Selection Criteria Tab (Donor Profile Reports Window)

Create a range by entering both Begin and End values. For example, enter 22801 as the Begin ZIP value and 22820 as the End ZIP value to select donors whose ZIP Code falls within (and includes) 22801 and 22820.

You can run reports for a group of donors by entering selection criteria, or you can select donors by ID Number. Click the Retrieve button to retrieve data and open the Report Criteria tab. If you want to run all reports, select the Select All Reports checkbox.

If you want to include Businesses in the report, select the Incl. Deceased Donor checkbox. If you do not select this checkbox, only donors with a Biograph Master row and marked as deceased will be included in the report.

Columns

The following selection criteria are available:

ID Number

 

Additional Reports

Major Solicitor

 

 

Select All Reports

Dev. Solicitor

 

 

Donor Profile Main Report

U-grad/Grad Yr Begin

Class Yr Begin

 

Constituency Code Report

U-grad/Grad Yr End

Class Yr End

 

Matching Gift Companies Report

Begin ZIP

State

 

Donor Relationship Report

End ZIP

Attribute Code

 

Gift Summary Report

Incl. Deceased Donor

 

 

Pledge Master Records Report

Incl. Anonymous Donor

 

 

Gift Transaction Report

 

 

 

Major Potential Donor Report

 

 

 

Donor Attribute Report

 

 

 

Gift Summary By Gift Set Report

 

 

 

Giving Club Summary Report

 

 

 

Donor Notepad Report