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Standard Comparison Reports - Annual

Standard Comparison Reports - Period

Standard Comparison Reports - Yearly

Reporting World

Standard Comparison Reports - Monthly

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.

M

Monthly Comparison by Account Name
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Account Name. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Account Name.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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 Name.
HTML Compatibility	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Account Number
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Account Number. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Account Number.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by CAE Category
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by CAE Category. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each CAE Category.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Campaign
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Campaign. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Campaign.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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.
HTML Compatibility	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Campaign Goal
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Campaign Goal. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Campaign Goal.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Classification 1
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Classification 1. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Classification 1.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Classification 2
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Classification 2. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Classification 2.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Constituent Type
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Constituent Type. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Constituent Type.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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 Constituent Type.
HTML Compatibility	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by County
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by County. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each County.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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'. 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.

Monthly Comparison by District
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by District. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each District.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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'. 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.

Monthly Comparison by Division
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Division. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Division.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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'. 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.

Monthly Comparison by Parent School
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Parent School. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Parent School.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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 Parent School.
HTML Compatibility	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Parent Year
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Parent Year. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Parent Year.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Preferred School
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Preferred School. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Preferred School.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Preferred Year
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Preferred Year. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Preferred Year.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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 Year.
HTML Compatibility	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by Region
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Region. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Region.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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. 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.

Monthly Comparison by Solicitation
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Solicitation. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Solicitation.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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 Solicitation.
HTML Compatibility	This report is equally suitable for printing and HTML viewing.
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 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.

Monthly Comparison by State
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by State. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each State.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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'. 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.

Monthly Comparison by Tender
Purpose and Description:	This report provides a cross-tab comparison of transaction totals, organized as monthly totals within a specified time period, and also organized by Tender. It calculates total giving (monies received) for the months within the prompted dates, shows the number of donors represented, and calculates grand totals for each month and each Tender.
Criteria:	This criteria selects transactions with a Type of gift, bequest, or pledge payment and with a Process Date between two prompted dates.
Key Table:	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	This report is equally suitable for printing and HTML viewing.
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 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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