How to Create a Designation Details Report

The Designation Details report provides information that can help you with an analysis of your campaign fundraising efforts. Specifically, this report breaks down contributions or pledges according to the designations set up for the selected fund. The report enables you to see the distribution (in dollars or percents) of all pledges with designations to the selected fund.

This report presents pledge and contribution data contained in closed batches only. This requirement creates safeguards to help protect users’ financial data. It also helps ensure that data processing staff follow proper procedures and exercise strong internal controls by closing a batch after it is reconciled with the accounting system and with the bank statement.

Designations are a way for donors to allocate all or part of their gift to support a favorite ministry or activity.

Important

By default, the Designation Details report does not appear on the Parish Reports menu. Parish staff must be granted permission to access the report to see it on the menu. The first procedure below shows a diocesan administrator how grant parish staff permission to view the report on the menu. The second procedure shows parish staff how to run the report.

Granting Users Permission to Access the Designation Details Report

On Home page, select the organization from the Organization list.
Open Development Manager.
In the Navigation Bar, select Funds to open the Funds page.
In the Funds list, find the fund. Then, select fund’s link to open Fund Details.
In Fund Details, select the Parish Reports tab.
Find the Designation Details option in the list. Then, click to switch to edit mode.
Select the desired checkboxes to provide user-level permissions to access the report.
Click to save the change.

The Designation Details report is added to the Parish Reports menu. Any user with the appropriate permissions can now select the fund and run the report.

Running a Designation Details Report

On Home page, select the organization from the Organization List.
Open Development Manager.
In Navigation Bar, select Reports. Then, select Parish to open the Parish Reports page.
In the Fund dropdown list, select the fund for which you want to generate the report.
In the Report dropdown list, select the Designation Details option.
Set up the report as desired. For descriptions of the setup options, go to Setup_Options_for_the_Designation_Details_Report.
Click this button to generate the report: . Then, select the desired format for the report:
- Excel: the Excel version uses the same data source as the PDF but may contain more data, which is presented in an .xls layout. Choose this option if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the .xls version and is a more suitable option when you need a document that is easily read.
After you submit a report for processing, the system estimates the time it takes to generate the report. For information on how the system handles report processing, go to How the System Handles Long-Running Reports.
Follow your browser's instructions for opening the downloaded report.