Grand Total Donations

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 :

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:

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.”