Tribute Report
 View a Sample of this Report
The Tribute Report provides transactional information about tribute and memorial gifts. The report includes the name of the person being honored or memorialized, as well as the name and contact information for the
people to be notified about the gift. It also includes the message that the donor composed when making the gift.
Using this report, your organization can follow-up on the donation by sending a notification about the tribute or memorial to the person that the donor has requested. In fact, you can notify recipients directly from this report if the donor has provided an email address for the recipient.
To run the Tribute Report:
- Click
Data Management > Reports. The Report Selection page
displays.
- Click the
plus sign (+) beside the Donation Classic Reports folder to display the contents of the folder.
- Click the
Tribute Report link. The Configure Report Options page displays.
- Select
a date range for this report.
You can select one of the following two:
- Predefined Date Range - You
can select all dates, this month, last month, this quarter, or last
quarter.
- Custom Date Range - Select
exact, custom dates.
Tip: Run this report on a periodic basis, such as monthly, to see all new tribute and memorial gifts and notify the intended recipients promptly.
- Provide a Label for this report
in the Label For this Report field and click Submit Report.
The report status is Queued.
- Click
Refresh
to update the report status to Completed. You have
successfully created a Tribute Report.
View the Results of the Tribute Report
In addition to the fields listed below, the Tribute Report includes the total
number of tribute and memorial gifts (Total Record Count) for
the period specified. Notify recipients directly from the report by clicking in
the Recipient Email column.
|
Field
|
Description/Contents
|
|
Campaign Name
|
Name of the Donation Form associated with the transaction
|
|
Donation Date
|
Date of the gift; includes the time as well as the calendar date
|
|
Gift Type
|
Tribute or
Memorial
|
|
Donor Name
|
Name of the Donor who made the gift
|
|
Tribute Name
|
The name of the individual in whose name or in whose memory the gift was made
|
|
Message
|
The text of the tribute or memorial message as composed by the donor
|
|
Closing
|
The closing for the message as specified by the donor
|
|
Recipient Name
|
The name of the individual who is to be notified about the tribute or memorial gift.
|
|
Recipient Address
|
The address of the individual who is to be notified about the gift
|
|
Recipient Phone
|
The recipient’s phone number, if provided
|
|
Recipient Email
|
The recipient’s email address, if provided; when viewing the report online, clicking the email address link will open an email window already addressed to the recipient and may be a convenient way for you to acknowledge the gift.
|
|
Contribution
|
The amount of the gift
|
|
Include Amt
|
Yes or No indicates whether or not the donor would like the amount of the gift included in the acknowledgement to the recipient
|
|
