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.
Summary Donor Listing Report (FR223)
The Summary Donor Listing report is a short summary of donor information for records meeting the other entered criteria. The output includes account ID, name, address (if selected), phone (if selected), largest gift amount, largest gift date, and total giving amount to date. You have the following options when running this report:
| Field | Description |
|---|---|
| Sort by | You can choose to sort by: donor name, largest gift amount, recent gift amount, total giving amount or donor segment |
| Break by region | If selected, the report output will break by region |
| Include address | If selected, the donor address will be included in the report output |
| Include phone number | If selected, the donor phone number will be included in the report output |
| Include name prefix | If selected, the name prefix will be included in the report output |
When you have made your selections, click Start. The report output will generate, based on the parameters you selected. Click below to view a sample of this report.
Yearly Giving Summary Report (FR229)
The Yearly Giving Summary report allows you to generate a brief summary for up to 6 years for donors meeting the other criteria entered. The report output shows the donor name, city, state, ZIP, and total giving amounts for each of the years you selected. NOTE: You can extract this information to csv using the Output tab. To do so:
- On Address tab, put in applicable address information
- On Donor/Gift tab, all four gift types default to checked. Add any additional criteria.
- Add other criteria on the other tabs if desired.
- On Outputs tab,
- Choose data file
- Put in a file name
- Check “Include donor fields”
- Check “Include additional donor fields and statistics”
- Either Calendar or fiscal year is selected
- Year range of 2007 to 2012 (can have up to 6 years)
You have the following options for this report:
| Field | Description |
|---|---|
| Years/to | Enter the year(s) you wish to report on in a yyyy format. You can report on up to 6 years |
| Calendar/Fiscal year | Click the drop down arrow to select either calendar or fiscal year |
| Break by | Select the option for the report to break sections. Your options are Region, State, State,county or State,city |
| Sort by | You can choose to sort by Donor name or Total giving amount |
| List totals only | If selected, the system will display only the totals for each year, rather than the amounts for each donor |
| Omit lines with all zeros | If selected, lines that have all zeros will be suppressed on the report output |
| Include name prefix | If selected, the report output will include name prefixes |
| Include street address, AI codes, and Name 2 | If selected, donor street addresses, AI codes on the constituent record, and Name 2 information will be included in the report output |
| Include first gift date and most recent gift | If selected, the report output will include the first gift date, along with most recent gift |
When you have finished making your selections, click Start. The system will generate the report based on the selections you have made. Click below to view a sample of this report.
