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Revision as of 15:20, 28 July 2015
Overview of FR503
Giving Goals Creation (or Copy Giving Goals) allows for the easy creation of giving goals from one year to the next. It allows you to be able to create $0 giving goals. It will auto generate constituents’ information for a year based off of another year. If a giving goal already exists for the new year, no new goal will be created. If a giving goal does not exist for the new year, then the goal will be created for that constituent with an amount of $0. The corresponding report will list goals that have been created
To run the program:
- From the DDI Connect main menu, double-click Connect-FR
- Double-click Giving Goals
- Double-click 503 Giving Goals Creation (or Copy Giving Goals). The parameters screen will launch:
You have these options:
Field |
Description
|
Copy year: |
Enter the year you would like to copy from and the year you would like to copy to
|
Sort by |
Use the drop down menu to decide how you want the report sorted
|
Update Giving Goals |
}
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option |
Description
|
Printer |
Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise
|
Format |
Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page
|
Memo |
If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension
|
View Report |
This option generates a pdf file that is displayed on the screen when the report is generated
|
Archive Report |
If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer
|
Print Report |
If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen
|
Print via PDF |
Prints directly to your printer.
|
Email |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient
|
Duplex/Top |
Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur
|
Duplex/Side |
Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur
|
Green bar |
Adds shaded, horizontal bars to the report, making it easier to read across columns
|
No dialog |
Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated
|
Extra copies |
If you want extra copies of the report generated, type the number in this field
|
Click start. The system will generate a pdf report with the results. Click below to view a sample of the pdf output.
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