Reporting World Introduction
Important! For sites utilizing the Microsoft SQL Server database engine: If the 'Auto Shrink' Microsoft SQL Server database option is enabled, it may degrade performance and may cause Millennium utilities and reports to 'hang'. It is recommended that this option be disabled, and that database shrinking be handled manually. The database administrator must disable Auto Shrink from within SQL Server. For instructions, refer to the Millennium Installation Guide, "Installing the Web Server (IIS) and Database Server."
The Reporting World in Millennium provides access to most of the functions related to the process of retrieving information from the data tables that are viewed and maintained in either the Profiles World or the Event World.
There are some additional, standard reports that are available outside of the Reporting World:
- From within the Profiles World, the Profile Reports are generated on-demand by clicking a menu item. They show data for a single constituent - the one whose data is displayed at the time that the report is generated. These reports are automatically displayed and may be printed from the display.
- From within the Events World, the Events Reports are generated on-demand by clicking a menu item. They show data for a single Event or a single Activity associated with that Event. These reports are automatically displayed and may be printed from the display.
- On Demand reports are available from within My Millennium. Access the My Millennium On Demand Reports by using Millennium Explorer, My Millennium>Reports. Access to these reports can also be added to your Home Page. The reports are generated by clicking one of the report name hyperlinks shown in the On Demand Reports display.
- From within Favorites, the My Staff and My Prospect On Demand Reports are generated, on-demand, by clicking a Reports button. They show data about a group of prospects or prospect managers that are related to the constituent whose Millennium record is associated your User ID. For more information about My Staff and My Prospect On Demand Reports, see Favorites. For more information about associating a constituent record with a user, see User Security, User Maintenance.
The following items are available in the Reporting World. Each of these items is organized under separate branches of the Millennium Explorer, under Reporting.:
- Visual Analyzer: access your standard and customized Visual Analyzer documents - these documents deliver a dashboard overview and detail drill downs into your Millennium data. Your site must be licensed to use the Visual Analyzer, and you must be granted QlikView user status through User Maintenance.
- Express Reports: access all the Express Reports that have been created for your User ID. From this area, you can either view the formatted report results, or launch one of your Express Reports.
- Search Reports: quickly locate saved report criteria, and edit or run it directly from the Search Reports page. Quickly locate a published report to view it directly from the Search Reports page. Or generate a list of your site's saved and published reports and display it on one screen.
- A published report is one that has been formatted and sent to either the HTML or PDF destination for later viewing through Millennium.
- View Report: access the formatted results of the run of a report that were published in HTML or PDF format for on-screen viewing.
- Run a report: access an existing set of criteria and launch its run. It will then locate the desired data rows from the database, build the export worktable, and launch the action of the formatter. The results may be published in HTML format for online viewing, sent to a printer for hard copy distribution, exported from Crystal using a Word doc format or Excel format, or saved as an export worktable for a purpose of your choosing.
- New Criteria: access the area of reporting used to create new criteria. Criteria is a set of selection statements and various report options, that define a set of data rows from the database. Those rows will be identified in a worktable, which is used by the 3rd party formatting software to present the desired information in the form that is most meaningful for viewing. This process may begin with one of the standard Millennium report templates, or you may create a set of criteria "from scratch", beginning with your own set of default options.
- Edit Criteria: access a set of criteria that has been previously created and saved, and make edits to the statements or options.
- Map: access the component that integrates Microsoft MapPoint™ software with data generated from a report and saved to a worktable (the User who is accessing the Map component must own the worktable to be used). The Maps item expands to allow you to create a New Map and to View a Map that has already been created.
- Q Management: access the Millennium Queue. The Queue is the reporting component that administers the timing and order in which reports are executed. You can check or edit the list of reports that are either running or are "lined up", awaiting the appropriate time to begin their run, at the various Queue computers that have been established at your institution.
Report Libraries
Within the Published Reports and the Criteria functions in the Reporting World, the components that are used (templates, stored report criteria to be edited or run, or the results of the run of the report) are organized into report libraries, according to the purpose of the report. For example, reports whose purpose is to generate mailing labels will be found in the Mailings library. Another that shows the details of the Annual Fund this year in relationship to the same fund last year would be located in the Comparison library. An understanding of this organization is important in order to efficiently store, locate, and access the reporting component you need. (Note that the standard report templates are placed into the libraries by Millennium. Any criteria that you create, save, retrieve for editing, running or viewing may be placed into any library that you choose.)
The report libraries and the expected contents are:
- The Biographical library includes questionnaires, roster, phone number, and directory listings, employment reports, etc.
- The Comparison library includes annual, monthly or any other time period comparison of giving, based on any number of other factors such as account number, campaign, fund, constituent type, region, district, zone, state, preferred year, tender, etc.
- The Daily library includes acknowledgment letters, receipts, departmental notification, transmittals, batch reports, etc.
- The Events library includes financial, attendance, or other participation reports based on Event or Activity information in the Events World.
- The Financial & Giving library includes transaction details, transaction summaries, LYBUNT reports, honor/memorial donors, class agent details, matching gift info, Phonathon, solicitation reports, Paya Payment Solutions credit card and bank draft processing, etc.
- The Mailing library includes envelopes, gift tickets, and labels in any configuration, etc.
- The Membership library includes dues monthly reports, membership expiration, annual membership, membership comparisons, membership cards, etc.
- The Pledge library includes cash forecasts, pledge comparisons, delinquent pledges, pledge bill reminders, pledge receipts, pledge status reports, etc.
- The Tracking library includes donor recognition lists, contact tracking, cumulative giving, moves, prospect indices, prospect management reports, prospect screening, top 100 cumulative reports, etc.
Key Table Listing
The following tables show the Key Tables for the standard report libraries.
Biographical
| Report Name | Key Table |
|---|---|
|
Corporation and Foundation Contact Report.rpt |
None |
|
Employment History.rpt |
None |
|
Employment Listing.rpt |
Jobs |
|
Long Form Questionnaire.rpt |
None |
|
Mini-Biographical Export.rpt |
Corebio |
|
Mini-Biographical Report.rpt |
None |
|
Mini-Biographical with Gift Totals MILL.rpt |
None |
|
Multiple Preferred Addresses Exception Report.rpt |
Address |
|
Multiple Spouse Exception Report.rpt |
None |
|
Name Printout.rpt |
None |
|
Online Directory Export.rpt |
None |
|
Online Directory Report.rpt |
None |
|
Parent Directory Listing.rpt |
None |
|
Phonathon Form.rpt |
Corebio |
|
Phone Number Listing.rpt |
None |
|
Registrant List with Guests.rpt |
Registration |
|
Roster One Across.rpt |
None |
|
Roster Single Line MILL.rpt |
None |
|
Roster Three Across.rpt |
None |
|
Roster Two Across.rpt |
None |
|
Short Form Questionnaire.rpt |
None |
|
Single Line with Gift Totals MILL.rpt |
None |
Comparison
| Report Name | Key Table |
|---|---|
|
Annual Comparison by Account Name.rpt |
Giving |
|
Annual Comparison By Account Number.rpt |
Giving |
|
Annual Comparison By CAE Category.rpt |
Giving |
|
Annual Comparison By Campaign Goal.rpt |
Giving |
|
Annual Comparison By Campaign.rpt |
Giving |
|
Annual Comparison By Classification One.rpt |
Giving |
|
Annual Comparison By Classification Two.rpt |
Giving |
|
Annual Comparison By Constituent Type.rpt |
Giving |
|
Annual Comparison By County.rpt |
Giving |
|
Annual Comparison By District.rpt |
Giving |
|
Annual Comparison By Division.rpt |
Giving |
|
Annual Comparison By Parent School.rpt |
Giving |
|
Annual Comparison By Parent Year.rpt |
Giving |
|
Annual Comparison By Preferred School.rpt |
Giving |
|
Annual Comparison By Preferred Year.rpt |
Giving |
|
Annual Comparison By Region.rpt |
Giving |
|
Annual Comparison By Solicitation.rpt |
Giving |
|
Annual Comparison By State.rpt |
Giving |
|
Annual Comparison By Tender.rpt |
Giving |
|
Annual Comparison MILL.rpt |
Giving |
|
Monthly Comparison by Account Name.rpt |
Giving |
|
Monthly Comparison by Account Number.rpt |
Giving |
|
Monthly Comparison by CAE Category.rpt |
Giving |
|
Monthly Comparison by Campaign Goal.rpt |
Giving |
|
Monthly Comparison by Campaign.rpt |
Giving |
|
Monthly Comparison by Classification One.rpt |
Giving |
|
Monthly Comparison by Classification Two.rpt |
Giving |
|
Monthly Comparison by Constituent Type.rpt |
Giving |
|
Monthly Comparison by County.rpt |
Giving |
|
Monthly Comparison by District.rpt |
Giving |
|
Monthly Comparison by Division.rpt |
Giving |
|
Monthly Comparison by Parent School.rpt |
Giving |
|
Monthly Comparison by Parent Year.rpt |
Giving |
|
Monthly Comparison by Preferred School.rpt |
Giving |
|
Monthly Comparison by Preferred Year.rpt |
Giving |
|
Monthly Comparison by Region.rpt |
Giving |
|
Monthly Comparison by Solicitation.rpt |
Giving |
|
Monthly Comparison by State.rpt |
Giving |
|
Monthly Comparison by Tender.rpt |
Giving |
|
Period Comparison by Account Name.rpt |
Giving |
|
Period Comparison By Account Number.rpt |
Giving |
|
Period Comparison By CAE Category.rpt |
Giving |
|
Period Comparison By Campaign Goal.rpt |
Giving |
|
Period Comparison By Campaign.rpt |
Giving |
|
Period Comparison By Classification One.rpt |
Giving |
|
Period Comparison By Classification Two.rpt |
Giving |
|
Period Comparison By Constituent Type.rpt |
Giving |
|
Period Comparison By County.rpt |
Giving |
|
Period Comparison By District.rpt |
Giving |
|
Period Comparison By Division.rpt |
Giving |
|
Period Comparison By Parent School.rpt |
Giving |
|
Period Comparison By Parent Year.rpt |
Giving |
|
Period Comparison By Preferred School.rpt |
Giving |
|
Period Comparison By Preferred Year.rpt |
Giving |
|
Period Comparison By Region.rpt |
Giving |
|
Period Comparison By Solicitation.rpt |
Giving |
|
Period Comparison By State.rpt |
Giving |
|
Period Comparison By Tender.rpt |
Giving |
|
Yearly Comparison by Account Name.rpt |
Giving |
|
Yearly Comparison by Account Number.rpt |
Giving |
|
Yearly Comparison by CAE Category.rpt |
Giving |
|
Yearly Comparison by Campaign Goal.rpt |
Giving |
|
Yearly Comparison by Campaign.rpt |
Giving |
|
Yearly Comparison by Classification One.rpt |
Giving |
|
Yearly Comparison by Classification Two.rpt |
Giving |
|
Yearly Comparison by Constituent Type.rpt |
Giving |
|
Yearly Comparison by County.rpt |
Giving |
|
Yearly Comparison by District.rpt |
Giving |
|
Yearly Comparison by Division.rpt |
Giving |
|
Yearly Comparison by Parent School.rpt |
Giving |
|
Yearly Comparison by Parent Year.rpt |
Giving |
|
Yearly Comparison by Preferred School.rpt |
Giving |
|
Yearly Comparison by Preferred Year.rpt |
Giving |
|
Yearly Comparison by Region.rpt |
Giving |
|
Yearly Comparison by Solicitation.rpt |
Giving |
|
Yearly Comparison by State.rpt |
Giving |
|
Yearly Comparison by Tender.rpt |
Giving |
Daily
| Report Name | Key Table |
|---|---|
|
Batch Control Log - Dues.rpt |
Dues |
|
Batch Control Log - Giving.rpt |
Giving |
|
Daily Acknowledgement Letters - Giving.rpt |
Giving |
|
Daily Receipts - Giving.rpt |
Giving |
|
Daily Report - Dues.rpt |
Dues |
|
Daily Report - Giving.rpt |
Giving |
|
Daily Transmittal Detail - Dues.rpt |
Dues |
|
Daily Transmittal Detail - Giving.rpt |
Giving |
|
Daily Transmittal Summary - Dues.rpt |
Dues |
|
Daily Transmittal Summary - Giving.rpt |
Giving |
|
Departmental Notification - Giving.rpt |
Giving |
Events
| Report Name | Key Table |
|---|---|
|
Activity Profile.rpt |
Activity |
|
Actual vs Budgeted Expense by Activity.rpt |
Expenses |
|
Actual vs Budgeted Expense by Event.rpt |
Expenses |
|
Actual vs Budgeted Expense.rpt |
Expenses |
|
Attendance List by Activity.rpt |
Attendance |
|
Audio Video List.rpt |
Other Info |
|
Budgeted Expense by Expense Type - Activity.rpt |
Expenses |
|
Budgeted Expense by Expense Type - Event.rpt |
Expenses |
|
Budgeted Expense by Expense Type.rpt |
Expenses |
|
Equipment List for Event Speakers.rpt |
Speaker |
|
Event and Activity Summary.rpt |
Event |
|
Event Organizers.rpt |
Organizer |
|
Event Profile.rpt |
Event |
|
Lodging List by Hotel.rpt |
Other Info |
|
Lodging List by Name.rpt |
Other Info |
|
Mailing Labels.rpt |
Attendance |
|
Name Tags.rpt |
Event_Guest |
|
Place Cards.rpt |
Attendance |
|
Registrants with Outstanding Fees.rpt |
Registration |
|
Seating List.rpt |
Attendance |
|
Solicitor Listing with Registrants.rpt |
Event Solicitor |
|
Speaker List By Activity.rpt |
Speaker |
|
Speaker List By Event.rpt |
Speaker |
|
Speaker List By Speaker.rpt |
Speaker |
|
Special Needs by Activity.rpt |
Other Info |
|
Special Needs by Event.rpt |
Other Info |
|
Tournament Team Assignments by Activity.rpt |
Other Info |
|
Tournament Team Assignments by Event.rpt |
Other Info |
|
Transportation Needs by Guest.rpt |
Other Info |
|
Vendor List.rpt |
Expenses |
Financial
| Report Name | Key Table |
|---|---|
|
Honoree - Memorial Donor Report.rpt |
Giving |
|
AccountingExpDues.rpt |
Dues |
|
Annual Fund Report for Mobile.rpt |
Giving |
|
Bank Draft Error History Report - Dues |
Credit Card |
|
Bank Draft Error History Report - Giving |
Credit Card |
|
Bank-Credit Transaction Report - Dues |
Credit Card |
|
Bank-Credit Transaction Report - Giving |
Credit Card |
|
Campaign Report for Mobile.rpt |
Giving |
|
Cash Receipts Detail.rpt |
Giving |
|
Cash Receipts Summary.rpt |
Giving |
|
Class Agent Detail Report.rpt |
Corebio |
|
Class Agent Summary Report.rpt |
Corebio |
|
Class Comparison.rpt |
Corebio |
|
Credit Card Error History Report - Dues |
Credit Card |
|
Credit Card Error History Report - Giving |
Credit Card |
|
Credit Card Expiration Report - Dues |
Credit Card |
|
Credit Card Expiration Report - Giving |
Credit Card |
|
Creditor Transaction Report.rpt |
Giving |
|
Credits Received Report.rpt |
Giving |
|
Cumulative Giving By Class.rpt |
Corebio |
|
Decreased Gift Report.rpt |
Corebio |
|
End Of Year Acknowledgement.rpt |
Giving |
|
Gift Detail Report.rpt |
Giving |
|
Giving Changes by Constituent MILL.rpt |
None |
|
Honor - Memorial Donor Report.rpt |
Giving |
|
AccountingExp.rpt |
Giving |
|
LYBUNT Report by Constituent Type.rpt |
Corebio |
|
LYBUNT Report By Preferred Year.rpt |
None |
|
Matching Gift Received Report.rpt |
Giving |
|
Matching Pledge Potential Report.rpt |
Giving |
|
Matching Pledge Report.rpt |
Giving |
|
New Donor Report.rpt |
Corebio |
|
Solicitation Detail Report.rpt |
Giving |
|
Solicitation Summary Report.rpt |
Giving |
|
Total Giving By Account Name.rpt |
Giving |
|
Total Giving By Gift Type.rpt |
Giving |
|
Total Giving By Tender.rpt |
Giving |
|
Transaction Detail Report by Account.rpt |
Giving |
|
Transaction Detail Report by Campaign.rpt |
Giving |
|
Transaction Detail Report by Constituent Name.rpt |
Giving |
|
Transaction Summary Report by Account.rpt |
Giving |
|
Transaction Summary Report by Campaign.rpt |
Giving |
|
Transaction Summary Report by Constituent Name.rpt |
Giving |
|
VSE Survey - Post-Secondary.rpt |
Giving |
|
VSE Survey - Pre-College.rpt |
Giving |
|
Weekly Solicitation Comparison.rpt |
Giving |
Mailing
| Report Name | Key Table |
|---|---|
|
Label with Spouse Name.rpt |
None |
|
Gift Ticket.rpt |
None |
|
Label One Across 1.333x4.rpt |
None |
|
Label One Across 1.5x4.rpt |
None |
|
Label Three Across 1x2.625 MILL.rpt |
None |
|
Label Three Across 1x2.625.rpt |
None |
|
Label Two Across 1.333 x 4.rpt |
None |
|
Label Two Across 1.5x4.rpt |
None |
|
Envelope.rpt |
None |
Membership
| Report Name | Key Table |
|---|---|
|
Membership Expiration Report.rpt |
Membership |
|
Membership Card.rpt |
Membership |
|
Membership Dues by Account.rpt |
Dues |
|
Membership Dues by Date.rpt |
Dues |
|
Membership Dues by Solicitation.rpt |
Dues |
|
Life Membership Report.rpt |
Dues |
|
Membership Report.rpt |
Membership |
Pledge
| Report Name | Key Table |
|---|---|
|
Cash Forecast Annual By Donor.rpt |
Giving |
|
Cash Forecast Annual By Solicitation.rpt |
Giving |
|
Cash Forecast Monthly By Donor.rpt |
Giving |
|
Cash Forecast Monthly By Solicitation.rpt |
Giving |
|
Cash Forecast Quarterly By Donor.rpt |
Giving |
|
Cash Forecast Quarterly By Solicitation.rpt |
Giving |
|
Pledge Aging Report By Donor.rpt |
Payments |
|
Pledge Aging Report By Solicitation.rpt |
Payments |
|
Pledge Bills - Giving.rpt |
Payments Full (view) |
|
Pledge Bills - Sustainer.rpt |
Sustainer Payments |
|
Pledge Payment Schedule.rpt |
Giving |
|
Pledge Reminder Summary.rpt |
Payments |
|
Pledge Status By Donor.rpt |
Giving |
|
Pledge Status By Solicitation.rpt |
Giving |
|
Sustainer Pledge Forecast Annual By Donor.rpt |
Giving |
|
Sustainer Pledge Forecast Annual By Solicitation.rpt |
Giving |
|
Sustainer Pledge Forecast Monthly By Donor.rpt |
Giving |
|
Sustainer Pledge Forecast Monthly By Solicitation.rpt |
Giving |
|
Sustainer Pledge Forecast Quarterly By Donor.rpt |
Giving |
|
Sustainer Pledge Forecast Quarterly By Solicitation.rpt |
Giving |
|
Sustainer Pledge Payment Schedule.rpt |
Giving |
Prospect
| Report Name | Key Table |
|---|---|
| Action Log by Division.rpt | Actions |
| Action Log by Manager.rpt | Actions |
| Action Log by Prospect Name.rpt | Actions |
| Action Log by Secondary Manager.rpt | Actions |
| Action Statistics.rpt | Actions |
| Cultivation Statistics.rpt | None |
| Cumulative Giving by Amount.rpt | None |
| Cumulative Giving by Name.rpt | None |
| Donor Recognition.rpt | None |
| Donor Research Report by Prospect Manager.rpt | Donor |
| Donor Research Report by Prospect Name.rpt | Donor |
| Lapsed Scheduled Actions.rpt | Actions |
| Moves Report by Prospect Manager.rpt | Rating |
| Moves Report by Prospect.rpt | Rating |
| New Prospects Report.rpt | Relations Full (view) |
| Proposal Detail.rpt | Proposal |
| Proposal Management List by Division.rpt | Proposal |
| Proposal Management List By Goal.rpt | Proposal |
| Prospect Index by Manager.rpt | None |
| Prospect Index by Prospect Name.rpt | None |
| Prospect Index by Secondary Manager.rpt | None |
| Prospect Management List by Manager.rpt | None |
| Prospect Management List by Prospect Name.rpt | None |
| Prospect Management List by Secondary Manager.rpt | None |
| Prospect Management List Proposal Detail.rpt | Proposal |
| Prospect Management List Proposal Status.rpt | Proposal |
| Prospect Management Recent Giving Report.rpt | Giving |
| Prospect Management Research Report.rpt | Donor |
| Prospect Manager Tasked Action Log.rpt | Tasks |
| Prospect Profile MILL.rpt | None |
| Prospect Profile.rpt | None |
| Prospect Screener Report.rpt | Screener |
| Prospect Screening Report.rpt | Screener |
| Scheduled Tasks.rpt | Tasks |
| Statistical Report By Gift Size.rpt | None |
| Tickler Report.rpt | Tasks |
| Top 100 Cumulative Donors.rpt | Giving |
Subreports
| Report Name | Key Table |
|---|---|
| Actions Completed.rpt | Not Applicable |
| Actions Due.rpt | Not Applicable |
| Activity Profile.rpt | Not Applicable |
| Activity Summary.rpt | Not Applicable |
| Additional Phone Numbers.rpt | Not Applicable |
| Attribute.rpt | Not Applicable |
| Bill Totals-Pledges.rpt | Not Applicable |
| Bill Totals-SustainerPledges.rpt | Not Applicable |
| Business Address.rpt | Not Applicable |
| Citizenship.rpt | Not Applicable |
| Correspondence.rpt | Not Applicable |
| Death.rpt | Not Applicable |
| Demographics.rpt | Not Applicable |
| Donor.rpt | Not Applicable |
| Dues.rpt | Not Applicable |
| Education.rpt | Not Applicable |
| Employer Info.rpt | Not Applicable |
| Employment History.rpt | Not Applicable |
| Event Correspondence .rpt | Not Applicable |
| Event Expense.rpt | Not Applicable |
| Event Guest.rpt | Not Applicable |
| Event Item.rpt | Not Applicable |
| Event Organizer.rpt | Not Applicable |
| Event Registration.rpt | Not Applicable |
| Event Solicitor.rpt | Not Applicable |
| Event Speaker.rpt | Not Applicable |
| Financial.rpt | Not Applicable |
| Formal Name.rpt | Not Applicable |
| Gift Date Range.rpt | Not Applicable |
| Gift Total.rpt | Not Applicable |
| Gift.rpt | Not Applicable |
| Group A Date Range.rpt | Not Applicable |
| Group B Date Range.rpt | Not Applicable |
| Home Address.rpt | Not Applicable |
| Honor or Memory Name.rpt | Not Applicable |
| Joint Name.rpt | Not Applicable |
| Last Completed Action.rpt | Not Applicable |
| Maiden Name.rpt | Not Applicable |
| Matched By Name.rpt | Not Applicable |
| Matched for Name.rpt | Not Applicable |
| Media.rpt | Not Applicable |
| Membership.rpt | Not Applicable |
| Next Action.rpt | Not Applicable |
| Non-Constituent Honor-Memory.rpt | Not Applicable |
| Planned Giving.rpt | Not Applicable |
| Proposals.rpt | Not Applicable |
| Prospect Manager.rpt | Not Applicable |
| Quids.rpt | Not Applicable |
| Ratings.rpt | Not Applicable |
| Relationship.rpt | Not Applicable |
| Screener.rpt | Not Applicable |
| Tasks.rpt | Not Applicable |