint options are used, the Report Options should be edited accordingly.

Spouse names could be combined, if you also change the Total definitions to Include Spouse and/or Include Matching Giving, and if you change the Report Option to Remove Spouse. You should also be aware that if you do make these changes, the Relationships shown on the report will belong to only one of the spouses.

Deceased options could be changed.

Remove multiples option should not be changed.

This is an exception report for multiple preferred addresses. Shows name, ID, and addresses with valid months of all constituents who have more than one preferred address. This report should be used to determine if multiple preferred addresses are acceptable, because of differing valid months, or if corrections are needed.

The standard criteria selects all preferred Address rows (where Mailcode 1 is checked.)

Address

None

Do not combine spouse names, Allow multiples, Exclude deceased, Do not remove spouses

None

None

Customization Tips

The criteria can be modified to select the preferred address of any subset of your constituents that you desire.

Remove multiples option should not be changed.

This is an exception report for multiple preferred addresses. Shows name, ID, and addresses with valid months of all constituents who have more than one preferred address. This report should be used to determine if multiple preferred addresses are acceptable, because of differing valid months, or if corrections are needed.

The standard criteria selects all constituents.

Any table may be used for the first line of criteria.

None

Do not combine spouse names, Remove multiples, Exclude deceased, Do not remove spouses

None

None

Customization Tips

The criteria can be modified to select any group of constituents desired.

Remove multiples option should not be changed.

This printout is used for reference and general listing purposes. The preferred name is shown in the first column. If they exist, the formal and maiden names are listed. The code utilized to find the formal name is form. The code utilized to find the maiden name is maid.

The criteria selects all Alumni, Individuals, and Parents who have a preferred Name row.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The standard sort for this format is alphabetical.

This report is optimized for printing but may also be viewed as an HTML page.

Customization Tips

The criteria can be modified to select any group of constituents desired, such as a list for a particular region or class year.

If you want, you may remove the criteria statement which selects preferred names. In those cases, the formatted report will show the preferred names if they exist. If not, the first name type that is found is utilized.

Options should not be changed.

This report produces a list of constituents with a constituent type of parent, along with their addresses and children's names (those that are recorded in the database using the Relationship codes son, daug, ch, or child). It is intended for use in producing a parent directory publication.

The standard criteria selects all constituents with a Constituent Type of Parent and who also have a son, daughter, or child Relationship.

Combine when either selected, Remove multiples, Exclude deceased.

None.

The standard sort for this format is alphabetical

Not suitable for viewing in HTML.

Customization Tips

The criteria may be altered to further restrict the set of constituents who will be selected for the report.

Spouse name options or deceased options might be changed if desired.

This report is designed to provide Phonathon callers with the information necessary to make effective solicitation calls. Each selected constituent's information prints on a separate page for easy distribution. Each page shows address and home phone number, Constituent Type and preferred and parent year for the constituent, along with employment information for both the selected constituent and spouse. The report shows giving totals for the current and previous 2 years giving totals (based on gifts and pledge payments processed in those time periods) for each selected constituent.

The standard criteria selects Alumni, Individual, and Parent Constituent Types. It also calculates Totals for gift and pledge payment transactions with Process Date years of 1996, 1997, and 1998. Those Totals include Match Paid and Joint Amounts.

Do not combine spouse names, Remove multiples, Exclude deceased.

Parameter 1: This Year
Parameter 2: Last Year
Parameter 3: Two Years Ago

Optimized for printing. If viewed in HTML the spacing may be unsatisfactory.

Customization Tips

Criteria should be modified for the desired time frames. Other criteria may be added as needed to narrow the group of selected rows.

The Totals might be edited to base the calculations on gifts and pledges (rather than payments) or to include credits. The Total options may be modified as appropriate.

Options should not be changed.

This report provides a list of constituents and the Home Address and primary phone number and the Business Address and phone number.

The standard criteria selects Alumni, Individuals, and Parents constituents with a good address.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

Not suitable for viewing in HTML.

Customization Tips

Criteria should be modified to select the desired set of constituents.

Spouse name and deceased options may be modified as desired.

This report is an alphabetical list of all event registrants and their guests, showing mailing address and the registrant's fee information.

The criteria selects all Registration rows with a prompted Event code.

Do Not Combine, Allow multiples, Exclude Deceased
Preferred Address

None

Report is grouped by registrant name and sorted by guest name.

This report is suitable for viewing in HTML.

Customization Tips

The criteria may be edited as desired, as long as the key table is not changed.

This printout is used for reference and general listing purposes. This report lists name, ID number, constituent type, preferred year and address information for selected constituents in a one-across format.

The standard criteria selects all Alumni, Individuals, and Parents and identifies a preferred, good, valid this month addresses for each.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The default sort for this format is alphabetical by name.

Although it is intended that this report be printed, it is also suitable for viewing in HTML.

Customization Tips

The criteria can be modified to select any group of constituents desired. For example, rosters might be done for specific class years, regions, or club participation.

Spouse names can be combined if desired. Deceased constituents may be included.

This report produces a concise printout for quick listing or reference purposes. This report lists name, ID, constituent type, preferred year (if chosen), and address information on selected constituents.

The standard criteria consists of several prompted criteria statements which may be used or excluded when the report is run. These are:

What constituent types would you like to include?
What are the preferred year(s) for these constituents?
What attributes(s) should these constituents have?

Do not combine spouse names, Remove multiples, Exclude deceased, Do not remove spouses.

Any table may be used for the first line of criteria.

Would you like to sort by Constituent Type, Preferred Year of Alphabetical?

Would you like to display the Preferred Year on this report?

None

Customization Tips

The criteria can be modified to select any group of constituents desired. For example, rosters might be done for specific class years, regions, or club participation.

If desired, you may add Address criteria to select constituents based on particular addresses. If you also want to use that specific address in the displayed information on the report output, you must also edit the Report Option from Preferred to Selected Address.

You may combine spouse names if desired, and if you also change the Report Option from Do not remove, to Remove spouses.

Deceased constituents may be included if a list is to be used for historical purposes.

If you want to use an address other than the preferred address on the report output, you must add Address criteria and change the Report Option for addresses from Preferred to Selected.

This printout is used for reference and general listing purposes. This report lists biographical and address information on constituents in a three-across format.

The standard criteria selects all Alumni, Individuals, and Parents and identifies a preferred, good, valid this month addresses for each.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The default sort for this format is alphabetical by name.

This report is formatted for printing. If viewed in HTML, the results will appear in a single field without satisfactory spacing between constituent information.

Customization Tips

The criteria can be modified to select any group of constituents desired. For example, rosters might be done for specific class years, regions, or club participation.

Spouse names can be combined if desired. Deceased constituents can be included if a list is for historical purposes only.

This printout is used for reference and general listing purposes. This report lists biographical and address information on constituents in a two-across format.

The standard criteria selects all Alumni, Individuals, and Parents and identifies a preferred, good, valid this month addresses for each.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The default sort for this format is alphabetical by name.

This report is formatted for printing. If viewed in HTML, the results will appear in a single field without satisfactory spacing between constituent information.

Customization Tips

The criteria can be modified to select any group of constituents desired. For example, rosters might be done for specific class years, regions, or club participation.

Spouse names can be combined if desired. Deceased constituents can be included if a list is for historical purposes only.

This report lists biographical information about the selected constituents and is designed to be produced daily for each constituent whose address may have changed. A return envelope should be included so the constituent may verify the information and return any new information to the Development Office.

The standard criteria selects Alumni, Parent, and Individual constituent types.

Do not combine spouse names, Remove multiples, Exclude deceased.

None.

The standard sort for this format is alphabetical by name.

This report is formatted for printing. If viewed in HTML, the results will not display the intended spacing.

Customization Tips

Users can modify the criteria to select any desired group of constituents. It may be particularly useful to select anyone with an address change date equal to the current day's date.

The Combining spouse names option can be changed if desired. Remove multiples and deceased options should not be changed.

This printout is used for reference and general listing purposes. This report lists biographical and gift summary information on desired constituents.

The criteria consists of several prompted criteria statements which may be used or excluded at the time the report is run. These are:

What constituent type(s) would you like to include?
What are the preferred year(s) for these constituents?
What attribute(s) should these constituents have?
What attribute(s) should these constituents NOT have?

The criteria includes two Totals with prompted criteria statements as the definition. These are:

Total 1 - Sum: Most Recent Year
What type(s) of gifts should be included?
What date range should be used?

Total 2 - Sum: Second Most Recent Year
What type(s) of gifts should be included?
What campaign(s) should be included?
What date range should be used?

Do not combine spouse names, Remove multiples, Exclude deceased, Do not remove spouses.

Any table may be used for the first line of the report criteria.

Most Recent Year?

2nd Most Recent Year?

Would you like to sort by Constituent Type, Preferred Year or Alphabetical?

None

Customization Tips

The criteria can be modified to select any group of constituents desired.

The Totals may be edited to include pledges rather than pledge payments, or to include credits. They may also be set to include matching transactions or joint transactions.

Spouse names can be combined. If so, it is likely that you should also change the Total definition to Include Spouse and the Remove Spouses report option to Yes.

Deceased options could be changed if the report is for historical purposes.