Duplicate Report
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Overview of NA16
The Duplicate Report allows you to list potential duplicate name/address records based on changes that have occurred since a specified date. You can also leave the date field blank to scan all changes, although doing so will significantly increase the time it takes to generate the report (depending on the size of your database). To generate the report:
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Reports
- Double-click 16 Duplicate Report. The parameters screen will launch:
You have the following options on this screen:
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Scan all adds and changes starting from | If you enter a date in this field, the system will use the date as a base to scan changes and additions to the Name/Address system since that date. If you leave it blank, it will scan all adds and changes. Type the date in a mm/dd/yyyy format or click the calendar icon to select the date | ||||||
| Account types | You can opt to search just individuals and families or all account types | ||||||
| Detection method | You have two choices with regard to the detection method. They are:
| ||||||
| Enter maximum number of miles | NOTE: This field is only visible ff you selected the Same last name within area option. You can enter the maximum number of miles allowed between constituents with the last name in order for them to qualify as duplicates | ||||||
| Regions to include | If you wish to search only one or more regions, you can type the code or codes, separated by commas, or click the list icon to select from a list of active regions configured in your system. Leave the field blank to search all regions | ||||||
| AI codes to include | If you wish to scan only those records with one or more AI Codes, you can enter the code or codes, separated by commas, or click the list icon to select from a list of active AI Codes in your system | ||||||
| AI codes to exclude | If you wish to scan only those records that do not have one or more AI Codes, you can enter the code or codes, separated by commas, or click the list icon to select from a list of active AI Codes in your system | ||||||
| Include Foreign Countries | If you wish to include foreign addresses in your scan, select this box. If it is not selected, the system will only search US addresses |
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 scan the database using the date you entered, and display an output listing potential duplicates in your system. Click below to view a sample of this report output.
