Report Form Fields-Default Options

Millennium Explorer>Reporting>New Criteria or Edit Criteria>Select or create a report>Report Form>Options>Default

Use the default options to set default values for the report output and formatting. You can override the default values by using other report forms, as shown.

Address & Name Section

The following Address & Name options are available.

Option	Description	Override	Notes
Include Addresses	Select the method to use for including addresses in the report worktable. None—Choose this option to exclude address information from the worktable; the addrkey in the GENERIC worktable is set to zero. This option improves performance if you do not need addresses in the report. Preferred—Select Preferred to have the first good, Preferred Address row that is valid for the current month identified in the export worktable instead of the Selected Address. If none is found, the address field in the worktable is null. The Preferred Address option is available, regardless of the presence or absence of any Address criteria statements in the report criteria. Selected—Choose this option to include the Selected Address row based on the Address criteria statements in the reports. The Address row that allows the key row to pass the criteria test is identified in the export worktable in the addrkey field and is selected for inclusion in the report.	Report Options	This option only applies to Profile reports. The option is disabled for Event reports. See the Addresses topic for more information.
Include Formatted Names	The Include Formatted Names option determines whether the report worktable includes the Formatted Name field from the selected constituent Name rows. Having the name available in the worktable improves the speed of the reporting process since the output format (for example, Crystal) does not have format the names. Having the name available in the worktable also helps with troubleshooting. If the report output does not use constituent names, (such as a report that calculates total amounts for various campaigns without the need for any detail), then including names in the worktable can slow report performance. In that case, set the Include Formatted Names option to None, so that names are not copied into the worktable. Choose one of the following options to indicate whether Formatted Names will be included: None—Choose this option to exclude formatted names from the worktable. Advanced—Choose this option to include formatted names in the worktable with advanced options selected. Preferred—Choose this option to include names in the worktable using the format that is set as Preferred for each constituent. Notes: Your choice in the Format Name option does not affect the Salutation Name option. The Millennium Reporter decides whether to use the singular or plural form of the name, based on the spouse name option you choose for the report.	Run Options	This option only applies to Profile reports. The option is disabled for Event reports.
Include Salutation, name type	Some worktable layouts include a field for the constituent's salutation. Including salutations in the worktable means the report formatting does not have to look up the information in the database when salutations are needed in the report output. Select whether to include salutations as follows: If the check box is cleared, the salutation field is blank in the worktable. If the report format includes a salutation field, no salutations are included in the output. If the report does not need salutations in the output, the check box should be cleared. If the check box is selected and the worktable includes a salutation column, then a salutation from the selected constituent Name rows is copied to the worktable. Use the list next to the Include Salutation option to select the Name Type to be used for the salutation. If you choose first found from the list, the system uses the first Name row that it finds for the constituent, regardless of its Name Type. The Preferred Name is usually the first found Name row (unless the Name Type lookup table has been altered). If you choose a specific Name Type from the list, the system searches for a name record using that type and uses its associated Salutation Name it if it exists. If one cannot be found, then the system will use the first found Name row and copy the Salutation Name from it, into the appropriate field in the export worktable. The Millennium Reporter uses the singular or combined form of the salutation, based on your choice for the Combined Names option.	Report Options	This option only applies to Profile reports. The option is disabled for Event reports.
Remove Spouses	Select the Remove Spouses option to limit the results to the primary constituent for each relationship. For example, if you are preparing a mailing list, and want the mailing sent only once per household, select this option. Clear this option if you want all members of the spousal relationship in the list.	Report Details	This option only applies to Profile reports. The option is disabled for Event reports.
Allow Multiples	Use the Allow Multiples option to indicate whether you want multiple rows for a single constituent in the worktable. Multiple rows can be selected if the report criteria you specify includes more than one row from the selected table, such as payment records, gift records, or events attended. For example, a set of criteria may be designed to find all gifts to the annual fund last year. If you want to produce a report that calculates totals for these transactions, then you do not want to remove any of the duplicates (different rows belonging to the same constituent). If you are producing an end of the year mailing to each constituent who contributed to the annual fund last year, then you do want to remove duplicates, so that each constituent receives only one piece of mail.	Report Details
Include Deceased	Use the Include Deceased option to indicate whether the report should include constituents who are deceased, or for corporations or foundations, disbanded, as follows: Select the Include Deceased option to include all selected constituents in the export worktable, even if the constituent profile indicates that they are deceased. Clear the Include Deceased option to restrict the report results to only those constituents that are living, or for organizations, active. (The profile does not include a death record.)	Report Details	This option only applies to Profile reports. The option is disabled for Event reports. This status is determined by the existence of a Death row in the constituent profile.

General Section

The following General options are available.

Option	Description
Lookup Tables	Use the Lookup Tables option to specify whether the report should use field values or both codes and values when selecting records for the report, as follows: Select Values to specify that lookup functions use the values from the lookup tables Select Codes & Values to specify that lookup functions use both the Codes columns and Values columns from the lookup tables.ne..
Account Method	The Accounting Method is a standard Millennium parameter that Millennium Reporter passes to a Crystal format when a report is run. The format then uses the value of that parameter to determine what Gift or Dues transaction amount column to display on a format or to use in calculations. Cash - When this option is selected, Crystal will use the giftamount or duesamount column. Asset - When this option is selected, Crystal will use the giftasset or duesasset column. Net Present Value - When this option is selected, Crystal will use the giftnetpv or duesnetpv column.
Print Report Criteria	Choose to print the report criteria on a separate page, for reference purposes. Use this information to troubleshoot any issues that occur in the report output. The following information is included:Report Options–This includes the name of the format and the name of the export worktable, settings for Spouse name combining, removal of repeated records, deceased options, spouse removal, report writer (formatting software), formatted names, formatted salutations, and accounting method.Report Parameters–This includes any parameters and the descriptions for them that are used by this report.Maintenance Information–This includes the date, time, and user ID for the created, last edited, and last run date for the report criteria. Also included are the times for the last run, broken down into selection, formatting, export formatting, and total run times. Finally, the number of rows that were selected (not necessarily the same as the number of constituents selected, or the number of rows that are formatted and published.)Selection Criteria–This includes the text version of all the criteria statements that are part of the report definition, including the values chosen at run time for any 'Prompted Replies' used in the criteria statements.
Display Ecommerce Passwords for New Online Constituent Users Only	Select whether e-commerce passwords are displayed for those constituents who are new users of the online store.

Worktable Section

The following Worktable options are available.

Option	Description	Override
Home Address Type	The Home Address Type shows the lookup table code for the Address Type field from the Address row that should be used as the Home Address field in the export worktable.	Report Options
Business Address Type	The Business Address Type item shows the lookup table code for the Address Type field from the Address row that should be used as the Business Address field in the export worktable.	Report Options
Formatted/Sort Name Type	Select the Formatted Name Type to use when the report sorts the Name row for the constituents . The default value is (first found), so that the system uses the first name found for the constituent, regardless of the Name Type.	Report Options
Save Worktable	Select this option to save the export worktable for use in later runs of this report. To use the saved worktable, select the Use Existing Worktable option on the Report Form Fields-Run Options page.	Run Options

Export Section

The following Export options are available.

Option	Description	Override	Notes
Output Type (reports using no Crystal Formats)	This option instructs the Millennium Reporter to take the generic worktable generated by the run of a report and convert it to CSV or Tab Delimited format. The exact behavior of this option depends on other reporting options that you specify, as described in the following rules: If you choose Crystal from the Output List (described above), you must chose (none) in the Format/Utilities text box in the main report form. The export file will reflect the exact contents of the generic worktable. If you choose Batch File from the Output List, the export file will be generated from the generic worktable, after the batch file, exe, script, or other type of file that you create and specify here, has been executed. If the execution of your file edits the contents of the generic worktable in any way, the CSV or Tab Delimited export will reflect these edits. See Batch File. If you choose Utility from the Output List, the export file will be generated from the generic worktable, after the utility has executed. The export file will reflect the exact contents of the generic worktable. Note: This option is in contrast to the option of generating a CSV, Tab Delimited, or other type of export file from the Export Options list box described below. Using those options, the MR's generic worktable is passed to the specified Crystal format, which may have been defined to gather additional information from the database, or to eliminate information that is present in the generic worktable. An export file is then automatically created by Crystal, containing the Crystal-manipulated data, of the file layout you specified in the pull-down list. This will allow you, through Crystal, to create a CSV, Tab Delimited, or other type of export file containing more, less, or different data than was contained in the original generic worktable.	Report Options
Output Type (reports using Crystal formats)	The Output Options check boxes here allow you to specify which of the Destination options will be made available to the operator in the Run Options form when the current report is run. Some of the options will not apply to some of the Output List choices, and the system will automatically disable those options. You may further restrict the options if you desire, by clearing any of the check boxes here.When Crystal is chosen from the Output List options above, the set of check box options shown under the heading Output Options are made available in accordance with that software's options. From the set of possible output options, you may further limit the options offered for the current report. To include any of these options on the Run Options form when the report is run, you may click to check that item on this Advanced Report Options form. You may select any combination of the following:HTML - Publishes the report in HTML for viewing within Millennium.PDF - Publishes the report in PDF format for viewing within Millennium (each workstation must have Adobe Acrobat Reader installed, in order to view report results in this output format.)Printer - Sends report to a designated printer. Export - Uses the Crystal option to generate an export from within Crystal.	Report Options
Crystal Export Type	Once Crystal has formatted the data, it permits you to export the results to other applications. Choose one of the following export types:Word (RTF)Excel or Excel Record Format fileCSV fileTab Separated Values fileText (ASCII) filePDF fileWord - Editable (RTF)	Report Options	Editable Rich Text Format (RTF) allows easy editing by converting all report contents to text lines. However, to maintain your page-based formatting when exporting a report, select the Word (RTF) option. Text, drawing and individual objects are included in this format.
Report Location	When the report is run, this option indicates the path for the export file that will be created. Remember to include a "." plus the extension in the export file name. (For example, if exporting the results to a CSV formatted file, named my_report, the name of the export file will be 'my_report.CSV') The default for the path may be defined by your system administrator in the System Settings section of the System Information page in the Tools World, but you may edit the location for each report when the report is run. Millennium appends the report name with the date and time to create the export file name. This prevents a file being overwritten.	Report Options
Export Location	If the current report uses the Export option and a Crystal format, you can select an Export Location from the list. Millennium appends the report name with the date and time to create the export file name. This prevents a file being overwritten. The default export location is set using the Report Default Options.	Report Options
Output List	Each report criteria can be associated with an output destination. After the Millennium Reporter executes the criteria statements and creates a generic worktable. The worktable can be used by the following output tools: A standard or custom report format created using the third-party software Crystal Reports A batch file of your own creation An Millennium standard utility Within each of these categories, there are several format, program, or utility names from which to choose.	Report Options