Report Form Fields-Details Tab

The Report Name is created when you save the report. The name can be up to 50 characters long, and is used to find the report when you want to edit or view it.

This option is a text box that contains the title of the current report. The title can be up to 60 characters in length and appears below the Institution or Division Name at the top of the report output.

When a report is launched in the Millennium Reporter, the system uses the criteria statements and other optional settings and examines the database to construct a generic worktable which identifies the appropriate constituent data. That worktable may then be 'handed off' to another process, which is identified in the Format option.

Each of these lists includes an entry labeled, (none). If you choose (none) from this list box, the Millennium Reporter will create the export worktable and (if you choose the corresponding option from the Run Report form) save it. In that situation, no further action is launched by the Millennium Reporter regarding that export worktable.

For more information, see About Report Formats and Utilities.

If you want to include a list of Millennium ID numbers in your report criteria, you have the option to import this list from an external file to then be read by Millennium Reporter. Individual fields within this external file of ID numbers can be tab delimited (.tab file format) or comma-separated (.CSV file format).

For more information, see Using An Input File to Add ID Numbers to Report Criteria.

The Combine Names option applies to constituents who are linked by the spousal relationship types of sp - Spouse, cm - Combine Mail, and lp - Life Partner. The following selections are available:

• Do not combine—Select this option to use the singular names for each member of the relationship in the report. This is the default value
• Combine if both selected—Select this option to use the combined name only if both members of the relationship appear in the report results.
• Combine if either selected—Select this option to use the combined name for the spouses if either member of the relationship appears in the report results.

For more information, see About the Combine Names Options.

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.

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.

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.)