Donor Gift Extract

Overview of FR479

The Donor Gift Extract allows you to report on multiple gift types within a date range that you specify. The report can be output to pdf or a csv file, and includes information such as the master ID, gift number, region, donor name and address information, email address, gift date, gift amount, promo type, designation description, promo source, country/desig1, program/desig2, membership (if applicable) and years of giving. To run this report:

• From the DDI Connect main menu, double-click Connect FR
• Double-click Connect FR Reports
• Double-click 479 Donor Gift Extract. The parameters screen will launch:

The following fields are available on this screen:

Field	Description
Giving type	Select the types of gifts that you wish to see on the report output
Gift date range/thru	Enter the beginning and ending dates of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date
Country	If you wish to filter by country, you can do so here. Enter the country code or codes, separated by commas, or click the list icon to select from a list of active country codes in the system
Gift amount/thru	To filter by gift amount, enter the beginning and ending amounts that you wish to filter on. You can also enter a beginning or an ending amount
States	If you wish to filter by state, you can type the state code or codes here, separated by commas, or click the list icon to select from a list of active state codes in the system
Total giving amt/thru	To filter by total gift amount, enter the beginning and ending amounts that you wish to filter on. You can also enter a beginning or an ending amount
Include Name2 on report	If selected, Name2 will appear on the report output and within the csv file
Membership/thru	To filter by membership, enter the beginning and ending amounts that you wish to filter on. You can also enter a beginning or an ending amount
AI Codes Include/Exclude	If you wish to report only against one or more AI codes, you can do so here. Type the code or codes, separated by commas, or click the list icon to select from a list of active AI codes in the system. Enter the codes in either the Include or Exclude fields
Region Include/Exclude	To filter by region, enter the region code or codes, separated by commas, in either the Include or the Exclude fields. You can also click the list icon to select from a list of active regions in the system
Promo type Include/Exclude	Type the promo type code or click the list icon to select from a list of active promo type codes in the system
Promo sour Include/Exclude	Type the promo source code or click the list icon to select from a list of active promo source codes in the system
Country Include/Exclude	Type the country/designation 1 code or click the list icon to select from a list of active country/desig 1 codes in the system
Program Include/Exclude	Type the program/designation 2 code or click the list icon to select from a list of active program/desig 2 codes in the system
Transfer mode	Click the drop down arrow to select the report transfer mode that you wish to use for the output

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

The system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.