Contents x
    Trends and Analysis Reports
    • 08 Aug 2023
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

    Trends and Analysis Reports

    • Updated on 08 Aug 2023
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article summary

     


    Trends and Analysis Reports

    Menu Option

    Function

    Donors

    Runs a report that analyzes Gifts based on the Donor code you specify. For example, you could run a report that provides the number and total amount of Gifts for each Donor Class code.

    Gifts

    Runs a report that analyzes Gifts based on the Gift code you specify. For example, you could run a report that provides the number and total amount of Gifts with a specified Purpose code.

    Donor Promises

    Runs a report that analyzes Promises based on the analysis code you specify. For example, you could run a report that provides the number and total amount of Promises that have a specified Type code.

    Full Development Status Report

    Runs a report that analyzes Gift totals for four optional time frames (monthly, quarterly, or yearly) based on the Gift codes and the recipient Fund Type and Sub Type. You can also add a summary section to the report, which includes grand totals.

    Unposted Gifts

    Runs a report that analyzes unposted Gifts based on the analysis code you specify. For example, you could run a report that provides the number and total amount of Gifts with a specified Purpose code.

     

    Was this article helpful?
    What's Next