Report Tag Archive

Andar includes hundreds of predefined reports. They all work in a similar way. They all have various options you can choose from (not shown here, “Report Details”) depending on the report you select. Getting to know how reports work in general will help you get the information you need quickly. The Andar Main menu has “Reports” sub-menus in each section of the menu. Take a moment and explore the menu to get familiar with all the reports available. Here’s what you should know about reports:

Tabs - All reports have a number of tabs to control what information is selected, how the report will look, and how to run the report. This varies from report to report. All reports also have a “System” tab. This tab allows you to schedule the report to run later. The System tab also allows you to select whether you want a spreadsheet or PDF, or both.

Buttons - The Submit button will submit the report to your server and run it. Once it’s done, you’ll get a pop-up notification and be able to view the resulting report. While it’s running, you can continue working with Andar. Some reports can run very quickly while others could take a long time depending on how much information you have in your database. You can use the “System” at the very top of any window in Andar to see the status of your submitted reports. The Save button can be used to save everything you’ve entered in the various tabs so you don’t have to rekey everything every time you want to run a report. When you save these parameters, you can give it a name and description.

Saved Parameters - At the top of every report, you’ll see the “Saved Parameter” pull-down where you can select from any of the previously saved report details. When selecting an item, you’ll see the content of the various tabs change to what was saved under that named report. You can adjust any of the selections on your screen without affecting what was previously saved. It just changes your copy of the parameters. This is a great tool to customize and save reports so you don’t have to reselect the same things over and over again.

Previous Parameters - Also at the top of every report, you’ll see the “Previous Parameters” pull-down where you can select the previously run reports by date/time. Not only that, the paper icon next to pull-down opens the spreadsheet or pdf produced by that run of the report. This is an alternative to using the saved parameters but these are short lived. Some cleanup tasks will eventually remove old items from this list.

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In System Preferences, there is an option to include a URL to an image that will be included in report headers (System Preferences > Andar Reports > MIG > Report Headers > URL for report header image). Some customers have encountered inconsistency in whether these images are displayed in all reports. This is typically due to how quickly the image may be retrieved from the network location as the report writing program will skip the image if it cannot be retrieved in two seconds. One option to consider is to have the image in your File Library and use the URL for that location.

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Your donors may have pre-authorized payments set up with you, but what do you do if their cards expire? You can avoid getting to that point by running a report that will tell you if pre-authorized payment donors have credit cards that are about to expire.

You can find the Andar Pre-Authorized Credit Card Payment Report under the Finance folder on the Andar Main Menu. On the submission window, select the billing date, for example, *2 Months after. Also, specify the next month as the Credit Card Expiry Date. The report will then list donors who have amounts due in two months but whose credit card will expire before then.

The Andar Stylesheet Library has a slightly new look. It now has larger images that make it easier to navigate and find the templates you're looking for.

Download no-fold CEO call reports, receipts, thank you letters, and much more.

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What's the one currency no one can ever earn back?

Time.

We may not be able to help you travel back in time (yet), but we can help you be more efficient so that you invest less time into tasks that you do within Andar/360.

Try this: When exporting reports, save and re-use report submission parameters. Doing this can big a big time saver if you either run the same report multiple times or like to run variations of the same reports based upon a different set of report parameters.

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Analyzing historical data and donor trends will help you better prepare for your future campaign strategy. With Andar, you can run the Leadership by Individual or the Leadership by Organization report, and select all accounts, those in a structure node, or those in a warehouse. You can analyze up to 20 years of giving and also choose specific leadership levels to review!

Each constituent in the report will be flagged with various codes to identify whether their gift was increasing, flat, decreasing, recovered, renewed, lapsed, or new. Andar can do this for the personal gift, their combined gift, as well as the RUM portion of their gift.

Andar will analyze churn for each leadership level independently as well as non-leadership level constituents and again for RUM dollars specifically. For each group, the report will contain:

Number of givers - the number of accounts in this group.
Number of increased givers - the number of accounts in this group who gave less in the prior year than the given year.
Number of decrease givers - the number of accounts in this group who gave less in the given year than in the prior year.
Number of flat givers - the number of accounts in this group who gave the same in the given year and the prior year.
Number of recovered givers - the number of accounts in this group who gave in the given year but didn’t in the prior year but gave in some year before that. In other words, those who restarted giving after having stopped.
Number of renewed givers - the number of accounts in this group who gave the current year and also gave the year before.
Number of lapsed givers - the number of accounts in this group who didn’t give in the current year but gave the year before.
Number of new givers - the number of accounts in this group who have never given before.
Number of renewed leaders - the number of accounts at this leadership level who have also given in the prior year at the same leadership level.
Number of lapsed leaders - the number of accounts at this leadership level who have not given at the same leadership level in the current year but did the year before.
Number of new leaders - the number of accounts at this leadership level who either didn’t give the year before or gave at any other lower or higher leadership level or gave at a non-leadership level.
RUM dollar - the total giving of Resource Under Management (RUM) from accounts at this leadership level.
Number of RUM givers - the number of accounts whose RUM gift total falls within this leadership level.
(Note that a constituent may be counted in more than one category.)

That's a lot of data right there! Read more about Leadership by Individual and Leadership by Organization by logging into Customer Support.

Whether you're creating a Campaign Report, a Finance Report, or a Community Building Report, you can choose one of the "relative" year options from the Year drop-down list. Every time you run this report, Andar will look at your system preferences to determine what year's data to include in the report results.

On the other hand, if you type a specific "4-digit" year into the Year field on the report submission screen (especially on a Community Building Report), the saved report will always run for that specific year — regardless of the year that's identified in your system preferences.

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Receipts for donations made to a fundraising organization can be processed and issued within Andar.

If you don't have the MIG module, Andar will produce a CSV file that you can download and mail-merge into a word processor document with pre-defined letter templates.

If you're licensed for Major Gift, Andar can do the mail merge automatically and produce receipts in PDF format. You can create different Receipt templates, tell Andar which template to use when generating Receipts in PDF format, and email them out to donors.

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When it's time to file taxes, it no secret that your donors can benefit from the tax receipts that you issue them. There are many intricacies to issuing a tax receipt. For instance, it's important to know the difference between a Payer Account and Tax Receipt Account.

A Payer Account is the account that pays for the pledge — this can be different from the account that makes the pledge. A Tax Receipt Account is the account that will be receipted for the donation. Read more details on these definitions and also find out how to pull Payer and Receipt Accounts reports.

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Obtain a detailed list of transactions from a group of individuals by running an Individual Giving Report which you can export in Summary form or Detailed form. What's great about these reports is that only individuals that have a transaction in the system will be included. Click on the link below to learn how to pull these reports with a few easy steps.

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