Overview of FR503
- THIS PAGE IS CURRENTLY UNDER CONSTRUCTION**
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
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Sort by |
Use the drop down menu to decide how you want the report sorted
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Update Giving Goals |
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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
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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
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View Report |
This option generates a pdf file that is displayed on the screen when the report is generated
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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
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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
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Print via PDF |
Prints directly to your printer.
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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
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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
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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
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Green bar |
Adds shaded, horizontal bars to the report, making it easier to read across columns
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No dialog |
Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated
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Extra copies |
If you want extra copies of the report generated, type the number in this field
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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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