Constituent Recognition Credit Report

To view recognition credit information for a selected group of constituents, generate the Constituent Recognition Credit Report. For example, to prepare to create the Honor Roll list at the end of the month, run the Constituent Recognition Credit Report to correctly recognize constituents for the recognition type of Honor Roll.

For each constituent in the report with recognition credit, the Constituent Recognition Credit Report displays the constituent name, constituent type, and primary address. The report also displays a sub-report that lists the recognition type, the effective date, and the recognition amount associated with recognition credit. The sub-report also displays the donor name for the revenue associated with recognition credit.

When you run a Constituent Recognition Credit Report, filter by specific selections to narrow the data that appears in the report.

Filters for the Constituent Recognition Credit Report include:

  • Include - To filter by a specific constituent query selection based on criteria you defined, select the binoculars to search for the selection. Depending on your security rights and system role, you can add and edit queries.

  • Date - To narrow the results, select the date range for which to view constituent recognition credit information.

  • from - To narrow the report by a specific date range, select the calendar icon to select a start date.

  • to - To narrow the report by a specific date range, select the calendar icon to select an end date.

  • Recognition type - Select a recognition credit type to filter the report. For example, select Spouse.

When you generate a report, you can use the toolbar buttons to modify how you view the report. The toolbar buttons are common to all reports.

For more information about the report toolbar, see the Report Toolbar section of the help file.

  1. From Constituents, select Constituent recognition credit under Reports. The Constituent Recognition Credit Report screen appears.

  2. Select Include and select the records to include. Select All records, Selected records, or Specific record” If you select Selected records or Specific record, in the field that appears,search for the constituent selection or record to include.

  3. Enter the date range to filter the report.

    • In the Date field, select a date for which to view constituent recognition credit information.

    • If, in the Date field, you select Specific date, select the date for which to view constituent recognition credit information. The report will display information only for the selected date.

  4. In the Recognition type field, select a recognition type to filter the report. For example, select Spouse.

  5. Select View Report. The program generates and displays the report.

  6. To close the report and return to the previous page, on the shell toolbar, select the Back button.