Gifts Given vs. Used Report Reference
The Gifts Given vs. Used Report provides users with the ability to print out balances for Memorial Gifts. The report window uses the standard CDM+ report framework, but there are two unique features to the report that is specific to Memorial Gifts:
- Search on Designees, and
- The ability to print designees with or without a balance.
Report Framework
Sidebar Options
Section | Report Framework | Function | Use | Report Related |
|---|---|---|---|---|
| A | Expand | Expand Preview window across the window | ||
B | Standard Search | Quick setup search of date range and designees |
| |
|
| Advanced Search | Allow more complex searches across designee fields. |
|
C | Report | Option to toggle With Balance and Without Balance. |
| |
|
| Format | Options for report headers, footers, alignment, font, and date formats. |
|
|
| Page Setup | Page options such as paper width, height, scale, and margins. |
|
|
| Logo | Option to add a logo to your report. |
|
|
| Text | Options for Text File and Clipboard. |
|
D | Load/Save | Ability to save Report options and search to be used without needing to set all the parameters again. |
| |
|
| Defaults | Clicking this item sets all Searches and Options to the as-shipped settings. |
|
E |
| Clicking this item collapses the Sidebar |
|
Print and Preview Options
Section | Report Framework | Function | Use | Report Related |
|---|---|---|---|---|
F | Refresh | This will print the report in the Preview window. |
| |
|
| Screen | This prints the report in a separate window. |
|
|
| Excel/Numbers | This will export the report information to Microsoft Excel or Apple Numbers spreadsheet applications. |
|
|
| Clipboard | This will print the report to the clipboard to be available to paste in any application. |
|
|
| Text File | This will print the report to a text file that can be opened in text editors or any application that can open a text file. |
|
|
| This print the report to a PDF. |
| |
|
| Page |
| |
|
|
| ||
| G | Preview Window | Clicking the Refresh print option displays the report In this part of the report window. | ||
H | Search Contents | This allows you to search the contents of the report to look up specific information. |
| |
|
| Show Page List | This gives you a list of all of the pages of the report allowing you to quickly jump to pages without a lot of scrolling. |
|
|
| Zoom | This allows you to increase or decrease the visual size of the report to make it easier to read or be able to see more information in the window. |
|
Gifts Given vs. Used specific Report features
Standard Search
- Used/Given Date Range
- The date range of when gifts were given and used. It is important to remember that this range incorporates both gifts given and gifts used. For example, gifts could have been given from January 2014 through December 2020, but the last gift used was in July 2021. Then, you must ensure that the date range incorporates the first gift given and the last gift used.
- Gift Designees
- This is a list of all designees entered under the Gift Designee Records window. You can use all or select the specific designees you wish to print.
Advanced Search
Fields available for the advanced search of Gifts Given vs. Used report are those under the Primary Record. There are no related records for this report.
The fields available under the Primary Record are those found on the Gift Designee Records window. For more information regarding these fields, see Memorial Gift Designee Records.
Options > Report
There are two checkboxes to give you the ability to toggle the balance of designee records. With the two checkboxes, you can opt to show Designees that have a balance and those without together. Or, you can choose to show those with or without a balance.