Report Template Groups

The report templates are sorted into template groups, also known as report libraries, based on the kinds of data or the nature of the report that is being generated. The following table describes the template groups.

Each template's Report Form contains all of the Report Options settings and variables, and a minimum set of criteria needed to run a report. Each can be run, exactly as presented to you, or you can make changes to the criteria statements and to the options in order to focus the selection to a particular set of constituents.

Important! Do not change the first criteria line, which in part determines the report's key file.

Group	Description
Biographical	The Biographical template group contains criteria that can be used for general biographical listing purposes, which may include: creating directories, class or other roster listings, printing questionnaires or biographical reports for user or constituent verification, phone directories, parent directories, etc.
Comparison	The Comparison template group contains criteria that can be used for comparing giving (Giving or Dues) transactions between months, years, or any other time period. In addition to the time period, transactions can be compared based on their Account Number, Campaign, Division, Class Year, Solicitation, State, CAE Category, Tender, or a large number of other characteristics associated with the transactions.
Daily	The Daily template group contains criteria that can be used to generate the reports necessary to process, balance, acknowledge, and receipt donations on a daily basis.
Events	The Events template group contains criteria that can be used to generate the reports necessary to plan and manage special events or activities or to track the participation of constituents and their guests. These reports select data from the set of Events World data tables, only. See Profiles Reports vs. Event Reports below.
Financial	The Financial template group contains criteria that can be used for tracking donations to your institution. These may include: Class Agent reports, Phonathon forms, LYBUNT reports, Honoree/Memorial reports, the CAE or Browning report, Solicitation reports, or a large number of other types of reports, dealing with the donations to the institution.
Mailing	The Mailing template group contains criteria that can be used to create envelopes, gift tickets, and a variety of different types of mailing labels.
Membership	The Membership template group contains criteria that can be used for generating membership cards, analyzing membership and dues activity.
Pledge	The Pledge template group contains criteria that can be used for billing and the analysis of pledges. These may include cash forecasts, delinquent pledge reports, pledge status reports, and others.
Tracking	The Tracking template group contains criteria that can be used for viewing your major donor prospect pool from a variety of perspectives. These may include rosters of the top cumulative donors by constituent type, annual donor recognition reports, cultivation statistics, scheduled tasks and actions, and a variety of other prospect management reports.