Difference between revisions of "Extract Module Reports"
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Revision as of 17:04, 16 March 2012
Contents
Overview of Reports Available through the Extract Module
The following are reports that are available through the Extract module.
AI Code Adjustment (NA86)
The AI Code Adjustment report lets you quickly and easily update AI codes on constituent and account records. You can add and remove codes using the report. It also lets you run in preview mode, to view the records that will be affected, prior to making any changes.
| Field | Description |
|---|---|
| AI codes to add | To add one or more AI codes to all records matching your query selections, enter the code or codes, separated by commas, or click the list icon to select from a list of active AI codes in the system |
| AI codes to remove | To remove one or more AI codes from all records matching your query selections, enter the code or codes, separated by commas, or click the list icon to select from a list of active AI codes in the system |
If you wish to preview the changes before making the updates on the records, click the "Preview Changes Only". Click Start. The system will query based on your selections, and will display the previous AI codes on the matching records. Click below to view a sample of the preview report.
When you are ready to make the adjustments, uncheck the Preview changes only box and click Start. The system will update the records and display a report with the results. Click below to view a sample of the update report:
Alpha Directory Report (NA85)
The Alpha Directory report is just that...an alphabetical directory of constituent or account records that match your query selections. The report output displays the name, address, phone and AI codes of each record. You have the following options:
| Field | Description |
|---|---|
| Include name prefix | If selected, the name prefix is included in report results |
| Break by region | If you wish to break the report by region, select this option |
| Sort by zip code (secondary sort if break by region is selected) | If you wish ZIP code to be the primary sort, select this option |
When you have made your selections, click Start. The system will generate the results based on your selections. Click below to view a sample of this report output.
Constituent Listing Report (NA87)
