Standard Comparison Reports - Yearly
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.
Y
Yearly
Comparison by Account Name
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Account Name. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year and each
Account Name.
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|
Criteria:
|
This criteria selects transactions with a Type
of gift, bequest, or
pledge payment and with a Process Date between two prompted dates.
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Key Table:
|
The key table must be Giving.
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|
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
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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.
|
Top of Page
Yearly
Comparison by Account Number
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Account Number. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by CAE Category
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by CAE Category. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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
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|
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.
|
Top of Page
Yearly
Comparison by Campaign
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Campaign. It calculates total giving (monies
received) for the years within the prompted dates, shows the number of
donors represented, and calculates grand totals for each year 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
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|
Sort
|
The default sort for this report is by Campaign.
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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 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.
|
Top of Page
Yearly
Comparison by Campaign Goal
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Campaign Goal. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Classification 1
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Classification 1. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year and each
Classification 1.
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|
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
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|
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.
|
Top of Page
Yearly
Comparison by Classification 2
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Classification 2. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Constituent Type
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Constituent Type. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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
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|
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.
|
Top of Page
Yearly
Comparison by County
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Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by County. It calculates total giving (monies
received) for the years within the prompted dates, shows the number of
donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by District
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|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by District. It calculates total giving (monies
received) for the years within the prompted dates, shows the number of
donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Division
|
|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Division. It calculates total giving (monies
received) for the years within the prompted dates, shows the number of
donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Parent School
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|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Parent School. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Parent Year
|
|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Parent Year. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Preferred School
|
|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Preferred School. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Preferred Year
|
|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Preferred Year. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Region
|
|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Region. It calculates total giving (monies
received) for the years within the prompted dates, shows the number of
donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Solicitation
|
|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Solicitation. It calculates total giving
(monies received) for the years within the prompted dates, shows the number
of donors represented, and calculates grand totals for each year 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.
|
|
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.
|
Top of Page
Yearly
Comparison by State
|
|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by State. It calculates total giving (monies
received) for the years within the prompted dates, shows the number of
donors represented, and calculates grand totals for each year 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.
|
Top of Page
Yearly
Comparison by Tender
|
|
|
Purpose and Description:
|
This report provides a cross-tab comparison of
transaction totals, organized as Yearly totals within a specified time
period, and also organized by Tender. It calculates total giving (monies
received) for the years within the prompted dates, shows the number of
donors represented, and calculates grand totals for each year 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.
|
Top
of Page
