Properties
| Summary | Displays the total funds given and used in memory of/in honor of a memorial gift designee. |
|---|---|
| Required Permissions |
|
| Path | Reports → Memorial Gifts Reports → Listings → Memorial Gifts Given vs. Used |
| Type | Listing |
| Base Record Type | Memorial Gift Designees Records |
| Text/Export Compatible | Yes |
Sample
Content
Rows
One row per Memorial Gift Designee identified by the search. Can be limited by the report options to include/exclude those with or without a balance.
Columns
| Column | Displays |
|---|---|
| Designee | The name of the Memorial Gift Designee |
| Given | When using a Standard Search only OR Match the Advanced and Standard Searches: Total amount from Memorial Gifts Given given to that designee during the Used/Given Date range from the standard search When using an Advanced Search only OR Match the Advanced Search, Standard Search, or both: Total amount from all Memorial Gifts Given to that designee in the database |
| Used | When using a Standard Search only OR Match the Advanced and Standard Searches: Total amount from Memorial Gifts Used used for that designee during the Used/Given Date range from the standard search When using an Advanced Search only OR Match the Advanced Search, Standard Search, or both: Total amount from all Memorial Gifts Given to that designee in the database |
| Balance | Given column minus Used column |
Totals
| Column | Displays |
|---|---|
| Given | Total Given for all rows |
| Used | Total Used for all rows |
| Balance | Total Balance for all rows |
Search
Standard
Used/Given Date Range
Controls which Memorial Gifts Given and Memorial Gifts Used will be included in the Given and Used columns.
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 to get a complete balance for the designee.
Gift Designees
This is a list of all designees entered under the Gift Designee Records window. Select the specific designees you wish to print. Choose All to print all designees in the database.
Advanced
Available Modes
| Mode | Available |
|---|---|
| Match the Advanced Search Only |  |
| Match the Advanced and Standard Searches | |
| Match the Advanced Search, Standard Search, or both | |
Primary Record
See Memorial Gift Designees Record Reference.
Related Records
None.
Options
Report
Print Designees
Check With Balance to print designees with a non-zero value in the Balance column.
Check Without Balance to print designees with a zero value in the Balance column.
Format
Page Setup
See Report Page Setup Options.
Logo
See Report Logo Options.
Text
See Report Text Options.
Setup
See Report Setup Options.