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
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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.
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|
Criteria:
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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?
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|
Report Options:
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Do not combine spouses, Allow multiples, Include
deceased, Do not remove spouses
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Key Table:
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For each Group, the key table must be Giving.
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Format Name:
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Annual Comparison MILL.rpt
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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.
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|
Subreports:
|
None
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|
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
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|
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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
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|
Parameters:
|
Date: Effective Date = 1, Process Date = 2; 2
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|
Sort
|
The default sort for this report is by Account
Number.
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|
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
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|
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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
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|
Parameters:
|
Date: Effective Date = 1, Process Date = 2; 2
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|
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
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|
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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
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|
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
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|
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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
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|
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
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|
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
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|
|
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
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|
|
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
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|
|
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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