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Advancement Reporting View Meta Data Reports

Target Reports:

Reporting ViewDescriptionKey & FrequencyRecommended Search Columns
ADVANCEMENT_RATING
Contains detail information for all internal and external ratings associated with a constituent or identified prospect.One row per entity per rating type per rating.ENTITY_UID
ADVANCEMENT_RATING_SLOT
Uses data from the ADVANCEMENT_RATING reporting view. Displays up to 3 sets of values based on the defined display rule(s) with an internal group of EXTERNAL SOURCE and a delivered or institution defined internal code. Delivered internal codes of ALUMEXRS may be used independently by the institution.One row per entity per profile code per advancement rating rule.ENTITY_UID, PROFILE_CODE, ADVANCEMENT_RATING_RULE
ACTIVITY_DATE
ANNUAL_GIVING
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.One row per entity per fiscal year.ENTITY_UID
ENTITY_UID, FISCAL_YEAR
ENTITY_UID, ENTITY_IND
ENTITY_IND
ANNUAL_GIVING_SLOT
Uses data from the ANNUAL_GIVING reporting view. Displays annual giving details for donors with giving activity in any of the 6 most recent fiscal years. There are currently no associated display rules.One row per entity.ENTITY_UID
ACTIVITY_DATE
CAMPAIGN_GIVING_HISTORY
Contains campaign giving history for all donors on a per fiscal year basis for any years in which donations were made, promised or credit was received by the donor. Includes campaign details, total giving amounts, amounts pledged and paid, multiple and memo credit earned and associated matching gifts received. One row per entity per campaign per fiscal year.ENTITY_UID
ENTITY_UID, CAMPAIGN
ENTITY_UID, ENTITY_IND
ENTITY_IND
CONSTITUENT
Contains profile information relevant to persons who have had an association or philanthropic interest in the institution. Data includes donor and prospect indicators, class, college, donor category, spouse, child and hometown details, summary giving information and confidentiality and deceased indicators.One row per person.PERSON_UID
CONSTITUENT_CONTACT
Contains details related to each contact or follow up action with a constituent or prospect.One row per entity per contact reference item number.PERSON_UID
CONSTITUENT_ENTITY
Contains entire constituent population; i.e. persons and organizations. General information includes name details, primary contact for organizations, preferred address, telephone, birth date and deceased indicator, as applicable.One row per entity.ENTITY_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
CONSTITUENT_PLAN
Contains details related to each scheduled move and each contact or follow up action associated with a prospect plan for a prospect.Multiple rows per entity per project.PERSON_UID
CONSTITUENT_STAFF_ASSIGN
Contains a listing of each staff person assigned to a prospect.One row per entity per staff type per staff identifier or staff UID.ENTITY_UID
DEGREE
Contains detail information for each degree earned by a constituent from this or any other institution.One row per person per degree number.PERSON_UID
MAJOR1, DEGREE
COLLEGE, DEPARTMENT1
DEGREE_SLOT
Uses data from the DEGREE reporting view. Displays a subset of information for up to 3 degrees earned by a constituent, starting with the most recent degree. There are currently no associated display rules.One row per person.PERSON_UID, INSTITUTION_IND
ACTIVITY_DATE
DESIGNATION_GIVING_HISTORY
Contains designation giving history for all donors on a per fiscal year basis for any years in which donations were made, promised or credit was received by the donor. Includes designation details, total giving amounts, amounts pledged and paid, multiple and memo credit earned and associated matching gifts received.One row per entity per designation per fiscal year.ENTITY_UID
ENTITY_UID, DESIGNATION
ENTITY_UID, ENTITY_IND
ENTITY_IND
DONOR_CATEGORY
Contains all donor categories associated with a constituent. Details including donor category alumni indicator, spouse only indicator, VSE categories, and reporting priority.One row per entity per donor category.ENTITY_UID
DONOR_CATEGORY_SLOT
Uses data from the DONOR_CATEGORY reporting view. Displays the category code, description and alumni indicator for up to 4 donor categories associated to a constituent. The categories displayed are selected based on reporting priority, starting with the highest priority. There are currently no associated display rules.One row per entity.ENTITY_UID
ACTIVITY_DATE
EXCLUSION
Contains all forms of communication from which the constituent should be excluded. Includes the exclusion, exclusion date, exclude phone indicator and exclude mail indicator.One row per entity per exclusion.ENTITY_UID
EXCLUSION_SLOT
Uses data from the EXCLUSION reporting view. Displays up to 4 sets of values based on the defined display rule(s) with an internal group of (EXCLUSION or CAMP EXCLUSION or DESG EXCLUSION) and a delivered or institution defined internal code. Delivered internal codes of ALUMEXCL may be used independently by the institution.One row per entity per profile code per exclusion rule.ENTITY_UID, PROFILE_CODE, EXCLUSION_RULE
ACTIVITY_DATE
FUNDING_INTEREST
Contains all potential target projects or interest areas associated to an identified prospect as well as all funding areas associated to an advancement organization for potential matching gift opportunities.One row per entity per interest.ENTITY_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
FUNDING_INTEREST_SLOT
Uses data from the FUNDING_INTEREST reporting view. Displays up to 4 sets of values based on the defined display rule(s) with an internal group of FUNDING and a delivered or institution defined internal code. Delivered internal codes of ALUMFUND may be used independently by the institution.One row per entity per profile code per funding interest rule.ENTITY_UID, PROFILE_CODE, FUNDING_INTEREST_RULE
ACTIVITY_DATE
GIFT
Contains detail information for all gift/payments received from or multiple credit awarded to donors at the designation level with supplemental information related to donor attributes, associated matching gifts and solicitations.One row per entity per gift number per pledge number per campaign per designation.ENTITY_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
FISCAL_YEAR
ENTITY_UID, GIFT_NUMBER, PLEDGE_NUMBER, CAMPAIGN, DESIGNATION
GIFT_DATE
ENTITY_UID, PLEDGE_NUMBER
SOLICITOR_UID
GIFT_ASSOCIATED_ENTITY
Contains all entities associated with a gift or payment including description, comments and details for an active associated entity address if applicable. One row per entity per gift number per association per associated UID.ENTITY_UID
ENTITY_UID, ADDRESS_TYPE
ENTITY_UID, GIFT_NUMBER
ASSOCIATED_ENTITY_UID
ASSOCIATION
GIFT_NUMBER
GIFT_AUXILIARY
Contains auxiliary information for individual gifts, including alternative recognition donor categories or class years, details related to any associated quid pro quo benefits/premiums or the face/market values of the gift.One row per entity per gift number per auxiliary type.ENTITY_UID
ENTITY_UID, GIFT_NUMBER
GIFT_NUMBER
GIFT_MATCHING
Contains designation level detail for each anticipated matching gift associated with an eligible donor gift or pledge payment.One row per entity per gift number per campaign per designation per match employer UID.ENTITY_UID
ENTITY_UID, GIFT_NUMBER
MATCH_EMPLOYER_UID, GIFT_NUMBER
GIFT_MATCHING_TRANSACTION
Contains information pertaining to each anticipated matching gift associated with an eligible donor gift or pledge payment.One row per entity per gift number per match employer UID.ENTITY_UID
ENTITY_UID, GIFT_NUMBER
MATCH_EMPLOYER_UID, GIFT_NUMBER
GIFT_MEMO
Contains detail information for all memo credit awarded (or received) at the designation level including donor, recipient, gift/pledge numbers, designation amount, memo credit amount, match gift indicator and 3rd party payment details.One row per entity per gift number per pledge number per campaign per designation per memo UID.ENTITY_UID
FISCAL_YEAR
GIFT_DATE
ENTITY_UID, GIFT_NUMBER
MEMO_UID, GIFT_NUMBER
ENTITY_UID, ENTITY_IND
ENTITY_IND
GIFT_MULTIPLE
Contains detail information for all multiple credit awarded (or received) at the designation level including donor, recipient, gift/pledge numbers, designation amount, multiple credit amount, match gift indicator and 3rd party payment details.One row per entity per gift number per pledge number per campaign per designation per multiple UID.ENTITY_UID
ENTITY_UID, GIFT_NUMBER
MULTIPLE_UID, GIFT_NUMBER
ENTITY_UID, ENTITY_IND
ENTITY_IND
GIFT_SOCIETY
Contains detail information for all gift societies to which a constituent has been associated by gift society year, including member leadership position as applicable.One row per entity per gift society year per gift society.ENTITY_UID
GIFT_SOCIETY_SLOT
Uses data from the GIFT_SOCIETY reporting view. Displays up to 12 sets of values based on the defined display rule(s) with an internal group of GIFT SOCIETY and a delivered or institution defined internal code. Delivered internal codes of ALUMDCST may be used independently by the institution.One row per entity per profile code per gift society rule.ENTITY_UID, GIFT_SOCIETY_RULE
ACTIVITY_DATE
GIFT_TRANSACTION
Contains transaction level information for each individual gift/payment received from a donor with supplemental information related to donor attributes, associated matching gifts and solicitations.One row per entity per gift number.ENTITY_UID
ENTITY_UID, GIFT_NUMBER
SOLICITOR_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
FISCAL_YEAR
GIFT_DATE
MEMBERSHIP
Contains detail information for all memberships to which a constituent is or has been a member including entry and expiration dates, duration, membership dues, dues amount paid/owed and member status.One row per entity per membership program per membership number.ENTITY_UID
MEMBERSHIP_PROGRAM, ENTITY_UID, MEMBERSHIP_NUMBER
MEMBERSHIP_CATEGORY
MEMBERSHIP_INTEREST
Contains listing of all interests to which this constituent is associated in this membership program. Includes general membership information and interest related details such as promotion type, transaction posting date and type of payment.One row per entity per membership program per membership number per interest per membership transaction number.ENTITY_UID
MEMBERSHIP_PROGRAM, ENTITY_UID, MEMBERSHIP_NUMBER
MEMBERSHIP_CATEGORY
ENTITY_UID, MEMBERSHIP_PROGRAM, MEMBERSHIP_NUMBER, MEMBERSHIP_TRANSACTION_NUMBER
MEMBERSHIP_PROMOTION
INTEREST
ORGANIZATIONAL_CONSTITUENT
Contains profile information relevant to organizations that have had an association or philanthropic interest in the institution. Data includes donor and prospect indicators, primary donor category, matching gift rules and summary giving information.One row per entity.ENTITY_UID
ORGANIZATION_CONTACT
Contains information related to all contacts associated with an advancement organization including primary contact indicator, contact type, job category, title, name, primary address, phone and email.One row per entity per contact.ENTITY_UID
ORGANIZATION_CONTACT_SLOT
Uses data from the ORGANIZATION_CONTACT reporting view. Displays up to 2 sets of values based on the defined display rule(s) with an internal group of SECONDARY CONTACT and a delivered or institution defined internal code. Delivered internal codes of ALUMOCON may be used independently by the institution.One row per entity per profile code per organization contact rule.ENTITY_UID, PROFILE_CODE, ORGANIZATION_CONTACT_RULE
ACTIVITY_DATE
PLEDGE
Contains detail information for all pledge commitments received from or multiple credit promised to donors at the designation level with supplemental information related to associated matching pledges and solicitations.One row per entity per pledge number per campaign per designation.ENTITY_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
ENTITY_UID, PLEDGE_NUMBER
PLEDGE_DATE
FISCAL_YEAR
ENTITY_UID, PLEDGE_NUMBER, CAMPAIGN, DESIGNATION
SOLICITOR_UID
PLEDGE_ASSOCIATED_ENTITY
List of all entities and related information associated with a pledge or payment.One row per entity per pledge per associated entity.
PLEDGE_AUXILIARY
Contains auxiliary information for individual pledges, including alternative recognition donor categories or class years, details related to any associated quid pro quo benefits/premiums or the face/market values of the gift.One row per entity, i.e., person or organization, per auxiliary pledge record.
PLEDGE_CONDITIONAL
Contains information pertaining to conditional pledges.One row per pidm per pledge number per sequence number.
PLEDGE_INSTALLMENT
Contains information related to a pledge installment plan on a per scheduled installment basis. Includes plan duration and frequency and installment details including amount due, date due, amount paid and reminder details.One row per entity per pledge per installment number.ENTITY_UID
ENTITY_UID, PLEDGE_NUMBER, INSTALLMENT_NUMBER
PLEDGE_MATCHING
Contains information pertaining to each potential matching gift associated with an eligible donor pledge at the designation level.One row per entity per pledge number per match employer UID per campaign per designation.ENTITY_UID
MATCH_EMPLOYER_UID
PLEDGE_MATCHING_TRANSACTION
Contains information pertaining to each potential matching gift associated with an eligible donor pledge.One row per pidm per employer matching pidm per pledge number.
PLEDGE_TRANSACTION
Contains transaction level information for all pledge commitments received from a donor, with supplemental information related to associated matching pledges and solicitations.One row per entity per pledge.ENTITY_UID
ENTITY_UID, PLEDGE_NUMBER
SOLICITOR_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
PLEDGE_DATE
FISCAL_YEAR
PROSPECT_INFO
Contains summary profile information for each identified prospect including reference information, status, target ask amount and date, primary staff assignment detail and ratings, geo-region and assigned staff counts.One row per entity.ENTITY_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND
PROSPECT_PROPOSAL
Contains detail information for each proposal associated with a prospect on a per proposal project basis.One row per entity per proposal per proposal project.ENTITY_UID
SOLICITATION
Contains detail information for each solicitation associated with a donor pledge or gift on a per campaign basis. Includes gift pledge indicator, gift number, pledge number, campaign, solicitation type, solicitor organization, solicitor details, solicitation amount, actual amount, and credit recipient UID as applicable.One row per entity per gift number per pledge number per solicitation type per campaign.ENTITY_UID
ENTITY_UID, GIFT_NUMBER, PLEDGE_NUMBER, GIFT_PLEDGE_IND
ENTITY_UID, PLEDGE_NUMBER, GIFT_PLEDGE_IND
SOLICITOR_UID
SPECIAL_ACTIVITY
Contains details for all special activity tracked by the institution for an entity. Data may include activity comment, activity type, activity category, first year, last year, and total years of participation and leadership role associations for the activity.One row per entity per special activity per leadership role.ENTITY_UID
SPECIAL_ACTIVITY
SPECIAL_ACTIVITY_SLOT
Uses data from the SPECIAL_ACTIVITY reporting view. Displays up to 3 sets of values based on the defined display rule(s) with an internal group of ACTIVITY CATEGORY and a delivered or institution defined internal code. Delivered internal codes of ALUMACCG may be used independently by the institution.One row per entity per profile code per special activity rule.ENTITY_UID, PROFILE_CODE, SPECIAL_ACTIVITY_RULE
ACTIVITY_DATE
SPECIAL_ACTIVITY_YEAR
Contains the years of participation in a special advancement activity for an alumnus. Data will include all of the years recorded for a person's participation in the activity.One row per entity per activity per participation year.ACTIVITY
PARTICIPATION_YEAR
ENTITY_UID
SPECIAL_ACTIVITY_YEAR_SLOT
Uses data from the SPECIAL_ACTIVITY_YEAR reporting view. Displays up to 10 sets of values based on the activity for the entity and currently there are no associated display rules. The last 10 years of participation will be displayed.One row per entity per activity.ENTITY_UID, ACTIVITY, ACTIVITY_TYPE, ACTIVITY_CATEGORY
ACTIVITY_DATE
SPECIAL_PURPOSE_GROUP
Contains listing of additional characteristics or categories (such as activities, groups or affiliations) as determined by the institution, that are associated to a constituent.Many rows per entity per special purpose type and special purpose group.ENTITY_UID
SPECIAL_PURPOSE_SLOT
Uses data from the SPECIAL_PURPOSE reporting view. Displays up to 5 sets of values based on the defined display rule(s) with an internal group of VARIABLE PURPOSE and a delivered or institution defined internal code. Delivered internal codes of ALUMVIPC may be used independently by the institution.One row per entity.ENTITY_UID, PROFILE_CODE, SPECIAL_PURPOSE_RULE_GROUP, SPECIAL_PURPOSE_RULE
ACTIVITY_DATE

Source Reports:

AABDUES
AABMINT
AABMSHP
AARDUES
AARMEMB
AARMINT
ADBDESG
AFBCAMP
AGBGIFT
AGBMGID
AGBPINS
AGBPLDG
AGRGASC
AGRGAUX
AGRGDES
AGRGMLT
AGRGMMO
AGRGSOL
AGRMDES
AGRPASC
AGRPAUX
AGRPCON
AGRPDES
AGRPINS
AGRPMEM
AGRPMLT
AGRPSOL
AMBPROP
AMRCONT
AMREXRT
AMRINFO
AMRPLAN
AMRPRIN
AMRPROP
AMRPRRT
AMRSTAF
AOBORGN
AORCONT
AORFUND
APBCONS
APBGHIS
APRACLD
APRACTY
APRACYR
APRADEG
APRAMAJ
APRCATG
APRCHIS
APRCHLD
APRCSPS
APRDCLB
APRDHIS
APREHIS
APREXCL
APRMAIL
APRPROS
APRSALU
APRVIPC
APRXREF
APVCHLD
APVCSPS
APVXREF
ASBSORG
ATVASSC
ATVCFAE
ATVCMTP
ATVDCNP
ATVDCST
ATVDCYR
ATVDGRP
ATVDONR
ATVDOTT
ATVDSTA
ATVDSTP
ATVEMPS
ATVEXCL
ATVEXRS
ATVFISC
ATVGACK
ATVGCLS
ATVGIFT
ATVINCM
ATVJOBC
ATVMOVE
ATVOCON
ATVPACK
ATVPCAT
ATVPCLS
ATVPGVE
ATVPLDG
ATVPRMD
ATVPROJ
ATVPRST
ATVPSTA
ATVRATE
ATVRSCR
ATVRTGT
ATVSALU
ATVSCNT
ATVSICC
ATVXREF
AXBMGID
AXRMDES


Ver: 8.0