Standard Daily Reports

This report prints out a list of all dues, payments, bequests, and any journals of those transactions, processed on the specified date. They are grouped first by the User ID of the operator who entered the transactions, and then by Batch Number. A total is shown for each batch and a notation shows whether that calculated total shown in the report matches the total amount for that Dues Batch Number lookup table entry. The report is used to track batch and user transaction totals.

The standard criteria selects all dues, pledge payments, bequests and dues, payment, or bequest journals and voids processed on the current day.

Do not combine spouse names, Allow Multiples, Include deceased

None

This primary sort for this report is by the User ID of the operators who created the transactions. Within User ID, transactions are sorted by batch and then transaction number.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ from the print version somewhat.

Customization Tips

The criteria could be modified to prompt the user for the desired date when the report is run. Other transaction types could also be included in the criteria. Criteria could be edited to use the Effective Date rather than the Process Date.

To ensure proper transaction counts and dollar amounts, options should not be changed.

This report prints out a list of all gifts, payments, bequests, and any journals of those transactions, processed on the specified date. They are grouped first by the User ID of the operator who entered the transactions, and then by Batch Number. A total is shown for each batch and a notation shows whether that calculated total shown in the report matches the total amount for that Gift Batch Number lookup table entry. The report is used to track batch and user transaction totals.

The standard criteria selects all gifts, pledge payments, bequests and gift, payment, or bequest journals and voids processed on the current day.

Do not combine spouse names, Allow Multiples, Include deceased

None

This primary sort for this report is by the User ID of the operators who created the transactions. Within User ID, transactions are sorted by batch and then transaction number.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ slightly from the optimized version.

Customization Tips

The criteria could be modified to prompt the user for the desired date when the report is run. Other transaction types could also be included in the criteria. Criteria could be edited to use the Effective Date rather than the Process Date.

To ensure proper transaction counts and dollar amounts, options should not be changed.

This report is designed to print letters of acknowledgment and thanks to those constituents who have made a donation or pledge on the current day. The standard report template includes a text reference to the amount of the donation or pledge and the name of the account to which it was designated, and the campaign. It also includes a statement concerning any matching gifts, quid pro quo items, honorees, credits, or joint transactions.

The standard criteria selects all bequests, credits, expectancy, gifts, honor, match pledge, pledge, and pledge payments, received on the current day.

Do not combine spouses, Allow Multiples, Exclude deceased

None

The standard sort for this format is alphabetical by constituent name.

This report has been optimized for printing on standard stationery. It is not suitable for viewing in HTML.

Customization Tips

The criteria could be altered to prompt the user for the desired date instead of defaulting to 'Today's date'. The transaction types might be edited according to your institution's wants regarding acknowledgments.

The Options could be changed to include deceased if the text of the letter and the addressee were adapted accordingly.

The format must be edited to use text that is appropriate for your institution. Note that if your institution allows the transactions to have blank entries in the Chart of Accounts and Campaign columns, then the wording of your letter should be constructed accordingly.

This report is designed to print receipts for all transactions representing actual money received on the current day. Because they are designed to print on a standard preprinted form, each receipt will show the information for a single allocation. Therefore, if a transaction has multiple allocations, it will also generate multiple receipts. As appropriate, the receipt will show joint, honor, credit quid pro quo, and matching notations. The constituent's preferred address is shown on the receipt.

The standard criteria selects all gifts, pledge payments, and bequests received on the current day.

Do not combine spouses, Allow Multiples, Include deceased

None

The standard sort for this format is alphabetical by constituent name.

This report is optimized for printing on a preprinted form. It is not suitable for viewing in HTML format.

Customization Tips

The criteria could be modified to select gifts from specific campaigns or solicitations, or could include pledges. The criteria could be altered to prompt the user for the desired date instead of defaulting to 'Today's date'.

Options should not be changed.

The format should be edited to conform to the size and spacing of your site's form.

This report shows a list of donations and pledges for the current day to the Dues table, and provides detail on whether each is matched by, joint with, in honor of, or credited to another constituent. It is designed to provide a catalog of the day's giving for the fundraising officer. The transactions are organized by constituent type within Campaigns and a subtotal is shown for each constituent type within the Campaign, for each Campaign, and then a Grand Total for the entire set of transactions is shown.

The standard criteria selects bequest, credit, dues, expectancy, pledge, payment, and write-off transaction types processed on the current day in the Dues table.

Do not combine spouses, Allow Multiples, Include deceased

None

The standard sort for this format is by Campaign, then by Constituent Type, and then Name.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ slightly from the optimized version, and some extraneous HTML symbols may appear.

Customization Tips

Criteria can be modified to prompt the user for the desired transaction date, or to select a different set of transaction types.

Options should not be changed.

This report shows a list of donations and pledges for the current day to the Gift table, and provides detail on whether each is matched by, joint with, in honor of, or credited to another constituent. It is designed to provide a catalog of the day's giving for the fundraising officer. The transactions are organized by constituent type within Campaigns and a subtotal is shown for each constituent type within the Campaign, for each Campaign, and then a Grand Total for the entire set of transactions is shown.

The standard criteria selects bequest, credit, expectancy, gift, pledge, payment, and write-off transaction types processed on the current day in the Gift table.

Do not combine spouses, Allow Multiples, Include deceased

None

The standard sort for this format is by Campaign, then by Constituent Type, and then by Name.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ slightly from the optimized version, and some extraneous HTML symbols may appear.

Customization Tips

Criteria can be modified to prompt the user for the desired transaction date.

Options should not be changed.

This report shows a daily total of the dues, payments, bequests, and journals and voids of those transaction types for the current day in the Dues table. This report shows the individual transactions grouped first by date, then method of Tender, then Account Name, and finally by constituent name. Subtotals are shown for each Account's transactions within Tender grouping, a subtotal for each Tender, and a daily total.

It is designed for use to ensure the Gift Processing Office deposit balances with the Business Office each day.

The standard criteria selects dues, bequests, and pledge payments and any journals and voids for those transaction types, processed on the current day.

Do not combine spouses, Allow Multiples, Include deceased

None

The standard sort for this format is by date, then tender, then account, and then by constituent name.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ somewhat from the print version.

Customization Tips

Criteria can be modified to prompt the user for the desired transaction date(s).

Options should not be changed.

This report shows a daily total of the dues, payments, bequests, and journals and voids of those transaction types for the current day in the Giving table. This report shows the individual transactions grouped first by date, then method of Tender, then Account Name, and finally by constituent name. Subtotals are shown for each Account's transactions within Tender grouping, a subtotal for each Tender, and a daily total.

It is designed for use to ensure the Gift Processing Office deposit balances with the Business Office each day.

The standard criteria selects gifts, bequests, and pledge payments and any journals and voids for those transaction types, processed on the current day.

Do not combine spouses, Allow Multiples, Include deceased

None

The standard sort for this format is by date, then tender, then account, and then by constituent name.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ somewhat from the print version.

Customization Tips

Criteria can be modified to prompt the user for the desired transaction date(s).

Options should not be changed.

This report is designed for use to ensure that the Gift Processing Office deposit balances with the Business Office each day. It shows summary totals for each method of Tender, and each account represented within that the Tender groups.

This report prints out summary totals for each account of the dues, payments, bequests, and journals and voids of those transaction types for the current day.

The standard criteria selects dues, bequests, and pledge payments and any journals and voids for those transaction types, processed on the current day.

Do not combine spouses, Allow Multiples, Include deceased

None

The standard sort for this format is first by process date, then method of tender, then by account name.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ from the print version somewhat.

Customization Tips

Criteria can be modified to prompt the user for the desired transaction date.

Options should not be changed.

This report is designed for use to ensure that the Gift Processing Office deposit balances with the Business Office each day. It shows summary totals for each method of Tender, and each account represented within that the Tender groups.

This report prints out summary totals for each account of the gifts, payments, bequests, and journals and voids of those transaction types for the current day.

The standard criteria selects gifts, bequests, and pledge payments and any journals and voids for those transaction types, processed on the current day.

Do not combine spouses, Allow Multiples, Include deceased

None

The standard sort for this format is first by process date, then method of tender, then by account name.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ from the print version somewhat.

Customization Tips

Criteria can be modified to prompt the user for the desired transaction date.

Options should not be changed.

This report is used to notify departments of donations that have been received on their behalf on a daily basis. Departments often use this report to write their own letters of appreciation to the donors. The report groups the transactions first by department, and then shows the transactions by donor name. The date, transaction type, account name and amount of each transaction is shown, along with the donor's name and preferred address. Individual and yearly totals for each account are also shown.

The standard criteria selects gifts, bequests, and pledge payments processed on the current day, which are associated with accounts that have the Notify flag active.

Do not combine spouses, Allow Multiples, Include deceased

None

The standard sort for this format is by account and then by constituent name.

This report is optimized for printing, but it may also be published in HTML. The spacing and alignment of the HTML version may differ somewhat from the print version.

Customization Tips

Criteria can be modified to prompt the user for the desired transaction date, or to restrict the selection to a particular set of departments.

Options should not be changed.