Standard Prospect Tracking and Prospect Management Reports

This report lists all recent Actions toward major donor prospects organized by Division. It is designed for use by senior development staff to provide an overview of major donor prospect activity in all sectors of the institution.

The criteria is designed to select all Actions with Due Dates greater than or equal to Jan 1, 1900 (all Actions) for constituents who have a prospect manager.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by division and then by prospect name.

This report is suitable for printing or viewing as HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. A subreport is used to display the manager name. More than one Manager name may display per selected constituent.

Customization Tips

The criteria must be modified to select the desired Actions. The key table identification must not be altered. You will also want to add to the list of Whose relationship types all of those in your system that have been assigned to a PM Role of 'Prospect Manager'.

This report lists all recent Actions toward major donor prospects organized by Prospect Manager. It is designed for use by senior development staff to provide an overview of major donor prospect activity in all sectors of the institution.

The criteria is designed to select all Actions with Due Dates greater than or equal to Jan 1, 1900 (all Actions) for constituents who have a prospect manager.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by manager and then by prospect name.

This report is suitable for printing or viewing as HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. A subreport is used to display the manager name.

Customization Tips

The criteria should be modified to select any Actions desired as long as the key file identification is not altered. You will also want to add to the list of Whose relationship types all of those in your system that have been assigned to a PM Role of 'Prospect Manager'.

This report lists all recent Actions toward major donor prospects organized by Prospect Name. It is designed for use by senior development staff to provide an overview of major donor prospect activity in all sectors of the institution.

The criteria is designed to select all Actions with Due Dates greater than or equal to Jan 1, 1900 (all Actions) for constituents who have a prospect manager.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

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

This report is suitable for printing or viewing as HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. A subreport is used to display the manager name. More than one Manager name may display per selected constituent.

Customization Tips

The criteria should be modified to select any Actions desired as long as the key file identification is not altered. You will also want to add to the list of Whose relationship types all of those in your system that have been assigned to a PM Role of 'Prospect Manager'.

This report lists all recent Actions toward major donor prospects organized by Secondary Manager. It is designed for use by senior development staff to provide an overview of major donor prospect activity in all sectors of the institution.

The criteria is designed to select all Actions with Due Dates greater than or equal to Jan 1, 1900 (all Actions) for constituents who have a secondary prospect manager.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by Secondary Manager and then by prospect name.

This report is suitable for printing or viewing as HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a relationship code of Secondary Prospect Manager (pms).

A subreport is used to display the names of 'other' managers (those with a PM Role of Prospect Manager, who are not Secondary Prospect Managers: in other words, the relationship type code is not equal to pms) More than one 'other' manager name may display per selected constituent.

Customization Tips

The criteria should be modified to select any Actions desired as long as the key file identification is not altered. The criteria uses the standard code for Secondary Prospect Manager, which is 'pms'. If you use a different code, or have additional secondary manager codes, you will want to modify the Whose relationship type criteria line.

This report counts all completed Actions. The report should be run monthly, quarterly and annually. It is designed for use by senior development staff to assess staff activity.

The criteria is designed to select all Actions with Due Dates greater than or equal to Jan 1, 1900 (all Actions).

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

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

This report is suitable for printing or viewing as HTML.

Customization Tips

The criteria should be modified to select the Actions to be counted as long as the key file identification is not altered.

Options should not be changed.

This report counts all moves accomplished by Prospect Managers from a selected set of Ratings. The report should be run monthly, quarterly and annually. It is designed for use by senior development staff to assess staff activity.

The standard criteria selects all Ratings with a Stop Date between Jan 1, 1900 and Dec 31, 1998.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

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

This report is suitable for printing or viewing as HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. The selected constituent must also have a preferred name.

Customization Tips

The criteria should be modified to select Rating moves from a specific date range. The key file identification should not be altered.

Options should not be changed.

This report lists all donors with a cumulative giving total above a specified amount, organized by the giving total for each donor.

The standard criteria selects all alumni, parents, and individuals whose Total gifts, bequests, and pledge payments is greater than $0.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is descending order by giving amount.

This report is suitable for printing or viewing as HTML.

Customization Tips

The criteria should be modified to include all constituents desired for the report. The total may be modified to select donors above a specified target amount, time period, campaign, or other factors.

Spouses could be combined and deceased. could be included.

This report lists all donors with a cumulative giving total above a specified amount, organized by the donor name.

The standard criteria selects all alumni, parents, and individuals whose Total gifts, bequests, and pledge payments is greater than $0.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is descending order by giving amount.

This report is suitable for printing or viewing as HTML.

Customization Tips

The criteria should be modified to include all constituents desired for the report. The total may be modified to select donors above a specified target amount, time period, campaign, or other factors.

Spouses could be combined and deceased. could be included.

This report may be used to produce a listing of donors, grouped alphabetically within giving levels. The listing might be used in published reports as a means of recognizing donors.

The standard criteria selects all alumni, parents, and individuals, whose giving totals fall into one of four groups within the criteria definition. These groups are greater than $1000, between $500 and $999.99, between $100 and 499.99, and between $0.01 and $99.99. The totals are a sum of all of the constituent's bequests, gifts, and pledge payments and they do not include joint or matching transactions.

Do not combine spouse names, Remove duplicates, Include deceased.

Parameter 1: Group 1
Parameter 2: Group 2
Parameter 3: Group 3
Parameter 4: Group 4
Parameter 5: Group 5
Parameter 6: Group 6
Parameter 7: Group 7
Parameter 8: Group 8
Parameter 9: Group 9
Parameter 10: Group 10

The standard sort for this format is alphabetical by constituent name within giving level group.

This report is suitable for printing or viewing in HTML.

Customization Tips

The criteria can be modified to select any set of constituents, as desired.

The Total definition could be edited to specify transactions from particular time periods, of different transaction types, for particular campaigns, or any other factors. They might be edited to include joint transactions or matching transactions. If the Totals include joint spouse transactions, the Report Option regarding spouse names should be adjusted accordingly.

The Parameters should be edited, replacing the term, Group 1, etc. with the names or descriptions of the giving levels.

Combined name options must be set in accordance with the joint options that you use in the definition of the Totals in the criteria.

This report shows the status of the research sources that are being checked for those constituents who are currently being tracked. It shows the selected constituents and their managers, the capacity, and the research source information. The key table is Tracking (Donor).

The standard criteria selects all constituents with Tracking data rows where the Tracked? check box is active.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort for this format is alphabetical by prospect manager, then prospect name, then ID, then Research Source Key.

This report is suitable for printing or viewing in HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager.

Customization Tips

The criteria can be modified to narrow down the constituents by ID Number or Type. The Key table should not be altered.

This report shows the status of the research sources that are being checked for those constituents who are currently being tracked. It shows the selected constituents and their managers, the capacity, and the research source information. The key table is Tracking (Donor).

The standard criteria selects all constituents with Tracking data rows where the Tracked? check box is active.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort for this format is alphabetical by prospect name, then ID, then Research Source Key.

This report is suitable for printing or viewing in HTML.

A subreport is used to display the name of the Manager. To be displayed, a Manager must have a relationship with the constituent selected for the report where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. More than one Manager name may display per selected constituent. Or, no Manager name may display.

Customization Tips

The criteria can be modified to narrow down the constituents by ID Number or Type. The Key table should not be altered.

This report lists all scheduled Actions which have not been completed, even though the scheduled date has passed . It is designed for use by senior development staff to determine why certain Actions did not take place or why the information about the Action was not recorded.

The standard criteria selects all Actions whose scheduled Due date is less than or equal to the current day's date, and where the completion flag is unchecked.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by Prospect Manager and then in alphabetical order by constituent name.

This report is suitable for printing or viewing as HTML.

Customization Tips

The criteria can be modified to further refine the set of lapsed Actions to be included in the report. The key file must be the Actions file.

Options should not be changed.

This report lists all moves (a change in Rating) made during a specified time period. Those constituents who have had a change in Rating and who have also been assigned to a Prospect Manager will be included in the report.

The standard criteria selects all Ratings that have a date between two prompted dates.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

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

This report is suitable for printing or viewing as HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager.

A subreport is used to display the manager name. More than one Manager name may display per selected constituent.

Customization Tips

The criteria must be modified to select an appropriate date range as long as the key table is the Ratings file.

Options should not be changed.

This report lists all moves (a change in Rating) made during a specified time period. Those constituents who have had a change in Rating and who have also been assigned to a Prospect Manager will be included in the report.

The standard criteria selects all Ratings that have an End Date between Jan 1, 1900 and Dec 31, 1998.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by prospect manager and then alphabetical by constituent name.

This report is suitable for printing or viewing as HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager.

Customization Tips

The criteria could be modified to select an appropriate date range as long as the key file is the Ratings file.

Options should not be changed.

This report lists prospects recently assigned a prospect manager and provides summary gift data. It is designed for use by development staff with major gift responsibilities.

The standard criteria selects all constituents with a prospect manager relationship start date greater than or equal to Sept 1, 1995. The criteria defines a Total that is a sum of that constituent's gifts and pledge payments and which includes all paid matching pledges for those transactions.

Do not combine spouse names, Remove duplicates, Exclude deceased.

None.

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

This report is suitable for printing or viewing as HTML (with minor spacing variations).

Customization Tips

The criteria can be modified to select relationships within a specific time frame, as long as the key table identification is not altered. You will also want to add to the list of Is A relationship types all of those in your system that have been assigned to a Prospect Management Role of 'Prospect'.

Options should not be changed.

This report shows information about selected Proposals. This information is the Proposal Name, Campaign, Division, Decision Date, Rated amount, Asked amount, and Funded amount. The data is organized by the constituent name. If one constituent has multiple Proposals, each will be shown.

The standard criteria selects all Proposals to the Capital Campaign.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

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

This report is suitable for printing or viewing as HTML (with minor spacing variations).

Customization Tips

The criteria may be modified to examine differing campaigns, to select only Proposals that have not yet been funded, or to narrow the set of selected Proposal rows. The key table should not be changed.

The Allow duplicates option should not be changed.

This report provides an overview of all Proposals for each Division. The information that is provided for each Proposal includes the Prospect and Prospect Manager names, the Rating and Status that may be linked to that Proposal, whether the Proposal has been submitted, the Goal, the Asked and Funded Amounts and dates for each.

The standard criteria selects all Proposals to the Capital Campaign.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by Division name and then alphabetical by prospect name.

This report is suitable for printing or viewing as HTML (with minor spacing variations).

A subreport is used to display the name of the Manager. To be displayed, a Manager must have a relationship with the constituent selected for the report where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. More than one Manager name may display per selected constituent. Or, no Manager name may display.

Customization Tips

The criteria might be modified to select any set of Proposals, or any set of constituents who own them.

Options should not be changed.

This report provides an overview of all Proposals for each Campaign Goal. The information that is provided for each Proposal includes the Prospect and Prospect Manager names, the Rating and Status that may be linked to that Proposal, whether the Proposal has been submitted, the Division, the Asked and Funded Amounts and dates for each.

The standard criteria selects all Proposals to the Capital Campaign.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by Goal and then alphabetical by prospect name.

This report is suitable for printing or viewing as HTML (with minor spacing variations).

A subreport is used to display the name of the Manager. To be displayed, a Manager must have a relationship with the constituent selected for the report where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. More than one Manager name may display per selected constituent. Or, no Manager name may display.

Customization Tips

The criteria might be modified to select any set of Proposals, or any set of constituents who own them.

Options should not be changed.

This report lists all constituents who are actively being tracked in the prospect management system, organized by Prospect Manager. Summary giving data is included in the report along with Donor Rating information. It allows staff members to compare the prospects giving pattern with their ratings.

The standard criteria selects all constituents who are being tracked and identifies the most recent gift, largest gift and cumulative giving total for each prospect. From that set of constituents, the format will identify those who have been assigned to Prospect Managers, for inclusion in the final report output.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by prospect manager and then alphabetical by prospect.

This report is suitable for printing or viewing as HTML (with minor spacing variations).

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. The elected constituent must also have an active rating row, and have given a gift.

Customization Tips

The criteria might be modified to include other gift types in the totals.

Options should not be changed.

This report lists all constituents who are actively being tracked in the prospect management system, organized by Prospect Name. Summary giving data is included in the report along with Donor Rating information. It allows staff members to compare the prospects giving pattern with their ratings.

The standard criteria selects all constituents who are being tracked and identifies the most recent gift, largest gift and cumulative giving total for each prospect. From that set of constituents, the format will identify those who have been assigned to Prospect Managers, for inclusion in the final report output.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

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

This report is suitable for printing or viewing as HTML (with minor spacing variations).

The selected constituent must have an active rating row, and have given a gift.

Customization Tips

The criteria might be modified to include other gift types in the totals.

Options should not be changed.

This report lists all constituents who are actively being tracked in the prospect management system, organized by the name of their Secondary Manager.

The standard criteria selects all constituents who are being tracked and identifies the most recent gift, largest gift and cumulative giving total for each prospect. From that set of constituents, the format will identify those who have been assigned to Prospect Managers, for inclusion in the final report output.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None.

The standard sort for this format is alphabetical by Secondary Manager and then alphabetical by prospect.

This report is suitable for printing or viewing as HTML (with minor spacing variations).

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a relationship code of Secondary Prospect Manager (pms). The selected constituent must also have an active rating row, and have given a gift. If your institution uses a relationship type code other than pms, you will need to edit the format.

Customization Tips

The criteria might be modified to include other gift types in the totals.

Options should not be changed.

This report provides an overview of activity for each Prospect Manager. It lists all constituents being tracked, organized by Prospect Manager and then by Cultivation Level. Secondary Manager name,Capacity, Ratings, the most recent Action, and the next scheduled Action are included.

The standard criteria selects all constituents who are being tracked. The following prompted criteria are available for use or exclusion as the report is run:

What attribute(s) should the prospects have?
What rating campaign(s) should be included (if applicable)?
What ask rating category(s) should the prospects have (if applicable)?
What level of cultivation should the prospects have (if applicable)?
What prospect relationship(s) should be included (supply value if report includes manager relationship or lists prospects of one manager)?
What prospect manager relationship should be included (supply value if report includes prospect relationship or lists prospects of one manager)?
To list the prospects of one prospect manager, please supply that manager's 10 character ID number here.

Do not combine spouse names, Remove duplicates, Exclude deceased, Do not remove spouses.

Any table may be used for the first line of criteria.

Prospect Management List MILL.rpt

Sort by Prospect Name or Prospect Manager Name?

Action - Last Completed Date.rpt, Action - Next.rpt, Ratings, Giving, Proposals

If the report is sorted by Prospect Manager Name, then the selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager.

Customization Tips

The criteria can be modified to select any desired set of constituents.

Options should not be changed.

This report lists all constituents being tracked, organized by secondary prospect manager. Ratings and recent Action data are included. It is designed for use by all development officers with major gift responsibilities.

The standard criteria selects all constituents who are being tracked. Those constituents who have been assigned to a secondary prospect manager (only) are included in the final report output.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort for this format is alphabetical by secondary prospect manager, then alphabetical by prospect name.

This report is suitable for printing or viewing as HTML.

The selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a relationship code of Secondary Prospect Manager (pms). If your institution uses a relationship type code other than pms, you will need to edit the format.

Customization Tips

The criteria can be modified to select any desired set of constituents.

Options should not be changed.

This report shows detailed information on selected Proposals, including information that is linked to the Proposal. This includes Ratings, Actions and Tasks, Relationships, and Giving. It is designed to provide the fund raising officer a complete picture of the status of the solicitation effort involved with the Proposal, and those with responsibility for that effort.

The standard criteria selects all Proposals a Purpose greater than or equal to blank (all Proposals).

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

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

This report is suitable for printing or viewing as HTML.

Customization Tips

The criteria can be modified to select any desired set of Proposals.

Options should not be changed.

This report shows basic information on all selected Proposals, grouped by the Division that is associated with each. It shows the Ask Date and Funded Date, the Ask Amount and Funded Amount and the Purpose (Account Name) for each Proposal. This report is designed to provide an overview of the status of the Proposals for each Division.

The standard criteria selects Proposals with a Purpose greater than or equal to blank, and a Division field that is not blank.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort order for this format is alphabetical by Division, then alphabetical by prospect name.

This report is suitable for printing or viewing as HTML (with minor spacing variations).

A subreport is used to display the name of the Manager. To be displayed, a Manager must have a relationship with the constituent selected for the report where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. More than one Manager name may display per selected constituent. Or, no Manager name may display.

Customization Tips

The criteria can be modified to select any desired set of Proposals.

Options should not be changed.

This report lists all prospects who are currently part of the Prospect Tracking program, who have made gifts to the institution in a specified time period and summary details about those gifts. These include the prospect's manager, and the type, amount, date and the purpose (account) for the gift. It is designed for use by development officers to ensure that they stay aware of recent giving activity from those donors that are part of the Prospect Tracking program.

The standard criteria selects all hard money transactions for prompted dates, made by constituents who are being tracked.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

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

This report is suitable for printing or viewing as HTML (with minor spacing variations).

A subreport is used to display the name of the Manager. To be displayed, a Manager must have a relationship with the constituent selected for the report where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. More than one Manager name may display per selected constituent. Or, no Manager name may display.

Customization Tips

The criteria can be modified to select any desired set of constituents or any time period for giving activity.

Options should not be changed.

This report shows the status of the research that is being undertaken for those constituents who are currently being tracked. It shows the selected constituents and their managers, the Capacity, the Research Level, and the date of the last research.

The standard criteria selects all constituents who are being tracked.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

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

This report is suitable for printing or viewing as HTML.

A subreport is used to display the name of the Manager. To be displayed, a Manager must have a relationship with the constituent selected for the report where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager. More than one Manager name may display per selected constituent. Or, no Manager name may display.

Customization Tips

The criteria can be modified to select any desired set of constituents.

Options should not be changed.

This report is designed to show Tasks that have been assigned to staff or volunteers along with any associated Actions that are planned for the top prospects. The report provides an overview of the Tasks, grouped by the Task owner, the Task and the Action. It also shows the Contact Name, Action Type, Location, Division, the Task Priority, Due Date and Status.

The standard criteria selects all Tasks that have not yet been completed.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort for this format is alphabetical by Task owner.

This report is suitable for printing or viewing as HTML (with minor spacing variations).

Customization Tips

The criteria can be modified to select any desired set of Tasks.

Options should not be changed.

This report shows very detailed prospect information about selected constituents. This information provides the prospect manager or other fund raising officer a comprehensive picture of the constituent's biographical data, financial situation, giving history, prospect management relationships and other research information.

The standard criteria selects all constituents from a prompted list of constituent ID Numbers.

Do not combine spouse names, Allow duplicates, Exclude deceased, Do not remove spouses.

Any table may be used as the first line of criteria.

Prospect Profile MILL.rpt

Would you like to see Death information on the report?
Would you like to see Education information on the report?
Would you like to see Employment History information on the report?
Would you like to see Attribute information on the report?
Would you like to see Comment information on the report?
would you like to see Actions Status information on the report?
Would you like to see Media information on the report?
Would you like to see Proposal information on the report?
Would you like to see Planned Giving information on the report?
Would you like to see Demographics & Financial information on the report?
Would you like to see Giving Detail information on the report?
Would you like to see Dues Detail on the report?
Would you like to see Membership on the report?
Would you like to see Screening on the report?
Would you like to see Citizenship on the report?
Would you like to see Correspondence on the report?
Would you like to see Event on the report?
Sort Alphabetically by constituent or by Prospect Manager and then constituent?

Actions (Completed - Single Line).rpt, Additional Phone Numbers.rpt, Address (Business).rpt, Address (Home).rpt, Attribute (Single Line).rpt, Citizenship Subreport.rpt, Correspondence Subreport.rpt, Death Subreport.rpt, Demographics (Single Line).rpt, Donor.rpt, Event Correspondence Subreport.rpt, Event Guest Subreport.rpt, Event Solicitor Subreport.rpt, Financial (Single Line).rpt, Giving (Single Line).rpt, Giving (Single Line).rpt - 01, Jobs (No Attribute).rpt, Media (Single Line).rpt, Membership Detail Subreport.rpt, Organizer Subreport.rpt, Planned Giving (Single Line).rpt, Proposals (Single Line).rpt, Ratings.rpt, Registration Subreport.rpt, Relations (single line).rpt, School (No Attribute).rpt, Screener (Single Line).rpt, Speaker Subreport.rpt

If the report is sorted by Prospect Manager Name, then the selected constituent must have a relationship where the Is has a Prospect Management (PM) Role of Prospect and the Whose has a PM Role of Prospect Manager.

Customization Tips

The criteria can be modified to select any desired set of constituents.

Options should not be changed.

You may edit the sub-report to limit the gift or dues history to the desired date parameters.

This report produces a list of constituents who have acted as screeners. Below each screener's name, the report shows the names of those constituents for whom they offered an opinion, along with the name of the session, date and opinion rendered. The report also the minimum, maximum, and average opinion that the screener offered. This information can also be used as a means of evaluating the screener's own attitude and willingness to contribute to the institution, in comparison to the opinions offered for the same constituents by other screeners.

The standard criteria selects all Screening rows in which the owner of the row acted as the Screener (Screened/Screened By is not checked).

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

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

This report is suitable for printing or viewing as HTML.

Customization Tips

The criteria can be modified to select any desired set of constituents who have participated in screening sessions or Screening rows that describe the same Screening Session.

Options should not be changed.

This report shows all selected constituents who have been screened. Below the screenee's name, the report shows the name of each constituent who rendered a screening opinion, that amount, and the session and date of the screening opinion. In addition, the minimum, maximum and average opinion for each prospect screenee.

The standard criteria selects all Screener rows in which the owner was the one being screened (Screened/Screened by is checked).

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

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

This report is suitable for printing or viewing as HTML.

Customization Tips

The criteria can be modified to select any desired set of constituents or a particular Screening Session.

Options should not be changed.

This report shows a list of all constituents who have Tasks that have not yet been completed. The report is organized by the name of the constituents to whom the Tasks have been assigned. It also shows the name of the person for whom the Task is being performed, the type of Action that is scheduled, the date and location. It also shows the date of the most recent Action for that constituent. It allows a development officer to review upcoming Tasks assignments.

The standard criteria selects all Tasks that have not yet been completed.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort for this format is alphabetical by the names of the constituents to whom the Tasks have been assigned, and then the Type of Action that the Task will fulfill.

This report is suitable for printing or viewing as HTML.

Customization Tips

The criteria can be modified to select any desired set of constituents.

Options should not be changed.

This report shows a set of ranges of giving total amounts. For each amount range, the report also shows a count of the donors whose total giving falls into that range, the sum of those donor's gifts, and the average amount of the giving total for the donors in that range. The report is useful for analysis purposes in evaluating and planning fund raising strategies.

The standard criteria selects all constituents and calculates a Total for each that is a sum of all their bequests, gifts, and pledge payments.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort for this format is by descending order of amount range.

This report is suitable for printing or viewing as HTML.

Customization Tips

The standard criteria treats each constituent as an individual donor and calculates the Total based on each individual's share of any joint transactions. This can be easily changed as long as the inclusion of the joint amounts in the Total definition, the Combined Name Option and the Remove Spouse options are all adjusted in accordance with your institution's handling of joint transactions.

The criteria may be modified to select any desired set of constituents.

Options should not be changed.

This report is designed to serve as a reminder to prospect managers who have upcoming Tasks to perform. The report shows the scheduled date, prospect name, the time, place, and priority of the contact, and the Division within the institution that is associated with the task.

The standard criteria selects all Tasks that have not been completed, but which have a due date in the same month and year as the day on which the report is run.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort for this format is alphabetical by prospect manager, then alphabetical by prospect name.

This report is suitable for printing or viewing as HTML (with minor spacing variations).

Customization Tips

The criteria can be modified to select any desired set of Tasks. You may want to use different date selections or select Tasks belonging to a particular set of constituents.

Options should not be changed.

This report lists 100 selected constituents in descending order of their giving total. The report is useful to identify the top donors in various segments of the constituency. For each donor, the report shows the donor's name, giving total, and the range of years that the donations span.

The standard criteria selects all gifts, payments, and bequests.

Do not combine spouse names, Allow duplicates, Exclude deceased.

None

The standard sort for this format is descending order of Cumulative giving total.

This report is suitable for printing or viewing as HTML (with minor spacing variations).

Customization Tips

The criteria can be modified to select any desired set of transactions or any desired set of constituents. For example, you might want to restrict the report to a particular campaign or to the top 100 donors from a particular region.

Options should not be changed.