Constituent Detail Report
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Overview of NA21
The Constituent Detail report provides information such as addresses, relationships, memos and gift information. You can generate the report for one or more PINs, and you have the option of limiting the detail to a certain number of years. To generate the report:
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Reports
- Double-click 21 Constituent Detail Report. The parameters screen will launch:
You have the following options on this screen:
| Field | Description |
|---|---|
| Limit report to | If you wish to limit the report results to a certain number of years, you can enter that number here. Leave this field blank to report against all constituent data |
| PIN(s) | Enter the PIN number(s) you wish to report on, separated by commas, or click the search icon to search for the PIN(s) you want to report on |
| Include Addresses | If selected, the report output will include all addresses on the constituent record(s) |
| Include Relations | If selected, the report output will include the name(s) and PIN number(s) of any linked constituents for each record |
| Include Memos | If selected, name/address memos on the constituent record(s) will be included in the report output |
| Include Gifts | If selected, the report output will include gift information for the constituent(s) |
| Include Events | If selected, the report output will include information on events that the constituent(s) has/have participated in |
| Include Local Allocation Data | If selected, the report output will include any local allocations information linked to the constituent account(s) |
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. |
| 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 report will generate and display. Click below to view a sample of this report.
