This report retrieves all the donations recorded for a facility based on a date range and any additional parameters entered. There is an option to print the report in Summary form or Detail form.
Report Parameters Screen
o Facility – Allows user to select one or more facilities. Includes all donations recorded for the selected facility(s).
o State – Allows user to select one or more states. Includes all donations recorded for all facilities whose address are in the selected state(s).
o Default: No Default
o *Required: Yes
o Summary – Allows user to generate a Summary Report
o Detail – Allows user to generate a Detail report followed by a Summary Page
§ Default: None
§ *Required: Yes
o Default: None
o *Required: Yes
o Default: Current Date
o *Required: Yes
o Individual - Default
o Organization - Default
o Anonymous
§ Default: None
§ *Required: Yes if Legacy Donor Type not selected
o Organization & Individual
o Other Groups & Individual
o Other Groups
§ Default: None
§ *Required: Yes if Donor Type not selected
o Cash
o Check
o Credit Card
o E-Donation
o Activity
o Item
§ Default: None
§ *Required: Yes
o Required: No
o Required: No
Report Header
o Report Name: Grand Total of Donations – Detail
o Report Name: Grand Total of Donations – Summary
The report header appears at the top of each page. The VA logo only appears on the first page.
Facility Header
Report Type = Summary
o The Summary report contains one page for each selected facility.
o The Report appears in Facility Name order.
o The Report Header displays at the top of each page
o The Facility Header follows the Report Header.
o Cash: [total of all donations for Donation Type = Cash]
o Check: [total of all donations with Donation Type = Check]
o Credit Card: [total of all donations with Donation Type = Credit Card]
o E-Donation: [total of all donations with Donation Type = E-Donation]
§ Total Monetary Donations: [total of all monetary donations]
o Activity: [total of all donations for Donation Type = Activity]
o Item: [total of all donations with Donation Type = Item]
§ Total Non-Monetary Donations: [total of all non-monetary donations]
o Total All Donations: [total of all donations]
Report Type = Detail
o Each detail row in the Detail report displays the following information
o To save space on the report; Use the Donor Type keys of :
A– Anonymous
I – Individual
O – Organization
G – Other Groups
OI- Organization and Individual
GO – Other Groups and Individual
o [If Donor Type = Individual/ Organization and Individual/ Other Group and Individual; this is the individual on the donation.]
o [If Donor Type = Organization; this is the organization/local branch on the donation.]
o [If Donor Type =Anonymous; it reads “Anonymous”]
o [If Donor Type = Individual; this is the organization affiliated with the organization if one is present.]
o [If Donor Type = Organization and Individual; this is the organization on the donation]
o [If Donor Type = Other Group and Individual; this is the other group on the donation]
o Otherwise - blank
o To save space on the report; use the Donation Type keys of:
C- Cash
CC – Credit Card
CH – Check
E – E-Donations
A – Activity
I - Item
o The report is sorted alphabetically by Donor Name.
o The Summary report follows the Detail Report for each facility.
o The report run date and time is printed at the bottom of each page.
o The page X of X is printed at the bottom of each page.
o If there is no data for the parameters entered, the report header displays, followed by a “No Records Returned for this Date Range.”