Subreports

Millennium includes a comprehensive library of standard subreports. These subreports have been created as components of the Millennium standard report formats, but they are also made available to you for use in creating your own custom formats. These subreports are stored in either mill\Formats\SubReports (SQL) or mill\OracleFormats\SubReports (Oracle).

When working within Business Objects Crystal Report software, you may navigate to the appropriate location and copy any of the standard subreports into a custom format that you are creating.

Since the subreports were designed to be used within standard formats (all of which specify the use of the standard, generic worktable), most of the subreports do not specify the use of standard, Millennium, generic worktable.

The subreports are described individually below.

Actions Completed

This subreport restricts the data to those Actions that have data entered for the Completed On date.

Label	Data
Completed Date	actcompdat
Contacted By	nameformn
Division	table_val (Divisions lookup table)
Action	table_val (Action Type lookup table)

Actions Due

This subreport restricts the data to those Actions that do not have data entered for the Completed On date.

Label	Data
Due Date	actduedate
Contacted By	nameformn
Division	table_val (Division lookup table)
Action	table_val (Action Type lookup table)

Activity Profile

This subreport processes all selected rows.

Label	Data
Type	actvtype
Start Date	actvstart
Activity Start Time	actvstrttm
End Date	actvend
Activity End Time	actvendtm
Total Cost	actvcost
Total Income	actvincome
Total Profit/Loss	actvprloss
Total Goal	actvgoal
Budgeted Cost	actvbcost
Budgeted Income	actvbincom
Budgeted Profit/Loss	actvbprlos
Activity Fee	actvfee
Activity Success	actvsucces
Total # of Guests	actvtguest
Total # Attended	actvattend
Total Invited	actvinvite
Budgeted # of Guests	actvbguest
Budgeted # of Attendance	actvbattnd
Minimum # of Guests	actvmngues
Maximum # of Guests	actvmxgues
Location	actvlocat
	actvaddr1
	actvaddr2
	actvaddr3
	@CityLine

Activity Summary

This subreport processes all selected rows.

Label	Data
Start Date	actvstart
Total Cost	actvcost
Total Income	actvincome
Total Profit/Loss	actvprloss
Total # of Guests	actvtguest
Total # Attended	actvattend
Total Invited	actvinvite
Capacity	actvmxgues

Additional Phone Numbers

Label	Data
Additional Phone Numbers	phnnumber
Type	table_val (Address Types lookup table)
Restrictions	table_val (Phone Restrictions lookup table)

Attribute

This subreport processes all selected rows.

Label	Data
Group	table_val (Table Groups lookup table)
Type	table_val (Attribute Types lookup table)
Position	attrpositn
Begin date	attrstrt
End Date	attrstop

Bill Totals - Pledges

This subreport processes all selected rows.

Label	Data
Amount Pledged	Sum of payments.paydueamt
Amount Paid to Date	Sum of @Paid Amount
Amount Past Due	Sum of @Past Due Amount
Amount Currently Due	Sum of @ Current Due Amount
Total Now Due	Sum of @ Total Amount Due
Amount Due in the Future	Sum of @ Future Due Amount
Unspecified Due Date Amount	@Unspecified Amount

Bill Totals - Sustainer Pledges

This subreport processes all selected rows.

Label	Data
Amount Currently Due	Sum of @ Current Due Amount

Business Address

This subreport restricts the data to those Addresses with a Type of 'b' (Business), and a Locator of 'g' (Good).

Label	Data
	jobsconame
	jobstitle
	addrline1
	addrline2
	addrline3
	@City Line
	addrphone
	table_val (Phone Restrictions lookup table)
	addraltph
	table_val (Phone Restrictions lookup table)
	addrfaxph
	table_val (Phone Restrictions lookup table)
	@PreferredAddress

Citizenship

This subreport processes all selected rows.

Label	Data
Type	table_val (Citizenship Types lookup table)
Country	table_val (Countries lookup table)
Start	natstart
Stop	natstop

Correspondence

This subreport restricts the data to those Correspondence rows that are not linked to an Event or an Activity (corrlnkfil is not equal to 21 or 52).

Label	Data
	table_val (Correspondence Name lookup table)
Sent	corrsentdt

Death

This subreport processes all selected rows.

Label	Data
Date of Death	deathdecdt
Cause	deathcause

Demographics

This subreport processes all selected rows.

Label	Data
Type	table_val (Demographic Type lookup table)
Value	demovalue
Segment	table_val (Segments lookup table)
Date	demodate

Donor

This subreport processes all selected rows.

Label	Data
Research Level	table_val (Research Level lookup table)
Capacity	donrcpcity
Last Research	donrresdt

Dues

This subreport processes all selected rows.

Label	Data
	table_val (Dues Types lookup table)
	dueseffdat
	table_val (Campaigns lookup table)
	duesamount
	chart_val (Chart of Accounts lookup table)

Education

This subreport processes all selected rows.

Label	Data
Institution	table_val (Institution lookup table)
Degree Year	schldegyr
School	table_val (School Name lookup table)
Degree	table_val (Degrees lookup table)
Concentration(s)	table_val (Concentrations lookup table)
	table_val (Concentrations lookup table)
	table_val (Concentrations lookup table)
	table_val (Concentrations lookup table)

Employer Info

This subreport processes all selected rows.

Label	Data
Employer	jobsconame
Position	jobstitle
Work Status	table_val (Job Status lookup table)

Employment History

This subreport processes all selected rows.

Label	Data
Employer	jobsconame
Occupation	table_val (Occupations lookup table)
Title	jobstitle
Job Status	table_val (Job Status lookup table)
Dates of Employment	jobsstrtdt 'to' @stopdate
Matching Company	jobsmflag

Event Correspondence

This subreport restricts the data to a subset of the selected rows where the corrlnkfil is equal to 21 (Correspondence rows linked to an Event).

Note: By editing the limiting criteria to specify that the linked file number is 52 (instead of 21), this subreport can be modified to produce data where the Correspondence is linked to an Activity rather than an Event.

Label	Data
	table_val (Correspondence Name lookup table)
Sent	corrsentdt

Event Expense

This subreport restricts the data to a subset of the selected rows where the explnkfil is equal to 21 (Expense rows linked to an Event).

Note: By editing the limiting criteria to specify that the linked file number is 52 (instead of 21), this subreport can be modified to produce data where the Expense is linked to an Activity rather than an Event.

Label	Data
	table_val (Expense Type lookup table)
	expitem
Estimated Cost	expestcost
Expenditure Date	expexpdate
Cost	expcost
Account	expaccount
Vendor	expvendor

Event Guest

This subreport restricts the data to a subset of the selected rows where the guestlnkfl is equal to 56 (Guest rows may only be linked to Registration).

Label	Data
	@Registrant Name
Event	guestevent
Pledge	guestpldge

Event Item

This subreport restricts the data to a subset of the selected rows where the itemlnkfl is equal to 21 (Item rows linked to an Event).

Note: By editing the limiting criteria to specify that the linked file number is 52 (instead of 21), this subreport can be modified to produce data where the Item is linked to an Activity rather than an Event.

Label	Data
	table_val
Item Color	table_val
Item Size	itemsize
Item Cost	itemcost
Inventory	itemtavail
Available	itemavail
Used	itemused

Event Organizer

This subreport restricts the data to a subset of the selected rows where the orglnkfil is equal to 21 (Organizer rows linked to an Event).

Note: By editing the limiting criteria to specify that the linked file number is 52 (instead of 21), this subreport can be modified to produce data where the Organizer is linked to an Activity rather than an Event.

Label	Data
	table_val (Organizer Type lookup table)
	@Name
Start Date	orgstrtdat
Stop Date	orgstopdat

Event Registration

This subreport processes all selected rows.

Label	Data
Event	regevent
RSVP	regrsvp
Cost	regcost
Paid	regpaid
Balance	regbalance
Registration Status	table_val (Registration Status lookup table)
Event Solicitor	@Solicitor Name

Event Speaker

This subreport processes all selected rows.

Label	Data
Event	spkrevent
Speaker	@EventSpeaker
Activity	spkractvty
Start Date	spkrstart
End Date	spkrend

Financial

This subreport processes all selected rows.

Label	Data
Type	table_val (Financial Type lookup table)
Description	findescr
Amount	finamount

Formal Name

This subreport restricts the data to those Names with that Name Type of 'form' (Formal).

Label	Data
	nameformn

Gift Date Range

This subreport processes all selected rows.

Label	Data
Includes gifts from	Min of gifts.giftprocdt
to	Max of gifts.giftprocdt

Gift Total

This subreport processes all selected rows.

Label	Data
	Sum of gifts.giftasset

Gift

This subreport processes all selected rows.

Label	Data
	table_val (Gift Types lookup table)
	gifteffdat
	table_val (Campaigns lookup table)
	giftamount
	chart_val (Chart of Accounts lookup table)

Group A Date Range

This subreport restricts the data to those rows from the worktable that have a grouptag = A.

Label	Data
	@Minimum Date
to	@Maximum Date

Group B Date Range

This subreport restricts the data to those rows from the worktable that have a grouptag = B.

Label	Data
	@Minimum Date
to	@Maximum Date

Home Address

This subreport restricts the data to those Address rows from the worktable where the Address Type is 'a' (Home)

Label	Data
	addrline1
	addrline2
	addrline3
	@City Line
	addrphone
	table_val (Phone Restrictions lookup table)
	addraltph
	table_val (Phone Restrictions lookup table)
	addrfaxph
	table_val (Phone Restrictions lookup table)
	@Preferred Address

Honor or Memory Name

This subreport restricts the data to those Name rows with a Name Type of 'a' (Preferred).

Label	Data
This gift has been given	@Honor or Memory
	nameformn

Joint Name

This subreport restricts the data to those Name rows with a Name Type of 'a' (Preferred).   

Label	Data
Joint with	nameformn

Last Completed Action

This subreport processes all selected rows.

Label	Data
	actcompdat

Maiden Name

This subreport restricts the data to those Name rows with a Name Type of 'maid' (Maiden).

Label	Data
	nameformn

Matched by Name

This subreport restricts the data to those Name rows with a Name Type of 'a' (Preferred).

Label	Data
We have noted that this gift will be matched by	nameformn

Matched for Name

This subreport restricts the data to those Name rows with a Name Type of 'a' (Preferred).   

Label	Data
We have noted that this gift has matched the gift of	nameformn

Media

This subreport processes all selected rows.

Label	Data
Reference	table_val (Reference Name lookup table)
Date	mediarefdt

Membership

This subreport processes all selected rows.

Label	Data
Type	mem_val (Membership Type lookup table)
Join Date	membjoindt
Expiration Date	membexprdt
Status	table_val (Membership Status lookup table)

Next Action

This subreport processes all selected rows.

Label	Data
	actduedate

Non-Constituent Honor-Memory

This subreport processes all selected rows.

Label	Data
	@Honor or Memorial Name
	gifteffdat
	table_val (Campaigns lookup table)
	giftamount

Planned Giving

This subreport processes all selected rows.

Label	Data
Instrument	table_val (Instrument lookup table)
Division	table_val (Division lookup table)
Ask Amount	planaskamt
Funded Amount	planfndamt

Proposals

This subreport processes all selected rows.

Label	Data
Proposals
Purpose	proppurpos
Ask Date	propaskdt
Ask Amount	propaskamt
Funded Date	propfunddt
Funded Amount	propfndamt

Proposals

This subreport processes all selected rows.

Label	Data
Ask Date	propaskdt
Ask Amount	propaskamt
Funded Date	propfunddt
Funded Amount	propfndamt

Prospect Manager

This subreport restricts the data to those Relationship rows with a Whose field of Prospect Manager (relwhose = pm).

Label	Data
	@Manager's Name

Quids

This subreport processes all selected rows.

Label	Data
In gratitude for you gift, you will receive the following quid pro quo item(s)	table_val (Quid Pro Quo Items)
	quidvalue
Please check with your accountant regarding the effect that these items may have on the deductible amount of your gift.

Ratings

This subreport processes all selected rows.

Label	Data
Rating	table_val (Donor Rating lookup table)
Ask Amount	rateaskamt
Cultivation Level	table_val (Cultivation lookup table)
Begin	ratebegin
Campaign	table_val (Campaign lookup table)
End	rateend

Relationship

This subreport restricts the data to those Relationship rows with a type of 'sp' (Spouse).   

Label	Data
	@Relation Name
ID	relrelatid

Screener

This subreport restricts the data to those Name rows with a Name Type of 'a' (Preferred).

Label	Data
Opinion Date	scrnopndat
Screened By	nameformn
Opinion	scrnopamt
Rating	table_val (Donor Rating lookup table)

Tasks

This subreport restricts the data to those Name rows with a Name Type of 'a' (Preferred).

Label	Data
Task Assigned to	@Name
Priority	table_val (Priority lookup table)
Due Date	taskduedat
Completed Date	taskcompdt

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