Gift Listing Report
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Overview of FR231
The Gift Listing report allows you to generate a list of gifts received within a date range. The report output can be separated by region, and includes information such as the region, gift number, gift date, master ID, PIN, donor name, gift amount, promo type, promo source, designation 1, designation 2, designation description and GL account. To run this report:
- From the DDI Connect main menu, double-click Connect FR
- Double-click Connect FR reports
- Double-click 231 Gift Listing. The parameters screen will launch:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Gift date/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 |
| Constituent PIN | If you wish to report only on gifts assigned to a particular person, you can do so here. Type the PIN or click the search icon to locate the constituent's PIN |
| Promo type | 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 | Type the promo source code or click the list icon to select from a list of active promo source codes in the system |
| Country/Desig 1 | Type the country/designation 1 code or click the list icon to select from a list of active codes in the system |
| Program/Desig 2 | Type the program/designation 2 code or click the list icon to select from a list of active codes in the system |
| Desig description | To search by designation description, enter a part of the word. For example, Blank to search for Blankets, Blanket, etc. |
| Region | 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 |
| Breakdown by Region | If selected, the gifts will be broken out by region on the report 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. |
| 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 entered, and display the results. Click below to view a sample of this report.
