Report Tag Archive

Save and Reuse Report Submission Parameters

What's the one currency no one can ever earn back?

Time.

We may not be able to help you travel back in time (yet), but we can help you be more efficient so that you invest less time into tasks that you do within Andar/360.

Try this: When exporting reports, save and re-use report submission parameters. Doing this can big a big time saver if you either run the same report multiple times or like to run variations of the same reports based upon a different set of report parameters.

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Strategize Your Next Move and Use Churn Analysis to Help You

Analyzing historical data and donor trends will help you better prepare for your future campaign strategy. With Andar, you can run the Leadership by Individual or the Leadership by Organization report, and select all accounts, those in a structure node, or those in a warehouse. You can analyze up to 20 years of giving and also choose specific leadership levels to review!

Each constituent in the report will be flagged with various codes to identify whether their gift was increasing, flat, decreasing, recovered, renewed, lapsed, or new. Andar can do this for the personal gift, their combined gift, as well as the RUM portion of their gift.

Andar will analyze churn for each leadership level independently as well as non-leadership level constituents and again for RUM dollars specifically. For each group, the report will contain:

Number of givers - the number of accounts in this group.
Number of increased givers - the number of accounts in this group who gave less in the prior year than the given year.
Number of decrease givers - the number of accounts in this group who gave less in the given year than in the prior year.
Number of flat givers - the number of accounts in this group who gave the same in the given year and the prior year.
Number of recovered givers - the number of accounts in this group who gave in the given year but didn’t in the prior year but gave in some year before that. In other words, those who restarted giving after having stopped.
Number of renewed givers - the number of accounts in this group who gave the current year and also gave the year before.
Number of lapsed givers - the number of accounts in this group who didn’t give in the current year but gave the year before.
Number of new givers - the number of accounts in this group who have never given before.
Number of renewed leaders - the number of accounts at this leadership level who have also given in the prior year at the same leadership level.
Number of lapsed leaders - the number of accounts at this leadership level who have not given at the same leadership level in the current year but did the year before.
Number of new leaders - the number of accounts at this leadership level who either didn’t give the year before or gave at any other lower or higher leadership level or gave at a non-leadership level.
RUM dollar - the total giving of Resource Under Management (RUM) from accounts at this leadership level.
Number of RUM givers - the number of accounts whose RUM gift total falls within this leadership level.
(Note that a constituent may be counted in more than one category.)

That's a lot of data right there! Read more about Leadership by Individual and Leadership by Organization by logging into Customer Support.

What's the Difference Between a "Relative" Year and a "Four-Digit" Year When Creating Reports?

Whether you're creating a Campaign Report, a Finance Report, or a Community Building Report, you can choose one of the "relative" year options from the Year drop-down list. Every time you run this report, Andar will look at your system preferences to determine what year's data to include in the report results.

On the other hand, if you type a specific "4-digit" year into the Year field on the report submission screen (especially on a Community Building Report), the saved report will always run for that specific year — regardless of the year that's identified in your system preferences.

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Issuing Tax Receipts for Donations

Receipts for donations made to a fundraising organization can be processed and issued within Andar.

If you don't have the MIG module, Andar will produce a CSV file that you can download and mail-merge into a word processor document with pre-defined letter templates.

If you're licensed for Major Gift, Andar can do the mail merge automatically and produce receipts in PDF format. You can create different Receipt templates, tell Andar which template to use when generating Receipts in PDF format, and email them out to donors.

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Tax Receipts Season is Here!

When it's time to file taxes, it no secret that your donors can benefit from the tax receipts that you issue them. There are many intricacies to issuing a tax receipt. For instance, it's important to know the difference between a Payer Account and Tax Receipt Account.

A Payer Account is the account that pays for the pledge — this can be different from the account that makes the pledge. A Tax Receipt Account is the account that will be receipted for the donation. Read more details on these definitions and also find out how to pull Payer and Receipt Accounts reports.

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Create Individual Giving Reports

Obtain a detailed list of transactions from a group of individuals by running an Individual Giving Report which you can export in Summary form or Detailed form. What's great about these reports is that only individuals that have a transaction in the system will be included. Click on the link below to learn how to pull these reports with a few easy steps.

Give It a Try

Release Amount ? Always set to Yes!

Regardless of whether Release Name is Yes or No, you should ALWAYS release the Amount.

There was a time when Andar had just one Release Flag. We expanded to four – Release Name, Release Address, Release e-Mail, Release Amount – because these specific questions were asked in the CFC Campaign.

If you set Release Amount to No, you will run into trouble on the Acknowledgment to Agencies and Payee by Organization Reports. (These reports were not used in a CFC Campaign.) You may have a State or other campaign where you don’t use these reports either and it would be OK to not release the amount -- but generally speaking, Release Amount = Yes!

If you have already entered pledges for the current year where Release Amount = No, you can use Andar Connector to mass update the flags.

Here is the link to our Help on this topic: Updating Release flags on transactions.

Report Highlight: Account Profile Report

Take a look at the Account Profile Report, it's similar to the Campaign Profile Report, but provides more details. In it you can see an organization's contacts, campaign structures it is assigned to, the account's giving information in the past five years, the number of leaders and leadership amounts in the past five years, Manager/Managed By information, as well as Techniques, and Awards. Data is broken down by campaign, leadership level, and Check-off Account.

Andar Main Menu > General > General Reports > Account Profile Report

Sample

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Report Highlight: Customize the Columns

Would you like to customize the data, columns, or labels in Andar/360 reports? Did you know you could?

The Campaign Monitoring Report, Transaction Register Report, and Extract Table Reports allow this through the "Columns tab". This tab allows you to choose which columns to appear in the report and to customize the report layout. Your column selections will affect the output in both the PDF format and the CSV format.

CustomColumn

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Report Highlight: Save Report Submission Parameters

 Did you know? Do you? Save the report submission parameters for future re-use.

  1. Open the report of your choice.
  2. Make selections on the various tabs.
  3. Press Save in the lower right corner.
  4. Name your report, add a description if desired and press Save.

To run a report using the saved parameters in the future, select the saved report name from the Saved Parameters drop down at the top left of the report window and press Submit. Also, consider placing the report on your dashboard for even fewer clicks.

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