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Report Images - Version 4
The links provided here display graphics images of the main
reports included in the database.
All report images are provided as PNG files with file sizes less
than 40Kb.
This area of the web page is still being edited. Some
reports are not yet represented on this web page.
contact
grant
help message
outreach
party
payment
person
team
These reports are accessed from the
contact selection display
form. The set
of records currently displayed in that form will be represented.
- Contact Party Report
- For each contact, lists involved parties
-
Contact Staff Focus Area Report
- Lists each staff
member involved in any contact. For each staff member,
contacts are represented by focus area.
-
Contact Staff Party Report
- Lists contacts for each staff member together with involved
parties
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Grants
These reports are accessed from the
grant selection display
form. The set
of records currently displayed in that form will be represented.
- Grant Deliverable Milestone Report
-
- Grant Deliverable Outreach Report
-
- Grant Deliverable Response Report
-
- Grant Description Report
-
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Help Messages
These reports are accessed from the
help message selection display
form. The set
of records currently displayed in that form will be represented.
These reports are designed to focus on representation of help message
records
- Help Message Report
-
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Outreaches
These reports are accessed from the
outreach selection display
form. The set
of records currently displayed in that form will be represented.
-
Outreach Appeal Crosstab Count Report
- Generates a spreadsheet-style display indicating the number of times
each
appeal
code was used.
- Rows are used to represent each
appeal
code
- Total counts are presented in columns representing months.
- Up to 12 months are represented starting at
the earliest month represented in the record selection
-
Outreach Appeal Response Payment Summary Report
-
-
Outreach Effectiveness Report
-
- Outreach Expense Report
-
- Outreach Expense Summary Report
-
-
Outreach Method Crosstab Count Report
- Generates a spreadsheet-style display indicating the number of times
each
method
code was used.
- Rows represent
response
codes
- Total counts are presented in columns representing months.
- Up to 12 months are represented starting at
the earliest month represented in the record selection
- Outreach Method Report
-
- Outreach Party Report
-
-
Outreach Payment Method Summary Report
-
-
Outreach Payment Schedule Summary Report
- For every selected outreach, lists all related payment schedules
together with summary data
-
Outreach Response Crosstab Count Report
- Generates a spreadsheet-style display indicating the total quantity
for each
response
code.
- Rows represent
response
codes
- Total counts are presented in columns representing months.
(Displays 100
if two outreaches each have
qty 50
entered for the same month)
- Up to 12 months are represented starting at
the earliest month represented in the record selection
- Outreach Response Report
-
-
Primary Focus Outreach Report
-
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Parties
A Party
can be an individual, a family, an organization,
a business, a foundation, or an agency, etc. Here are some questions
that help present an understanding of the way the term party
is used:
- Which
parties
made donations in March 2004?
- Which
parties
receieved the April 2005 newsletter?
- Which
parties
were involved in the June 10
evening meeting?
These reports are accessed from the
party selection display
form. The set
of records currently displayed in that form will be represented.
-
Party Call List Primary Number Report
- Provides information needed to support a phone call to selected parties
- checkboxes for common responses
- and a small area for handwritten notes on a printed copy
of this report
-
Party Call List Primary Number Report - Related Parties
- Provides information needed to support a phone call to selected parties
- checkboxes for common responses
- and a small area for handwritten notes on a printed copy
of this report
- lists parties related through common party members
-
Party Contact History Report
- Designed to support telephone calls to existing or potential major donors
- Each party listed on separate page
- Lists all party members
- Lists all phone number
- Lists full history of direct contacts with party
- Party Count Report
-
- Party Email Export Report
- Designed to support export of data needed for bulk email communications
by exporting data to a MS-Excel file.
- No effort is made to eliminate location addresses set as
primary
=no
,
so multiple addresses may be represented for a single party.
- Popup form allows user to
-
Party Email Location Phone Report
- Designed to provide nearly all information about how to reach a party.
One page per party. All email addresses, phones, locations are
represented.
- Party Group Member Report
-
- Party Location Export Report
- Designed to support export of data needed for bulk surface mail communications
by exporting data to a MS-Excel file.
- No effort is made to eliminate location addresses set as
primary
=no
,
so multiple addresses may be represented for a single party.
- Popup form allows user to
- Party Location Report
-
- Party Outreach Report
-
-
Party Payment History Call Report
- Designed to support telephone calls to existing or potential major donors
- Each party listed on separate page
- Lists all party members
- Lists all phone number
- Lists full payment history
- Provides labelled spaces for caller name, notes, etc
-
Party Payment History Report
- Designed to support telephone calls to existing or potential major donors
- Each party listed on separate page
- Lists all party members
- Lists all phone number
- Lists full payment history
-
Party Payment Product Contact History Report
- Designed to support telephone calls to existing or potential major donors
- Each party listed on separate page
- Lists all party members
- Lists all phone number
- Lists full payment history
- Lists full history of direct contacts with party
-
Party Payment Product History Report
- Designed to support telephone calls to existing or potential major donors
- Each party listed on separate page
- Lists all party members
- Lists all phone number
- Lists full payment product history
-
Party Person Count Report
-
-
Party Primary Email Export Outreach Report
- Designed to support export of data needed for bulk email communications
by exporting data to a MS-Excel file.
- To prevent duplicate communications, only the designated
primary
location address is included
- Popup form allows user to
- export
- cancel operation
- export records and store database records indicating
these parties were targeted by a specified outreach
-
Party Primary Location Export Outreach Report
- Designed to support export of data needed for bulk surface mail communications
by exporting data to a MS-Excel file.
- To prevent duplicate communications, only the designated
primary
location address is included
- Popup form allows user to
- export
- cancel operation
- export records and store database records indicating
these parties were targeted by a specified outreach
-
Party Primary Location Labels Avery 5160 Report
- Designed to support printing of Avery 5160 mailing labels.
- To prevent duplicate communications, only the designated
primary
location address is included
- Popup form allows user to
- print labels
- cancel operation
- print labels and store database records indicating
parties were targeted by a specified outreach
-
Party Primary Location Labels Avery 5162 Report
- Like previous report, but designed to support Avery 5162 labels
-
Party Primary Location Labels Avery 5164 Report
- Like previous report, but designed to support Avery 5164 labels
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Payment
These reports are accessed from the
payment selection display
form. The set
of records currently displayed in that form will be represented.
-
Donation Fund Income Category Report
-
Payment FY Effectiveness Crosstab Report
- Generates a spreadsheet-style display summarizing effectiveness of
fundraising efforts over different years
- Rows represent unique combintations of
party sector
(like public
, private
)
and party type
(like individual
, family
,
organization
) of payerss
- Columns represent summaries of 1st year represented
in selected records, with similar summaries of later years
-
Payment FY Revenue Comparison Report
- Generates a spreadsheet-style display comparing fundraising revenue over
different fiscal years
- Rows represent unique combinations of
party sector
(typical values: public
, private
)
and party type
(typical values: individual
, family
,
organization
) of payers
- Columns represent summaries of the 1st year represented
in selected records, and as many following years as can be
displayed on a single page
- Payment Outreach Report
-
- Payment Party Fund Payment Report
-
-
Payment Party Fund Payment Summary Report
-
-
Payment Party Primary Location Export Outreach Report
- Designed to support export of data needed for bulk surface mail communications
by exporting data to a MS-Excel file. For each selected payment,
includes related party/address information.
- To prevent duplicate communications, only the designated
primary
location address is included
- Popup form allows user to
- export
- cancel operation
- export records and store database records indicating
these parties were targeted by a specified outreach
-
Payment Primary Party Member Report
-
-
Payment Product Category Summary Report
-
-
Payment Product Payer Report
- For all products encountered in selected records, lists
products and the names of parties purchasing the product
- Payment Product Report
-
-
Payment Product Monthly Summary Report
-
-
Payment Product Summary Report
-
-
Payment Product Yearly Summary Report
-
- Payment Report
- Provides a concise representation of all selected payments
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Persons
These reports are accessed from the
person selection display
form. The set
of records currently displayed in that form will be represented.
No reports yet defined in this subject area
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Teams
These reports are accessed from the
team selection display
form. The set
of records currently displayed in that form will be represented.
-
Team Member Primary Location Export Outreach Report
- Designed to support export of data needed for bulk email communications
by exporting data to a MS-Excel file.
- To prevent duplicate communications, only the designated
primary
location address is included
- Popup form allows user to
- export
- cancel operation
- export records and store database records indicating
these parties were targeted by a specified outreach
- Team Membership Report
-
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Last modified: 14:19:55 23-Jan-2009