Report Tag Archive

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.

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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

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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.

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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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Report Hightlight: Daily Status Report

The Daily Status Report was written originally for e-Pledge Administrators / e-Pledge Coordinators - the simple layout and format is great for internal staff also.

The report summarizes gifts on a daily basis. It shows total gifts entered on each day and up to that day.

This report includes employee pledges only and can be ordered to include batch employee gifts. It excludes: Individual gifts & Corporate gifts.

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Report Highlight: Bio Tab Report

The Bio Tab Report will print the contents of a custom Bio Tab in PDF format for one or more accounts. The Dashboard Report will print the contents of a Dashboard in PDF format. Users are able to choose the look of the report and modify the look by selecting a style sheet from our library or create your own. * This is for MIG customers only.

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