The Reports Donor Sub-Menu

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The Reports Donor Sub-Menu

This page lists all of the options on the Reports ⇒ Donor sub-menu. They can also be run by using the Report Browser and drilling down into the DONOR REPORTS.

 

Like almost all other reports, they can be run from an automated reports script. Instructions for the arguments needed to do so from a reports script are included below the description of each report. The Name= argument for each one is always taken from the choices you drill-down through to find that report in the Report Browser.

 

Donation InfoSort by Name: Lists all donors in the current and prior years, with their donation totals and donor categories for each year. Includes all donors, whether or not they have donations in either year. You are prompted for a range of dates to restrict this report to, and optionally a category.
Sort by Amount: Lists only donors in the current and prior years who have given a donation in one of those years, with totals of those donations, sorted by this year's donation totals, in descending order. You are prompted for a range of dates to restrict this report to, and optionally a category.
Sort by Member/Envelope #: Lists all donors in the current and prior years, with their donation totals for each year, in order by Member/Envelope number. (Those with such a number all come before those without one, who are then sorted by name.) Includes all donors, whether or not they have donations in either year. You are prompted for a range of dates to restrict this report to, and optionally a category.
Last 4 Years: Gives totals for each donor for each of the last four years, plus a grand total for each donor for all four years. Only includes donors who have given in at least one of those years. Sorted by Name, but you can use the Sort button to change the sort.
 
Note: Prior to version 3.42 of DONATION, all of these reports omitted any donors that were present in the previous year's donor list but had been deleted from the current year's donor list (or never copied forward to the current year). That has now been corrected, so that they are included. The same applies for the Last 4 Years report - any donor present in any of the last 4 years' donors lists will now be included, if they have any donations in any of those years.
 
For all of these reports, you can drill-down on total fields for donations to see a detail report of the donations that make up that total.
 
To run any of these from an automated reports script, the arguments to RunReport() are:
Name= Donor Reports -> Donation Info -> (then the name of the report as listed above)
Then except for Last 4 Years, that doesn't prompt for anything:
DateRange=, or StartDate= and EndDate= (see here for more details)
Category= (All, or a donation category name)

 

AddressesLists the name, address, phone number and email address of all donors. Although the following fields are not displayed on the report, it can be filtered on any of the two donor category fields, the Groups field, or the six other info fields, or the total amount donated field.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Addresses

 

Addresses by Member/

 Envelope NumberSame as the previous report, but also adds the Member/ Envelope Number, and sorts numerically by it. Although the following fields are not displayed on the report, it can be filtered on any of the two donor category fields, the Groups field, the six other info fields, or the total amount donated field.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Addresses by Member/Envelope Number
 
Contact InformationLists the name, phone number and email address for all donors, or only for donors with donations within a specified range of dates. It can be filtered on any of the two donor category fields, the Groups field, the six other info fields, or the total amount donated field (within any specified range of dates), although none of those fields are printed on the report.
 
To run this from an automated reports script, the arguments to RunReport() are:
Name= Donor Reports -> Contact Information
Recipients= All, or ForDateRange
If Recipients is ForDateRange, include DateRange=, or StartDate= and EndDate= (see here for more details)
 
Customer IDsLists the name, phone number and email address for all donors, along with their Customer IDs, for all Customer IDs entered via the IDs button on the main window, or during imports.
Note: This report only appears on the menu if you have turned on the maintenance and use of Customer IDs by checking the Customer IDs checkbox on the Donor Details tab of Maintenance ⇒ Main Window Options.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Customer IDs

 

Potential DuplicatesLists donor names which may be duplicates of each other, based on a "sounds-like" rule. This should be run periodically to check for donors that may have been entered twice. However, some duplicate entries with spelling errors may not be caught by this report, and it will definitely print names that are not duplicates of each other, but just sound alike.
Warning: Because this report has to compare every donor to every other donor, if you have a lot of donors, this can take a long time to run (many minutes).
If you do find real duplicates with this report, you can merge them with Database ⇒ Merge Duplicate Donors.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Potential Duplicates

 

Actual DuplicatesLists donor names which may be duplicates of each other, based on being exactly the same, except possibly for differences in capitalization. This should be run periodically to check for donors that may have been entered twice. Note: duplicate entries with spelling errors will not be caught by this report.
Warning: Because this report has to compare every donor to every other donor, if you have a lot of donors, this can take a long time to run (many minutes).
If you do find real duplicates with this report, you can merge them with Database ⇒ Merge Duplicate Donors.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Actual Duplicates

 

Duplicate Member/

 Envelope NumbersLists donor names with duplicate Member/Envelope Numbers. While this should not be able to happen, it can happen in some exceptional circumstances, and should be fixed. A message at the bottom of the report explains how to fix any duplicates that are found.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Duplicate Member/Envelope Numbers

 

Mailing LabelsPrints mailing labels for all donors, only for the currently selected donor, or only for donors who have donations within a specified range of dates. See the section on Mailing Labels for details on the types of labels available. You can also select to skip labels for donors with email addresses. It can be filtered on any of the two donor category fields, the Groups field, the six other info fields, or the total amount donated field, although none of those fields are printed on the labels.
 
To run this from an automated reports script, the arguments to RunReport() are:
Name= Donor Reports -> Mailing Labels
Recipients= All, CurrentDonor or ForDateRange
If Recipients is ForDateRange, include DateRange=, or StartDate= and EndDate= (see here for more details)
SkipDonorsWithEmail= Y or N
Size= 2up or 3up (2up is the 4" x 1" labels, 3up is the 2.625" x 1" labels)

 

Mailing Labels with

 Member/

 Envelope # Prints mailing labels for all donors, only for the currently selected donor, or only for donors who have donations within a specified range of dates, with the Member/Envelope # included on the top line with the name. Only available in 4" x 1" labels. See the section on Mailing Labels for details on this type of label. You can also select to skip labels for donors with email addresses. It can be filtered on any of the two donor category fields, the Groups field, the six other info fields, or the total amount donated field, although none of those fields are printed on the labels.
 
To run this from an automated reports script, the arguments to RunReport() are:
Name= Donor Reports -> Mailing Labels with Member/Envelope #
The other arguments are as for Mailing Labels above, except omitting the Size argument (they are always 2up).

 

Envelope Box LabelsPrints labels for all donors, with just "Envelope # ..." (the actual number instead of "...") and the name. These can be put onto the box of envelopes for that donor. Only available in 4" x 1" labels. See the section on Mailing Labels for details on this type of label.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Envelope Box Labels
 
EnvelopesPrints donors' names and addresses on standard #10 envelopes, for all donors, only for the currently selected donor, or only for donors who have donations within a specified range of dates. See the section on Envelopes for further details. You can also select to skip envelopes for donors with email addresses. It can be filtered on any of the two donor category fields, or the six other info fields, or the total amount donated field, although none of those fields are printed on the labels.
 
To run this from an automated reports script, the arguments to RunReport() are:
Name= Donor Reports -> Envelopes
Recipients= All, CurrentDonor or ForDateRange
If Recipients is ForDateRange, include DateRange=, or StartDate= and EndDate= (see here for more details)
SkipDonorsWithEmail= Y or N
IncludeOrganizationNameAddress= Y or N
IncludeLogo= Y or N

 

 

Category 1 TotalsLists the donation amounts totalled by Donor Category 1 and subtotalled by Category 2.
The name of this report can change, if you have changed the name of the donor Category 1 field, with an entry on the Donor Details tab of the Maintenance ⇒ Main Window Options window. For instance, if you change it to "Membership", the name of this report becomes "Membership (Category 1) Totals".
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> (then the displayed name of the report, as explained above)

 

Category 2 TotalsLists the donation amounts totalled by Donor Category 2 and subtotalled by Category 1.
The name of this report can change, if you have changed the name of the donor Category 2 field, with an entry on the Donor Details tab of the Maintenance ⇒ Main Window Options window. For instance, if you change it to "Marital Status", the name of this report becomes "Marital Status (Category 2) Totals".
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> (then the displayed name of the report, as explained above)

 

Old DonorsLists donors that are present in this year or last year's list of donors that have not donated in either year, but did donate in previous years, with the date of their last donation and the total amount they have ever given.
Note: If you have deleted old years' data with the Database ⇒ Delete Old Data menu option, that old data will be gone, and thus will not be included in the past years' total that is in this report. Also, donors that were present in the donor list 2 or more years ago, but have been deleted from (or never copied forward to) this year's and last year's donor lists, will not be included in the report.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Old Donors

 

Non DonorsLists donors that are present in this year's list of donors that have never donated, with the number of years they have been in the DONATION database.
Note: If you have deleted old years' data with the Database ⇒ Delete Old Data menu option, that old data will be gone, and thus will not be included in the count of years that donors have been in the system that is in this report. Also, donors that were present in the donor list in previous years, but have been deleted from (or never copied forward to) this year's donor list, will not be included in the report.
Sorted on the number of years the donors have been in the system, descending, then the name.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Non Donors

 

Charity DonorsLists donors that have their Charitable # field filled in (i.e. ones that are themselves charities), with their Charitable # and total givings for the year.
 
To run this from an automated reports script, the sole argument to RunReport() is:
Name= Donor Reports -> Charity Donors

 


This topic was last edited on Jun 23, 2021