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Advancement Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: ANNUAL_GIVING

Description Contains giving history for all donors on a per fiscal year basis for any years in which donations were received or promised. Includes total number of gifts and pledges, total giving amounts, pledge payments received, highest gift amount, total matching gifts, gift society counts and more.
Key & Frequency One row per entity per fiscal year.
Recommended Search Columns ENTITY_UID
ENTITY_UID, FISCAL_YEAR
ENTITY_UID, ENTITY_IND
ENTITY_IND

Target Column Business Definition Database Data Type Source Name Source Column
ADMINISTRATIVE_GROUP Organization-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

ENTITY_IND Indicates whether the entity is a person or an organization. VARCHAR2(1)

CONSTANT

'O'

'P'

ENTITY_UID System generated, unique, internal identification number assigned to this person or organization entity. NUMBER

AGRPMEM

APRCHIS

AGRPMEM_MEMO_PIDM

APRCHIS_PIDM

FISCAL_YEAR Unique identifier or code for the fiscal year. NUMBER

ATVFISC

ATVFISC_CODE

FISCAL_YEAR_DESC Fiscal year code description. VARCHAR2(255)

ATVFISC

ATVFISC_DESC

GIFT_SOCIETY_COUNT Count of gift societies. NUMBER

FUNCTION

MAKFUNC.F_COUNT_GIFT_SOCIETY

HIGHEST_GIFT_AMOUNT Highest gift amount for the year. NUMBER

FUNCTION

AOKODSF.F_GET_HIGH_GIFT_AMOUNT_YEAR

HIGHEST_GIFT_AMOUNT_DATE Date of the highest gift amount for the year. DATE

FUNCTION

AOKODSF.F_GET_HIGH_GIFT_AMOUNT_YEAR

HIGHEST_PLEDGE_AMOUNT Highest pledge amount for the year. NUMBER

FUNCTION

AOKODSF.F_GET_HIGH_PLEDGE_AMOUNT_YEAR

ID Person's or organization's current identification number. VARCHAR2(63)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied. VARCHAR2(63)

NA

NA

MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied. VARCHAR2(255)

NA

NA

NAME Name of the person (last name, first name, middle initial) or organization. VARCHAR2(255)

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined. VARCHAR2(255)

NA

NA

TOTAL_ANT_MATCH_GIFT_ONE_PAY Total anticipated matching gifts for one-time payments or outright gifts received for the year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_ANT_MAT_GIFT_ONE_PAY

TOTAL_ANT_MATCH_GIFT_PAY Total anticipated matching gifts for pledge payments received for the year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_ANT_MAT_GIFT_PAY

TOTAL_GIVING Total giving for the year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_GIVING_YEAR

TOTAL_NON_MATCH_GIFT_MEMO Total non-matching gift memo or soft credit received for the year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_NON_MAT_GIFT_MEMO

TOTAL_NUMBER_OF_GIFTS Number of gifts for year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_NUMBER_GIFT_YEAR

TOTAL_NUMBER_OF_PLEDGES Total number of pledges for the year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_NUMBER_PLEDGE_YEAR

TOTAL_PLEDGE_AMOUNT Total pledged amount for year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_PLEDGED_AMOUNT_YEAR

TOTAL_PLEDGE_PAYMENTS Total pledge payments for year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_PLEDGE_PAYMENT_YEAR

TOTAL_REAL_MATCH_GIFT_ONE_PAY Total realized matching gifts for one-time payments or outright gifts received for the year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_RLZ_MAT_GIFT_ONE_PAY

TOTAL_REAL_MATCH_GIFT_PAY Total realized matching gifts for pledge payments received for the year. NUMBER

FUNCTION

AOKODSF.F_GET_TOT_RLZ_MAT_GIFT_PAY



Ver: 8.0