|Date Selection Type||Dropdown selection of the date type to use to run the report.||
Transaction Post Date
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|
|The type of constituent record to include||
|Exclude Tribute Gifts||When selected, the report should not contain gifts associated with a tribute||
in memory of
in honor of
in celebration of
in support of
|These gifts are made by a constituent who would like to recognize an individual, organization or pet|
|Exclude Matching Gifts||When selected, the report should not contain gifts associated with a Matching Gift Claim||Recognition Credit of "Matching Company"||The exclusion includes the organization with the Matching Gift Claim and "Matching Company" recognition and the individual with soft credti for the same Revenue Transaction ID.|
Report details and Excel file
|Revenue Transaction ID||Unique identifier on a transaction in the Revenue module in ABE CRM||
|Constituent ID||Unique identifier for an individual or organization in ABE CRM||8-10000214|
|Constituent Last Name||Individual or Organization's Name||
|Constituent First Name||Mary|
|Constituent Middle Name||Jessica or J|
|Spouse ID||Unique identifier for the individual identified as the spouse of the constituent||8-10000023|
|Spouse Last Name||Individual's Name||Smith|
|Spouse First Name||Thomas|
|Spouse Middle Name||Richard|
|Recognition Credit Type||Displays the type of recognition associated with the gift||Self, Spouse, Soft||
See KB Article: ABE Training Revenue and Recognition
There can be multiple recognition types for a single Revenue Transaction ID.
Only Self, Spouse should appear on the same line of the report.
|Addressee||Name format used on the envelope||Badger Aquatics Club Inc|
|Salutation||Name format used on the merge letter||Mr. Bauer|
|Address1||First line of the primary address|
|Address2||Second line of the primary address, if it exists in the system|
|Address3||Third line of the primary address, if it exists in the system|
|Address4||Fourth line of the primary address, if it exists in the system|
|Address5||Fifth line of the primary address, if it exists in the system|
|Phone||Primary phone number||Home or business appear only if they do not have a "do not call" flag on their record. Solicit codes are not considered.|
|Primary email address||Home or business appear only if they do not have a "do not email" flag on their record. Solicit codes are not considered.|
|Spouse Email||Primary email address of the spouse||Home or business appear only if they do not have a "do not email" flag on their record. Solicit codes are not considered.|
|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|
|Department||Full name of the Department the fund is held in||Mathematics|
|Unit||Full name of the Unit the fund is held in||Letters and Science|
|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.
See DW-864 - RevenueBenefit Mart : Pstg CLOSED for upcoming changes to the DW
|Transaction Date||Date associated with the gift that shows when the donor received credit for the gift.||12/31/2014|
|Date Entered||Date associated with the gift that indicates when the gift processing team created the revenue transaction in ABE CRM||1/15/2015||Transaction date and date entered can be the same or different depending on the gap between receiving the gift and entering it into the system.|
|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.
|First Gift to Fund||Indicates if a gift is the first gift to the fund||Yes/No||
On Self, Spouse gifts, the field will only display "Yes" if it is the first gift for both constituents.
Calculated field in Data Warehouse
|First Gift to Department||Indicates if a gift is the first gift to the department||Yes/No||On Self, Spouse gifts, the field will only display "Yes" if it is the first gift for both constituents.|
|First Gift to Unit||Indicates if a gift is the first gift to the unit||Yes/No||On Self, Spouse gifts, the field will only display "Yes" if it is the first gift for both constituents.|
|First Gift to WFAA||Indicates if a gift is the first gift to WFAA||Yes/No|
|Development Director||Indicates if a Development Director is linked to the Fund, Department or Unit School||Maureen Dembski||The information is pulled in from Report Code 1 on the Purpose of a fund|
|Identifies the marketing appeal associated with the gift||Share the Wonderful||
|Payment Channel||Identifies the source of the gift||BBMS, Lockbox 807|
|Pledge Type||Identifies the type of pledge associated with the gift||Telefund Pledge, Fixed Term Pledge|
|Pledge Fulfilled||A calculated field for gifts associated with a pledge that indicates the donation brought the pledge balance to $0||Yes/No||"Yes" will only appear on pledges brought to $0 by a donation. If the last transaction on a pledge is a write-off, it will not appear on the report.|
|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.
|Payment Notes||Trimmed to 100 characters.|
|Recognition Notes||Trimmed to 100 characters.|
|Tribute Notes||Trimmed to 100 characters.|
|Degree Year||Primary degree graduation year||1987||This does not include certificates|
|School College||Primary School or College the degree was earned||Letters and Science||This does not include certificates|
|Degree Major||Primary major earned||English||This does not include certificates|
|Degree Type||Primary type of degree earned||Bachelor of Science, Masters||This does not include certificates|
|UW Degrees||List of all degrees earned at UW-Madison||This includes all degrees, comma delimited|
|Spouse Degree Year||See above||Only populated if gift is Self, Spouse|
|Spouse School Collge||See above||Only populated if gift is Self, Spouse|
|Spouse Degree Major||See above||Only populated if gift is Self, Spouse|
|Spouse Degree Type||See above||Only populated if gift is Self, Spouse|
|Spouse UW Degrees||See above||Only populated if gift is Self, Spouse|