Report Form Fields-Criteria Tab
The criteria available in the Report form Criteria tab depend on the type of report: event, profile or custom. The following table describes the sections of Criteria tab.
Available Tables
This section lists the tables available for the report. The tables vary based on the type of report you are creating. You must select a single table from the list to enable the fields in the New Criteria section of the form.
Available Tables for Profiles Reports
Profile reports are created when you select a report.
- Custom Profile
- Biographical
- Comparison
- Daily
- Financial
- Mailing
- Membership
- Pledge
- Tracking
When you create a Profile report, all of the tables that contain biographical, giving or financial, event attendance, and relationship information are available, as follows:
| Actions | Address | Attendance |
| Attribute | Basic Data - Corporation | Basic Data - Other |
| Basic Data - Person | Benefit Level | Benefits Received |
| Bookmarks | Chart of Accounts | Circle |
| Citizenship | Comment | Contact Info |
| Correspondence | Coverage | Credit Card |
| Custom Profile | Custom Prospect | Death |
| Demographic | Dues Detail | Education |
| Employment | Event Guest | Event Log |
| Event Solicitor | Financial | Gift in Kind |
| Giving Detail | Honoree | Internet Address |
| Media | Membership | Membership Cards |
| Name | Organizer | Payments |
| Phone Numbers | Planned Gift/Proposal Rating | Planned Giving |
| Proposals | Quid Pro Quo | Ratings |
| Registration | Relation | Research Source |
| Screening | Securities | Solicitor |
| Speaker | Subscription | Subscription Level |
| Summaries | Sustainer Payments | Tasks |
| Tracking |
Available Tables for Event Reports
Event reports are created when you select one of the following report categories:
- Custom Event
- Event
When you create an Event report, all of the tables that contain event attendance, activity, registration, speaker, and setup information are available, as follows:
| Activity | Attendance | Event |
| Event Actions | Event Guest | Event Income |
| Event Guest | Event Solicitor | Expenses |
| Items | Organizer | Other Info |
| Registration | Registration Level | Speaker |
| Tracking |
New Criteria
The New Criteria section allows you to filter the data in the selected table that will be included in the report output.
| Field/Button | Description | Notes |
|---|---|---|
| Field Name | The available field names are populated based on the table you select from the Available Tables list. | |
| Operator | The Operator field describes how to filter the Field Name for the report. Selections in the Operator list vary based on the data type of the selected field. | |
| Value | The Value field is used in conjunction with the Operator to filter the data in the selected field. | |
| Add/Update |
The Add button adds the field/operator/value combination to the report criteria and displays the filter in the Criteria section at the bottom of the page. This button changes to Update when you edit an existing criteria line. |
|
| Clear | The Clear button clears all of the selections in the New Criteria section of the page. |
Criteria
The Criteria section displays the criteria lines that have been added to the report. For those reports that use Millennium templates, this area will contain information when you create a report based on a template. For custom reports, this area will be blank until you Add criteria to the report.
| Field/Button | Description | Notes |
|---|---|---|
| Edit |
Select a line in the criteria section and click the Edit button to change the Field Name, Operator, and Value for the criteria. The selected criteria appear in the New Criteria section for editing. Click the Update button to save any changes. |
This button is disabled until you add criteria to the report. |
| Cut |
Use the Cut button with the Paste button to move a criteria line up or down in the Criteria list. You can also Cut a criteria line to delete it. |
See Report Criteria Organization for information about how the order of criteria can affect the report results. |
| Copy |
Use the Copy button to copy a criteria line. You can then paste the line in a new location to be used as is or edited as needed. |
|
| Paste |
Use the Paste button to paste a copied criteria line. |
|
| Mand. Group |
Click the Mandatory Group button to group the report results by the criteria immediately following the Mandatory Group line in the Criteria. |
|
| Group | Click the Group to indicate that report results should have a secondary grouping by the criteria immediately following the Group line in the Criteria. | |
| Gift Total |
Click the Gift Total button to insert a Gift Total line in the criteria. You can enter a Name for the total, and specify the specific types of gifts and calculations to include in the total line. |
|
| Dues Total |
Click the Dues Total button to insert a Dues Total line in the criteria. You can enter a Name for the total, and specify the specific types of dues and calculations to include in the total line. |
|
| Use Total |
Click the Use Total button to insert a saved total into the criteria. |
|
| Add Criteria |
Use the Add Criteria button to select from a set of saved criteria or total lines. |
|
| Save Criteria |
Use the Save Criteria button to save the criteria set. |
- After you set all of the criteria to be used for the report, you can proceed to the tab to continue configuring the output for the report.
- When you click the Run tab, all of the report details, criteria, and options are automatically saved.
- You can export the report criteria by hovering over the action menu, and using the Print action to save the report as a PDF file.
- If you create a Crystal report to save as HTML using the Millennium Reporter, you cannot use a period (.) in the file name. Using a period in the file name causes an error in Crystal, and the report fails to complete.