How to interpret a Donor Revenue report

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Paramaters

 
   
Parameter Name
Description
Example
Notes
 
Date Selection Type Dropdown selection of the date type to use to run the report.

Transaction Post Date

Date Entered

Transaction Post Date is based on the date the donor receives credit for the donation.

Date entered is based on the date the Gift Processing team entered the gift into the system.

This should only be the intial entry of the gift, not any adjustments made to the original gift.

Begin Date The first date to pull into the report 01/01/2014 The dates selected can not be longer than 365 days.
End Date The last date to pull into the report 12/31/2014  
Minimum Gift Amount The smallest gift amount to be included $25.00 Any gift less than $25 should not appear on the report
Maximum Gift Amount The largest gift amount to be included $1,000.00 Any gift larger than $1,000.00 should not appear on the report, including $1,000.01

Constituent Type

The type of constituent record to include

All

Organization

Individuals

 
Exclude Tribute Gifts When selected, the report should not contain gifts associated with a tribute

in memory of

in honor of

in celebration of

pet memorial

in support of

These gifts are made by a constituent who would like to recognize an individual, organization or pet

Report Details & Excel File:

Field Name
Description
Example
Notes
Constituent ID Unique identifier for an individual or organization in ABE CRM 8-10000214  
Constituent Last Name Individual or Organization's Name

Smith

Fidelity Investments

 

Constituent First Name

  Mary  
Constituent Middle Name   Jessica or J  

Constituent Alumni?

This field looks at the Education information on the Constituent and indicates if they are an alum or not Yes/No It is based on the Alumni flag in the DW
Spouse ID Unique identifier for the individual identified as the spouse of the constituent 8-10000023  
Spouse Last Name Unique identifier for the individual identified as the spouse of the constituent 8-10000023  
Spouse First Name   Thomas  
Spouse Middle Name   Richard  
Spouse Alumni? This field looks at the Education information on the Spouse and indicates if they are an alum or not Yes/No It is based on the Alumni flag in the DW
Fund Number Nine digit number associated with the fund the gift was made to 112123455  
Fund Name Full name of the fund associated with the fund number Department of Mathematics Annual Fund  
Gift Amount Full amount of the gift $1,000.00

This amount currently includes taxable and non-taxable values if the gift has any goods and services associated with it.

Transaction Date Date associated with the gift that shows when the donor received credit for the gift. 12/31/2014  
Revenue Transaction ID Unique identifier on a transaction in the Revenue module in ABE CRM

pre-ABE: 3351249

ABE: rev-13454115

 
Tribute Indicates a gift made to honor an individual, occassion or pet

In memory of Joe Smith, $25

Pet Memorial, $50

There can be multiple tributes associated with a single gift. They are separated by a comma in a single field.
Matching Gift Indicates if a gift is associated with a Matching Gift Claim. Yes/No

See Report Glossary for definition of Matching Gift Claim.

Recognition credit is "Matching Company" for the Corporation and "Soft" for the individual who initiated the matching gift.

The information for each recognition credit appears on separate lines in the report.

Appeal Identifies the marketing appeal associated with the gift Share the Wonderful  
Payment Channel Identifies the source of the gift BBMS, Lockbox 807 Speak with our gift processing department for a full list of Payment Channels
Pledge Type Identifies the type of pledge associated with the gift Telefund Pledge, Fixed Term Pledge  
Additional Information Converted free text field from Strategy in honor of Dr. Paul Harari

The information in this field varies from special instructions, tribute information, event information, gift transfer information and various other notes.

No ABE gifts are using this field.

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