Extract Module Reports
The following are reports that are available through the Extract module.
Contents
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)
You have the following options for this report:
Field | Description |
---|---|
Sort by | Sort the report results by Name or PIN |
Break by region | If this option is selected, report results will be divided by region |
Include address | This option will include the primary address on the constituent or account record |
List all current addresses | Selecting this option will include all current/active addresses |
Include phone number | Includes the phone number on the report output |
Include name prefix | This option includes the name prefix |
Include birthday | Includes the constituent's birthday on the report |
When you have made your selections, click Start. The report will display the results based on your selections. Click below to view a sample of this report.
Donor Cluster Report (FR225)
The Donor Cluster report requires that you enter a central city or ZIP code and a mileage radius on the Address criteria tab in order to be able to run. The report displays information such as the PIN, constituent name/address/phone, giving stats, and mileage from the radius you selected.
You have the following options for this report:
Field | Description |
---|---|
Sort by | You can opt to sort the report results by Donor name or by distance from the central city |
Include name prefix | If selected, the report output will include the name prefix for all constituent records |
When you have made your selections, click Start. The report will generate the results based on the selections made. Click below to view a sample of this report.
Donor History Report (FR236)
The donor history report displays information such as donor name and address, largest and first gift, and gift history. You have the following options on this screen:
Field | Description |
---|---|
Break by region | If selected, the report will break by region |
Include name prefix | If selected, the report output will include name prefixes |
Keep gifts on one page wherever possible | If selected, the system will attempt to list all gifts for a donor on a single page |
Sort by zip code (secondary sort if break by region is selected) | If selected, the report output will be sorted by ZIP unless break by region is selected |
Show donation totals | If selected, the report output will show donation totals for each donor and a grand total at the bottom of the report |
Maximum number of gifts to show for each donor | If you wish to limit the number of gifts displayed per donor, you can do so by entering that number here |
Years of giving history to show for each donor | If you wish to limit the years of giving history for each donor, you can do so by entering that number here |
When you have finished making your selections, click Start. The system will generate the report based on the parameters you selected. Click below to view a sample of this report.
Donor Name List Report (FR275)
The Donor Name List report is just that...it generates a list of donor names based on the other criteria you have selected within the Extract module. You have the following options for this report:
Field | Header text |
---|---|
Include Master ID/PIN | If selected, the report results will include the Master ID/PIN for each record |
Include name prefix | If selected, the report results will include the name prefix for each record |
When you have made your selections, click Start. The report will generate based on the selections made. Click below to view a sample of the report output.