Constituents

 

Constituent Credit Total Report

This report provides a summary of a donors giving history by Site, Year and Total Amount.

 

Constituent Profile Report

This report offers a variety of information options you can choose from and compiles it for a screen view.  Includes information such as:  biographic data, spouse information, education, basic event information, recognition credit totals, basic prospect status, relationships, etc.

 

Constituent Recognition Credits Report

This report should be used to view recognition credit information for a constituent or selected group of constituents.

 

Constituent Tributes Report

This report allows you to choose a constituent to view a list of the tributes associated with that constituent.  In honor of, In memory of, etc.

 

Industry Segmentation Report

This report provides basic information about individuals or organizations grouped by industry, along with giving totals.

 

Individual Industry Segmentation Report

This report provides basic information about constituents grouped by industry. The report includes a breakdown or comparison of constituent giving and organization.

 

Recognition Count Report

This report allows you to select a certain recognition program to generate a chart that shows the number of constituents by program level and date achieved.

 

Recognition Revenue Report

This report displays revenue summary, by level, for a selected recognition program within a time frame that you specify.

 

Tribute Revenue Report

This report displays the revenue records applied to selected tributes (in honor of, in memory of). For each tribute, the report displays the donors for the tribute, revenue types, revenue dates, and revenue amounts.

 


 

Events

 

Event Comparison Report

This report compares the effectiveness of multiple events.

 

Event Profile Report

This report allows you to view information about an event, such as its coordinators, location, seating, expenses, and more. The Event Profile report also includes information about event registrants, such as date registered, host, and balance.

 

Event Summary Report

This report allows you to view information about one or more events, based on a selection, along with the event details. The Event Summary Report includes information about the event such as the start date, how many people were invited/registered/attended, event income and expense information, and more.

 

Event Revenue Report

This report shows a breakdown and comparison of revenue and expenses for the event. If it is a multi-level event, you can choose to display information for only the event or for the event and all sub-events.

 

Team Fundraising by Event Report

This report allows you to view revenue information for events broken down by team. You can also see the number of gifts donated at a specific event or multiple events, as well as the largest gift.

 

Team Fundraising by Team Report

This report allows you to view team revenue information for events. You can also see the number of gifts donated at a specific event or multiple events, as well as the largest gift.

 


 

Fundraising

Campaign Recognition Credit Report

This report shows progress toward a specific goal, including total recognition credit, and percent of goal for the campaign selected.

 

Campaign Summary Report

This report shows progress toward a specific goal, including total raised, how much has been received, new commitments, the total amount of planned gifts, and percent of goal for the campaign selected. The total raised represents how much has already been received and how much exists as new commitments. New commitments include pledges and grants, subtracted by how much has been written off for those pledges.

 

Designation Progress Report

This report shows progress toward a specific goal by total raised, percent of goal, how much has been received, new commitments, the total amount of planned gifts, and number of gifts. The total raised represents how much has already been received and how much exists as new commitments. New commitments include pledges and grants, subtracted by how much has been written off for those pledges. The totals are broken down by designation under the parent purpose.

 

Decapitalization Fund Report

This report provides information about the decapitalized amounts of a purpose, including its approval and the designation into which to transfer the decapitalized amount.

 

FEP Benchmarking Comparison Report

This report shows your annual performance in comparison to the averages compiled by AFP from FEP survey participants for the same year. You can use this comparison to help identify areas to improve and to help increase revenue.

 

Fundraising Hierarchy Progress Report

This report shows progress of the purposes and designations in a hierarchy toward a specific goal. The report shows total raised, how much has been received, new commitments, the total amount of planned or legacy gifts, percent of goal, and number of gifts. The total raised represents how much has already been received and how much exists as new commitments. New commitments include pledges and grants, subtracted by how much has been written off for those pledges. The totals are broken down by designation.

 

Fundraising Hierarchy Summary Report

This report shows progress toward a specific goal, including total raised, how much has been received, new commitments, the total amount of planned or legacy gifts, variance between a goal amount and actual amount raised, and percent of goal. The total raised represents how much has already been received and how much exists as new commitments. New commitments include pledges and grants, subtracted by how much has been written off for those pledges.

 

Fundraising Purpose Profile Report

This report shows every designation associated with a purpose and includes a giving summary that shows the total raised, average gift amount, total number of gifts, and total number of donors.

 

Fundraising Purpose Revenue Report

This report shows revenue for a purpose by total raised, how much has been received, new commitments, the total amount of planned gifts, and number of gifts. The total raised represents how much has already been received and how much exists as new commitments. New commitments include pledges and grants, subtracted by how much has been written off for those pledges.

 

Naming Opportunity Availability Report

This report enables you to see which naming opportunities have been purchased and which are still available.

 

Naming Opportunity Recognition Report

This report generates a list of constituents recognized on naming opportunity items.

 

Solicitor Revenue Report

This report enables you to see the performance of a solicitor or a group of solicitors over a specified period of time.

 

VSE Survey Report

This report shows information about the giving associated with the categories of the VSE Survey and is formatted to correspond directly with the survey. The report shows the quantity and total amount of outstanding pledges associated with current and capital operations, the outright giving associated with the VSE categories, and the total given to each category by constituency.

 


Marketing & Communications

 

Appeal Profile Report

This report is used to show information about an appeal such as designations, benefits, associated mailings, and revenue information.

 

Appeal Performance Report

This report provides information about the effectiveness of your appeals. With this report you have the option to view information based on single or multiple appeals.

 

Appeal Package Performance Report

This report includes performance statistics for appeal packages including the number of pieces mailed, number of gifts received, response percentage, total revenue, average gift, and revenue per piece.

 

Appeal Period Comparison Report

This report compares the effectiveness of two separate appeals during like time periods.

 

Plan Status Report

This report allows you to compare your expectations for planned marketing efforts with the results.

 

Plan Income Forecast Report

This report displays the expected income schedule by marketing effort for a plan.

 

Planned Marketing Profile Report

This report displays a detailed profile of a planned marketing effort, including tasks, specifications, expenses, segment summaries, packages, and attachments.

 

Planner Income Outlook Report

This report shows the projected monthly revenue for each planned marketing effort during a specified year, grouped by plan. This report allows you to assess when you should receive money during the year.

 

Ask Ladder Response Report

This report provides information about how ask ladders perform across a selection of marketing efforts.

 

Breakeven Analysis Report

This report determines when the net profit generated by a segment exceeds the cost to send a marketing effort to the segment. For marketing efforts, a review of the breakeven analysis report shows how a segment performed relative to its peers.

 

Export Definition File Layout Report

This report provides detailed information about the export definitions associated with marketing efforts. This report lists the output fields that match fields in the export definition. It includes field paths, header names, and the type of data. This report is sent with the export file to indicate what to expect in the file.

Finder File Counts Report

This report provides details about finder files associated with a marketing effort. The report includes the segments, source codes, packages, and number of records included.

 

Indirect Responses Report

This report lists donors who were not included in a marketing effort but who gave a gift that was somehow associated with the appeal and marketing effort ID.

 

Marketing Exclusions Report

This report displays the total number of records excluded from a marketing effort and the reasons for their exclusion, such as the contact rules or exclusion selections. If the effort includes segment exclusions, the report also includes those record counts. Exclusions are updated when you run the Calculate segment counts process for an effort.

 

Marketing Record Counts Report

This report shows the to-be-mailed count and source code for each segment, and the total number of records that will be mailed for a marketing effort. If the effort includes a segment exclusion, the report also includes the number of records excluded.

 

Marketing Revenue Report

This report displays the revenue that a marketing effort generates for your organization. You can use the report to display revenue from a single marketing effort or multiple efforts associated with a single appeal or marketing plan.

 

Marketing Schedule Report

This report provides an overview of marketing efforts over a given time period. The report can include both active and inactive marketing efforts, and it uses the schedule date to determine which efforts to include.

 

Marketing Summary Report

This report allows you to view detailed information about all your marketing efforts in a single report.

 

Membership Renewal Effort Report

This report provides details about the response rate to a membership renewal marketing effort. The report includes renewal, upgrade, and downgrade statistics for the effort as a whole and for segments.

 

Removed Member Counts Report

This report lists information about records removed from a marketing effort during the Remove Members process. The report includes the number of records originally in the marketing effort segment, the number of records removed, and the number of records in the updated effort. The number of records removed equals all the valid finder numbers in the UMC file from the vendor.

 

Segmentation Summary Report

This report provides summary information about segments included in a marketing effort and about the selections within the segments. You can run this report for both active and inactive marketing efforts.

 

Segmented House File Counts Report

This report provides the record counts, source codes, and packages for each segment in an imported house file for a marketing effort.

 

Source Analysis Response Report

This report provides detailed information about how source analysis rules perform across marketing efforts for a record source. When you run the Source analysis response report, you choose a selection to view data for.

 

Source Code Performance Report

This report provides detailed information about how source codes perform across marketing efforts. The report includes only marketing efforts that are activated and that use a source code including the selected part. When you click on a segment name, that segment record appears.

 

Unresolved Responses Report

This report provides detailed information about responses from donors who did not receive an offer but gave gifts to an appeal anyway. As long as they are unresolved, the gifts cannot be credited to a marketing effort. The donors were not part of a marketing effort but gave gifts that somehow were associated with the appeal but have no marketing effort IDs. The gifts have only the appeal.

 

Average Gift Comparison Report

This report shows detailed information about your lists, such as response percentage, total revenue, return on investment (ROI).

 

Package Performance Report

You can use the Package performance report to assess the effectiveness of packages. When you group by segment, the report displays how each package performed for the selected segment. When you group by package, the report displays how each selected segment performed for each package.

 

Retention and Attrition Report

This report displays how many members of a segment gave a gift during the year (retention) and how many did not (attrition). Over time, you would want to see the attrition number decline and the retention number increase.

 

White Mail Segment Summary Report

This report includes performance statistics for white mail segments including the number of responders and responses, the total amount given, and the average gift amount. The report also displays the segment’s current status.

 

List Performance Report

This report shows detailed information about your lists, such as response percentage, total revenue, return on investment (ROI).

 

List Profile Report

This report shows detailed information about a list.

List Summary Report– this report shows detailed information about each of your lists.

 


Prospects

Opportunity Pipeline Report

This report helps you track all ask opportunities in your fundraiser pipeline. You can see which opportunities are Accepted, Rejected, Qualified, Unqualified, or Canceled along with the name of the fundraiser responsible for the opportunity.

 

Planned Gift Detail Report

This report helps you track planned gifts in your system. You can filter the report based on the gift status, gift vehicle, and gift date. You can also select which prospects to include in the report and how you want information grouped.

 

Prospect Plan Analysis Report

This report provides details about selected or all plan types in your system. You can base the report on selected prospects or all prospects and filter on a variety of options.

 

Prospect Plan Follow-up Report

This report helps you track planned, pending, or completed steps for selected prospects. You can view steps for a specific plan stage or type, and limit the results to a certain contact method or fundraiser assigned to the step. With this report, you can easily determine the status of all or selected prospect plan steps.

 

Prospect Summary Briefing Report

This report offers a wide range of information options you can choose from and compiles it all into a nice layout, easy to read report that can be printed out for your site visits.  Includes information such as:  biographic data, spouse information, name formats, education, events, recognition credit totals, prospect status, relationships, etc.


 

Revenue

 

Account Distribution Report

This report provides a breakdown by General Ledger accounts of transactions based on the time period selected.

 

Adjusted Revenue Report

This report provides information about the adjustments made to all posted revenue during a specified period of time.

 

Giving Activity Report

This report provides a detailed account of all pledge and recurring gift activity, including payments, installments, and balances due, during the time period you define.

 

Giving Detail Report

This report provides information about constituent giving during a time period you define. The report includes totals of revenue received within the date range for each designation, as well as constituent name and address information.

 

Giving Detail Group/Household Report

This report provides information about group or household member giving during a time period you define. The report includes totals of revenue received within the date range for each designation, as well as constituent name and group/household information. The data included in the report depends on the parameters you select.

 

Lockbox Reconciliation Report

This report allows you to view information about the lockbox batch files processed for a specific date or time period.

 

Giving Dynamics Report

This report provides a comparison of gift revenue activity for two periods of time.

 

Matching Gift Claim Summary Report

This report allows you to view information about a specific set of matching gift claims based on a chosen query selection.

 

Projected Income Report

This report provides information about anticipated revenue from scheduled pledge installments and recurring gift payments.

 

Recognition Credits Report

This report should be used to view recognition credit information for a selected group of revenue or constituents.

 

Reconcile Deposits Report

This report is used for help when reconciling the payments your organization receives to the revenue deposited to your organization’s bank account.

 

Revenue Annual Statement Report

This report provides constituent giving histories for a time period you select. It can include receipt information, including receipts with no receipt amount. This report is useful to send to constituents as an end-of-the-year report so they can review their donations for tax purposes.

 

Revenue by Payment Method Report

This report provides a breakdown of revenue activity by payment method.

 

Revenue Recognition Credits Report

This report allows you to view credit information for a selected group of revenue.