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Standard Comparison Reports - Monthly

Standard Comparison Reports - Period

Standard Comparison Reports - Yearly

Reporting World

Standard Comparison Reports - Annual

The Comparison Reports Template Group contains report templates that can be used for comparing transactions between two years, months, or any other period.

When you activate the New Criteria item under the Reporting World in the Millennium Explorer, you will see the names of the standard reporting groups (libraries). When the Comparison group is selected, all standard templates available for that group will appear in an indexed page in the display frame to the right. Each template name in the group will appear in an alphabetical listing. You may scroll or use the index letters at the top of the page to locate the name of the desired template.

Each name appears as a hyperlink to the display of a Report Form, showing the suggested criteria and report options, which can be modified as necessary. Standard formats have also been established for each template.

Each report template in this library is described in the following document, with suggestions for user modifications. All report templates utilize the Millennium standard Generic Worktable. Each utilizes a standard Millennium format definition of the same name as the report template. These were created using the third party software, Crystal Reports.

In this document, each template description includes a thumbnail view of a sample report that was produced using the report template that is being described. For a larger view of the sample report, click the thumbnail and an additional browser will open, showing a scanned image of the print version of the sample report. When you are finished viewing the larger image, close that browser and return to this document in the original browser.

Important!

For all templates:

Because donors often give more than one gift during a specified time frame, it is important that user options be set to accept multiples for ALL Comparison reports.

Comparison reports generally should include deceased constituents giving, since they may be recently deceased but gave a gift during the specified time.

This set of standard formats generally show a count of the donors (constituents) who have given during certain time periods, regardless of the number of transactions each donor 'owns'. Totals for these counts are based on the numbers of unique constituents, not a simple sum of the numbers in the fields or cross tabs on the reports.

 

A

Annual Comparison

Purpose and Description:

This report provides a comparison of the totals of selected transactions from two different annual time periods, organized according to Account Name. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years. The information is presented in a columnar, landscape layout. The field date headings reflect the span of dates that are represented in the selected data.

Criteria:

This criteria selects two groups of Gift data rows, each containing prompted criteria:

Group A: Most Recent FY
What type(s) of gifts should be included?
What date range should be used?
What campaign(s) should be included?
What is the campaign year of these gifts?

Group B: Second Most Recent FY
What type(s) of gifts should be included?
What date range should be used?
What campaign(s) should be included?
What is the campaign year of these gifts?

Report Options:

Do not combine spouses, Allow multiples, Include deceased, Do not remove spouses

Key Table:

For each Group, the key table must be Giving.

Format Name:

Annual Comparison MILL.rpt

Crystal Parameters:

Use Effective Date or Process Date?

Would you like to sort by Constituent Type, Preferred Year, Account, Campaign, or Solicitation?

Enter Most Recent Fiscal Year.

Subreports:

None

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Account Number

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Account Number. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Account Number.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by CAE Category

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to CAE Category. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by CAE Category.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Campaign Goal

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Campaign Goal. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Campaign Goal.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Classification 1

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Classification 1. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Classification 1.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Classification 2

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Classification 2. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Classification 2.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by County

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to County. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by County.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.
The Address option must be set to 'Preferred'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by District

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to District. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by District.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.
The Address option must be set to 'Preferred'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Division

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Division. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Division.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.
The Address option must be set to 'Preferred'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Parent School

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Preferred Parent School. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Preferred Parent School.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Parent Year

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Preferred Parent Year. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Preferred Parent Year.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Preferred School

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Preferred School. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Preferred School.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Region

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Region. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Region.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.
The Address option must be set to 'Preferred'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by State

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to State. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by State.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

For meaningful results, the prompted dates should reflect two different years.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.
The Address option must be set to 'Preferred'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

TOP

Annual Comparison by Tender

Purpose and Description:

This report provides a comparison of transactions from two different annual time periods, organized according to Tender. It calculates total giving (monies received) for the prompted years, shows the number of donors represented, and calculates the differences between the two years.

Criteria:

This criteria selects two groups of Gift data rows. Each group consists of transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.

Key Table:

For each Group, the key table must be Giving.

Report Options:

Do not combine spouses, Allow multiples, Include deceased

Parameters:

Date: Effective Date = 1, Process Date = 2; 2

Sort

The default sort for this report is by Tender.

HTML Compatibility

Due to a Crystal limitation, this report does not produce satisfactory results in HTML.

Customization Tips

Criteria:

The criteria can be modified to select transactions of different types, specific accounts, campaigns, or any other desired criteria. The key table for each group must be the Giving table.

Report Options:

To expedite the run of this report, choose the following Report Options:
Include Salutation - no

Address - none
.

The Remove Spouses option should not be changed. It should be set to 'No'.

Run Options:

To expedite the run of this report, choose the following Run Options:
Format Names - no
.

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