Donor Retention Report
Overview of FR259
The Donor Retention report searches donor accounts and gifts (including soft credit) and produces year by year information for donors with a first gift, in kind or soft credit gift (or gifts) within the range you specify. The report output displays the number of donors, renewed donors, gifts, total amount and average amount by year, along with a total summary at the end of the report. To run this report:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Connect FR Reports
- Double-click 259 Donor Retention Report. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Year Range/thru | Enter the range of years you wish to include on the report. The ending year cannot exceed the current fiscal year |
| Promotions to Include | Type the promo type code or click the list icon to select from a list of active [[Promo Type
Codes|promo type codes]] in the system |
| Promotions to Exclude | Type the promo type code or click the list icon to select from a list of active [[Promo Type
Codes|promo type codes]] in the system |
| Regions to include | To filter by region, enter the region code or codes, separated by commas, or click the list icon to
select from a list of active regions in the system |
| Regions to exclude | To exclude a region, enter the region code or codes, separated by commas, or click the list icon to
select from a list of active regions in the system |
| AI codes to include | 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 |
| AI codes to exclude | If you wish to exclude 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 |
| Include Soft Credit? | If you wish to have the report results include soft credit gifts, select this option |
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 system will generate the report based on the parameters you selected, and display the results. Click below to view a sample of this report.
