Online Help

Company Matching Report

The Company Matching Report provides transactional information about each gift that was made where the donor indicated that his or her company would match the gift. The report includes the name of the company, the date and amount of the gift, and complete contact information for the donor (employee). You can use the information in this report to follow-up with each company.

Use the Company Matching Report to show:

u Each gift where the donor has indicated that his or her company would match the gift; for each gift that meets the criteria, the report includes the company name and complete contact information for the donor (employee) who made the gift. It also includes the date and amount of each gift.

Run the Company Matching Report as follows:

1. Click Data Management on the top-level navigation bar and then select Reports from the drop-down list to open the Report Selection page.

2. Click the plus sign (+) beside the Donation Classic Reports folder to display the contents of the folder.

3. Click the link for the Company Matching Report.

4. On the Report Configuration screen that opens, choose a Date Range for this report. Choices include:

u Predefined Date Range (such as All Dates, This Month, This Calendar Year, etc.)

u Custom Date Range (choose exact dates from the date menus provided)

5. Provide a Label for this report to help you identify it at a later time.

6. Click the Submit Report button. The system will display the Report Results List with Queued as the Status of the report.

7. Click the Refresh button to update the Status of the report.

8. When the Status indicates that the report has been Completed, click one of the following icons beside the report:

View Icon (View) icon to display the report on your computer. You can save or print the report from the displayed view or add the results to a group. You can also click the Add to My Reports link, provide a brief Description, and click Save if you would like to add this report -- with this configuration -- to the My Reports folder.

Print Icon (Print) icon to print the report via your standard Print application.

download_icon (Download) icon to download the file to your local computer or shared network resource.

Remove Icon (Trashcan) icon to delete the report if you no longer need it.

View the Results of the Company Matching Report

The Company Matching Report provides the Security Category, Donation Form Name, Company Name, Contribution Amount and Date, and complete donor contact information for all donations where donors have indicated that their company might be willing to match their gift. You can use this information to contact donors for further information or to contact each company directly.

Field	Description/Contents
Category	Security Category for the Donation Form where the user's contribution was received
Campaign	Name of the Donation Form where the user's contribution was received
Company	Name of the Company indicated by the user as being willing to match their gift
Last Name	Last name of the user (employee) whose contribution may be matched
First Name	First name of the user (employee) whose contribution may be matched
User Email	Employee's Email address; if you are viewing the report online, clicking on the email address will open a message window with the message already addressed to the user who made the contribution; this link is especially useful if you need more information before contacting the company
User Street	Employee's Street address
User City	Employee's City
User State	Employee's State
User Zip	Employee's Zip Code
User Phone	Employee's Phone
Contribution Date	Date of the Employee's contribution to your Donation Form
Amount Pledged	If you are using pledges, this column will show the funds pledged by the user whose contribution is being matched; otherwise, this amount will be the same as the "Amount Received"
Amount Received	If you are using pledges, this column shows the funds contributed so far towards the pledge; otherwise, this field indicates the amount of the gift