The Columnar Report allows you to customize your own report by specifying the columns and information to be included in those columns.
This Section Includes:
ØColumnar Report Information Grid
ØColumnarReports Information Update
You have access to the following Filters:
•Columnar Report Name: This is the name of the campaign.
•Column Type to Include?:
Show All Types
Purposes
Motivations
Medias
Column Headings
Projects
Click the Search button to display results or the Clear Filters link to reset all filters.
Columnar Report Setup Information Grid
The Columnar Reports Information grid contains the following columns for each report:
•Column Type:
•Name:
•Last Run By:
•Last Run:
Click the Edit icon or double-click any donor in the grid to edit their record. You can also click the Add New Campaigns link to add a new campaign (More Information).
Columnar Report Setup Information Update
Type the Name of the report.
•Include Gifts Received as SubDonot?:
•Print Name?:
•Print Address:
•Print City, State and Postal Code?:
•Print Social Security Number?:
•Print Record ID?:
•Print Envelope Number?:
•Print Area?:
•Print Region?:
•Print District?:
•Print Blank Line Between Records?:
•Column Type to Include:
•Currency Format:
Type the Column Heading A description.
•Calculation Formula:
•Select All, Deselect All or Select Individually:
•Giving or Pledge:
•Beginning Date to date:
•Ending Date to date:
Type the Column Heading B description.
•Calculation Formula:
•Select All, Deselect All or Select Individually:
•Giving or Pledge:
•Beginning Date to date:
•Ending Date to date:
Page Break on first sort field?
Available Options: Either Click and Drag or click the arrows to move options to or from the Available Options or Selected Options panel.
•City:
•State:
•Alternate ID:
•Envelope Number:
•Area:
•Region:
•District:
When finished click the Update button to save any information that has been added or changed, the Reset resets the page back to how it was before any changes were made to it, or the Cancel link to to leave the page without saving any changes and return to the previous page you were on.