Getting Started in Reporting
Use the following topics to learn about reporting and the Reporting World:
| Welcome to Millennium |
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| Current Release Notes |
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| Release Notes Archive |
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| Release Notes for Millennium 2024.1 |
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| Release Notes for Millennium 2017.1 |
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| Release Notes for Millennium 2016.1 |
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| Release Notes for Millennium 2015.1 |
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| Release Notes for Millennium 2014.1 |
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| Release Notes for Millennium 2014 |
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| Release Notes for Millennium 2013 |
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| Release Notes for Millennium 7.9 |
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| Release Notes for Millennium 7.8 |
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| Release Notes for Millennium 7.7 |
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| Release Notes for Millennium 7.6.1 |
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| Release Notes for Millennium 7.6 |
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| Release Notes for Millennium 7.5 |
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| Release Notes for Millennium 7.4 |
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| Release Notes for Millennium 7.3.1 |
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| Release Notes for Millennium 7.3 |
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| Release Notes for Millennium 7.2.2 |
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| Release Notes for Millennium 7.2.1 |
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| Release Notes for Millennium 7.2 |
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| Release Notes for Millennium 7.1 |
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| Log On and Log Off |
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| Logging On to Millennium |
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| Logging Off |
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| Setting Up Multifactor Authentication |
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| Clear User ID |
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| Change Your Password |
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| Millennium Explorer |
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| Tasks |
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| Favorites |
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| Bookmarks |
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| My Prospects |
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| Customizing the My Prospects List |
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| Customizing the My Prospect List Filters |
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| Creating an Active Prospect/Prospect Manager Relationship |
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| Creating an Active Prospect Manager/Assistant or Researcher Relationship |
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| Displaying My Prospects as Favorites |
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| My Prospects On-Demand Reports |
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| My Staff |
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| Customizing the My Staff List Display |
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| Creating an Active Director/Prospect Manager Relationship |
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| Creating an Active Prospect Manager/Assistant or Researcher Relationship |
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| Displaying My Staff as Favorites |
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| My Staff On-Demand Reports |
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| My Tasks |
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| Visual Analyzer |
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| Reassigning Prospects |
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| Prospect Reassignment Form |
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| Recent Reports |
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| Save a Favorites List Display |
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| Profiles World |
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| Search for Constituents |
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| Standard Search |
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| Searching with the Default Search Database Form |
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| Advanced Search |
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| Running an Advanced Search |
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| Advanced Search Criteria |
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| Search Results |
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| Create a New Constituent |
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| Data Display |
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| Gift and Dues Data Display |
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| Create and Maintain Data Display Sorts |
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| Filters |
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| Defining Filter Criteria |
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| Filter Criteria Form |
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| Constituent Alerts |
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| Data Maintenance |
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| Maintain Simple and Joint Gifts and Dues Transactions |
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| Fast Data Entry for Gifts and Dues |
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| Hot Keys |
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| Wildcards |
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| Value-based Lookup Tables in Data Entry and Maintenance |
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| Attachments |
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| Soft Edits |
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| Biographical Data Tables |
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| Addresses |
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| Phone Numbers |
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| Internet (web and email) Addresses |
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| Instant Address |
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| Using Instant Address to enter and verify addresses |
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| Attributes |
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| Basic Data |
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| Citizenship |
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| Circle Definition |
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| Circle Membership |
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| Comments |
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| Correspondence |
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| Coverage |
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| Custom Bio |
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| Death |
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| Education |
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| Employment |
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| Event Log for Constituents |
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| Names |
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| System Generated Names |
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| Relationships |
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| Contact Info |
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| Relation Tree |
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| Gifts and Dues |
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| Gift Transactions, Allocations, Amounts, and Linked Secondary Tables |
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| Bank Draft |
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| Credit Card |
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| Gift In Kind |
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| Honor and Memory Transactions for Non-Constituents |
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| Journal Gifts and Dues Transactions |
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| Pledge Payment Schedules |
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| Quid Pro Quo |
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| Securities |
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| Serial Receipts |
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| Gift Solicitors and Dues Solicitors |
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| Sustainer Pledges and Sustainer Payments |
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| Giving Tree and Dues Tree |
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| Giving Trends |
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| Dues Transactions, Allocations, Amounts, and Linked Secondary Tables |
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| Dues Trends |
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| Membership |
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| Membership Benefit Level |
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| Membership Benefits |
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| Membership Subscription Level |
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| Membership Subscriptions |
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| Membership Cards |
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| Summaries (memories) |
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| Prospect Management |
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| Actions |
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| Custom Prospect |
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| Demographics |
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| Financials |
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| Media |
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| Planned Gifts |
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| Proposals |
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| Proposal Ratings and Planned Gift Ratings |
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| Prospect Tree |
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| Screening Prospects |
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| Millennium Tasks and Outlook Integration |
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| Prospect Tracking |
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| Tracking Ratings |
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| Research Source |
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| Circles |
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| Circle Membership |
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| WealthEngine |
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| Events World |
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| Event Activities |
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| Event Activity Attendance |
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| Audio Video Needs |
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| Correspondence |
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| Event and Activity Actions |
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| Event Guests |
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| Event Income-Registration Fees |
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| Event Solicitors |
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| Event and Activity Expenses |
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| Event and Activity Items |
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| Event and Activity Items for Guests |
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| Lodging for Event Guests |
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| Event and Activity Organizers |
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| Other Info Table Details |
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| Event Registration |
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| Seating for Event Activities |
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| Special Needs for Event Guests |
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| Event and Activity Speakers |
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| Tournament (Tourney) Needs for Event Guests |
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| Transportation Needs for Event Guests |
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| My Millennium |
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| Reporting World |
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| Visual Analyzer |
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| Express Reports |
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| Profile Reports vs. Event Reports |
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| Search Reports |
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| View Published Reports |
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| Run Report Criteria |
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| Locating a Saved Report |
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| Running the Report |
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| Run a Published Report- Report Form Fields |
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| Report Templates |
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| Report Template Groups |
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| Using Template Groups to Create Criteria |
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| Biographical Reports |
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| Comparison Reports |
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| Standard Comparison Reports - Annual |
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| Standard Comparison Reports - Monthly |
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| Standard Comparison Reports - Period |
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| Standard Comparison Reports - Yearly |
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| Events Reports |
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| Financial and Giving Reports |
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| Pledge Reports |
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| Prospect Tracking and Management Reports |
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| Search Reports |
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| Report Criteria |
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| Understand Report Criteria - Columns, Comparisons, Objects |
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| New Report Criteria |
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| Edit Report Criteria |
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| Report Criteria Groups |
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| Report Criteria Organization |
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| Report Criteria Totals |
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| Add Id Numbers into Report Criteria |
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| Write Report Criteria Statements |
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| Report Descripts System Table |
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| Subreports |
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| Report Form |
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| Entering Report Details |
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| Defining Report Criteria |
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| Selecting Report Options |
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| Setting Report Runtime Options |
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| Setting Parameter Options |
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| Setting Default Report Options |
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| Running the Report |
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| Report Form Fields-Details Tab |
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| Report Form Fields-Criteria Tab |
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| Report Form Fields-Report Options |
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| Report Form Fields-Parameters |
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| Report Form Fields-Default Options |
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| Report Form Fields-Run Options |
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| Report Queue |
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| Tools |
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| Audit Log |
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| Lookup Tables |
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| Gift and Dues Batch Numbers Lookup Tables |
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| Custom Lookup Tables and Fields |
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| Event Lookup Tables |
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| Membership Lookup Tables |
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| Membership Lookup Tables Layouts |
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| Profiles Lookup Tables A through D |
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| Profiles Lookup Tables E through R |
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| Profiles Lookup Tables S through Z |
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| Lookup Tables Layouts |
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| Lookup Tables Maintenance |
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| Organize Reports into Groups |
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| Custom Utilities |
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| Correct Gift Match (GM) |
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| Correct Gift Match (GM) Tables |
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| Advanced Data Examiner |
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| Advanced Data Examiner Review Process for Addresses |
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| Advanced Data Examiner Review Process for Correspondence |
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| Advanced Data Examiner Review Process for Employment (jobs) |
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| Advanced Data Examiner Review Process for Events |
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| Advanced Data Examiner Review Process for Gifts and Dues |
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| Advanced Data Examiner Review Process for New Constituents |
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| Advanced Data Examiner Review Process for Prospect Tracking |
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| Advanced Data Examiner Review Process for Relationships |
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| Pending Tables |
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| Online Constituent Directory |
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| Online Constituent Directory Setup |
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| Setting Up AFO Forms in the Online Directory |
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| Abila Fundraising Online Forms |
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| Defining Filters in the Online Directory |
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| Defining Sorts in the Online Directory |
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| About the Login Creation Utility |
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| Using the Login Creation Utility |
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| Login Creation Utility Fields |
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| Creating a Worktable for the Login Creation Utility |
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| Resetting a Constituent Password |
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| Online Constituent Directory Sample website |
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| Setting Options for Publishing Tables in the Online Directory |
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| Other Online Directory Options |
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| Setting Appearance in the Online Directory |
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| Paya Payment Solutions |
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| Custom Display Designer—Web Version |
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| Accessing the Custom Display Designer |
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| Adding Data to a Display or Maintenance Form |
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| Removing Data from a Form |
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| Adding Free Text to a Form |
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| Adding a Separator Line to a Maintenance Form |
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| Custom Display Designer Interface |
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| Restricted Columns for Gift and Dues Insert Allocation |
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| Custom Display Designer—Java Version |
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| System Display Options |
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| Table Options |
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| Prospect Management Workflow Setup |
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| DonorSearch Integration |
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| System Upkeep |
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| System Alerts |
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| System Information |
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| System Options |
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| System Requirements |
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| About User Security |
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| User Security - The View Generator |
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| User Security - Group Maintenance |
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| User Security - User Maintenance |
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| About Millennium Utilities |
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| System Utilities |
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| Diagnostic Tools |
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| Validate fieldlst Table |
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| Validate Customizer Access to the fieldlst Table |
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| Check Database View Structure |
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| View Logged On Users |
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| Help Reference |
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