| ClearView has a growing collection of standard public reports ready for you to run immediately or schedule for future analysis. Reports are organized into the following categories and can be filtered by category within the ClearView Reports page itself. In addition to reports, ClearView Dashboards offers pre-configured dashboards within the application that function as a collective display of multiple related reports. |
Our standard reports collection also includes Sample Reports, which were all built using the Ad Hoc Reporting Editor. If you are thinking about creating your own ad hoc reports, consider reviewing some samples to help you get a better idea of what ad hoc reports can look like, and the different kinds of information that they can include. Learn more about Business Intelligence ...
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Action
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Name & Preview |
Description |
(R)un / (S)chedule |
Additionally Categorized as: |
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Actions by Solicitor
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Lists completed actions for a selected solicitor(s) within a user-defined date range and intervals; filter by appeal, action, status, fund, and solicitor. Displays prospect name, ID, primary phone number, and if the action is part of an opportunity. | R | Donor - Basic |
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Lifetime Donor Touches Summary
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Displays prospect data as a pie chart showing touches over the last 12 months, with a listing of touches over the lifetime of the prospect for a user-defined prospect ID number; summary list provides drill down access to ClearView action records. | R | Donor - Basic |
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Solicitor Activity Performance Summary
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Shows a chart and table totaling the number of actions by type. A user can set a date range, filter by solicitor, and choose to exclude actions that are undefined. Drill down to a detail report for access to prospect, opportunity, and action records. | R | Solicitor |
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Analytical
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Active Donor Summary by Geography
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Displays active donor summary level data for a user selected state. (U.S. only) | R | Donor Analysis | ||
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Donor Summary by Geography
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Displays donor summary level data for a user-selected state, (U.S. only). Filter by Summary Type: Active, Inactive, New Donors, Non Donors, LYBUNT and SYBUNT, as well as year type for applicable summary types. Drill down to a detail report.
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R | Donor - Analysis | ||
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Inactive Donor by Solicitor (list)
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Displays a list of donors organized by solicitor, summarizing the total gift amount from donors per solicitor and grand total, and allowing users to set an 'inactive from' date and choose which solicitors prospects' to view. |
R | Donor - Basic | ||
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Campaign Analysis
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Appeal Breakdown  
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Displays a list with gift counts, total and average amounts, pieces mailed, and other appeal cost data. Filter by campaign type, campaign, or appeal. Drill down to a gift detail report for each appeal, with further drill-down access to ClearView. |
R |
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Appeal Performance
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Displays a gift count chart, grouped by a user-selected criteria: list, campaign, package, segment group, or fund. Filter by mailing date, campaign, appeal, fund, list, segment group, or unit, and compare data. Drill down to a gift detail report. |
R |
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Ask Ladder Response
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Compares maximum gift from each donor at the time of a user-selected mailing with the gift they gave as a result of the mailing, categorizing each gift according to user-defined ask ladder response ranges. From detail report, drill down to ClearView. |
R |
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Breakeven Analysis
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Displays lifetime donor segment data (net revenue/loss) for donor segments within a user-selected campaign(s) and appeal(s), allowing for analysis of each segment's performance. For 10 appeals or less, the user can specify a Report Type with a graph. |
R | Direct Mail | |||
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Donor Giving Trends
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Displays gift summary information grouped by the year of the prospects' first gifts; includes total amount and gift count, and shows subsequent giving totals for the user-selected years that follow. Users can set a date range in increments of years.
For best results when running this report, select a range of between two and eight years when setting input controls. |
R | ||||
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List Performance
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Shows lifetime value of each acquisition list with each total for the first 3 years and one total for following years. Limit results to a date range; filter by list, campaign, appeal, package, or segment. Base on prospect source or first gift appeal.
Donors are included on the List Performance report based on prospect source or appeal of their first gift. For these donors, all gifts are counted. |
R | ||||
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Segmentation Summary
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Displays a count of names from the user's mailing table, broken down by campaign, package and appeal. The user may select a master and secondary table, and choose to include non-packaged appeals or sample details, (displays 15 names for each appeal).
The Segmentation Summary report is used in reference to mailing production quality control. It is intended to be run after Phase 2 Segmentation. |
R | ||||
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Year Over Year Campaign Type Gift Summary Comparison (line)
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Displays the total amount of giving for the current year and the previous year, allowing the user to define year type (fiscal or calendar), view (weekly, monthly, quarterly), and filter by campaign type(s). |
R | Direct Mail | |||
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Year Over Year Cumulative Campaign Type Gift Summary Comparison (line)
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Displays the total cumulative amount of giving for the current year and the previous year, allowing the user to define year type (fiscal or calendar), view (weekly, monthly, quarterly), and filter by campaign type(s). |
R | Direct Mail | |||
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Direct Mail
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Ask Ladder Response
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Compares maximum gift from each donor at the time of a user-selected mailing with the gift they gave as a result of the mailing, categorizing each gift according to user-defined ask ladder response ranges. From detail report, drill down to ClearView. |
R | Campaign Analysis |
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Assigned Premium List
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Displays all premiums associated with selected appeals, including campaign, event, and broadcast program details. Limit results to active appeals within a user-selected date range, set an interval, and filter by campaign, appeal, item, or event. This table maintenance report includes details on the make-up of the premiums table; it is not intended to report on the premium activity itself. |
R | |
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Breakeven Analysis
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Displays lifetime donor segment data (net revenue/loss) for donor segments within a user-selected campaign(s) and appeal(s), allowing for analysis of each segment's performance. For 10 appeals or less, the user can specify a Report Type with a graph. | R | Campaign Analysis |
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Mail Merge Duplicate (list)
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Lists prospects replaced during a mail table merge, allowing the user to set a start date. The report is organized by prospect ID, and includes information from the duplicate prospect record, and the original login and table of the merged records. | R | |
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Recency Counts
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A chart and grid of counts that depict payments, allowing the user to set a start date, relative date type and interval, monetary range, filter by query and unit, and group by recency range. Monetary ranges are based on the Giving Ranges table. | R | |
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Donor - Analysis
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Active Donor Summary by Geography
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Displays active donor summary level data for a user selected state. (U.S. only) | R | Analytical |
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Donor Giving Comparison
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Displays summary level data for donors whose current year giving is more than their giving in the previous year, allowing the user to filter by year type, (calendar/fiscal), and a user selected range of monetary values. | R | |
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Donor Giving Comparison - This Year and Last Year (list)
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Displays summary level data for donors whose current year giving is less than their giving in the previous year, allowing the user to filter by year type, (calendar/fiscal), and a user selected range of monetary values. | R | |
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Donor Summary by Attribute (bar)
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Bar chart displaying the total giving amount per each attribute. | R | |
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Donor Summary by Attribute (list)
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Displays a donor summary grouped by attribute, allowing the user to filter by donor unit year type (calendar/fiscal), and year. | R | |
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Donor Summary by Geography
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Displays donor summary level data for a user-selected state, (U.S. only). Filter by Summary Type: Active, Inactive, New Donors, Non Donors, LYBUNT and SYBUNT, as well as year type for applicable summary types. Drill down to a detail report.
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R | Analytical |
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Donor Summary by Tag
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Shows a bar chart of the prospect count for each tag, and a table with tag descriptions and tallied counts. This report allows the user to filter by category, tag, and unit, and to drill down to a detail report, then prospect summary and gift data.
For best results, select ten or less tags when running this report. |
R | |
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Top Donors
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Displays a list of the top donors, (ranked by lifetime or only last 12 months), including contact information, total gift counts and giving amounts. The user sets the number of donors displayed. Drill down to prospect and gift records in ClearView. | R | |
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Donor - Basic
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Actions by Solicitor
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Lists completed actions for a selected solicitor(s) within a user-defined date range and intervals; filter by appeal, action, status, fund, and solicitor. Displays prospect name, ID, primary phone number, and if the action is part of an opportunity. | R | Action | ||||
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Donor Birthday by Day (list)
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Displays prospect birthday details, allowing the user to filter by birth date. | R | |||||
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Donor Listing
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Create a list of donors based on user-defined criteria. Filter by Donor Type (Active, Inactive, LYBUNT, SYBUNT, New or Non Donor) as well as date, state, solicitor, and mail or email flag. Group results by solicitor or state. Drill down to ClearView.
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Donor Profile
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Contact info, giving summary, gift details, opportunities, actions, a bio, alumni, connections, committees, events, greetings, memos, orders, payments, planned gifts, political activity, relationships, research, subscriptions, work history and more. | R | Major Donor | ||||
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Gift Summary by Geography
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Displays gift summary information for a selected geographic location grouped by calendar year. Filter by a user-defined yearly date range, unit, state, city, and zip code. | R | Gift and Pledge | ||||
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Inactive Donor by Solicitor (list)
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Displays a list of donors organized by solicitor, summarizing the total gift amount from donors per solicitor and grand total, and allowing users to set an 'inactive from' date and choose which solicitors prospects' to view. | R | Analytical | ||||
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Lifetime Donor Activity (list)
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Displays prospect's lifetime giving history, allowing users to exclude records by entering a total amount given. | R | |||||
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Lifetime Donor Touches Summary
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Displays prospect summary data as a graphical representation of touches over the last 12 months, with a listing of historical touches over the lifetime of the prospect for a user-defined prospect ID number. | R | Action | ||||
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Prospect Query Report
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Displays all prospects within a predefined query list. Filter results by an additional query, by contact flags or by unit. Opt to display specific columns in the report from a defined selection, and optionally include columns that indicate whether or not a selected Tag exists for prospects listed in results. Drill down into individual prospect records in ClearView. To use queries in this report, queries must initially be defined using the Query Builder module in PledgeMaker. Contact Client Services with any questions. |
R | |||||
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Volunteers by Event (list)
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Displays volunteer information, allowing the user to filter by event name and by volunteer active/inactive status. | R | Major Donor | ||||
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Gift and Pledge
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Fiscal Year Comparison
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Displays the donation comparison between back-to-back fiscal years with over/under calculations, allowing the user to select the more recent fiscal year and define how data is grouped, as well as filter by unit ID and unit selection parameters. | R | |||
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Gift Performance by Solicitor Summary
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Displays gift summary information, allowing the user to select the solicitor, year type, and if all gifts or only those from an opportunity are included. The report charts year-to-year comparison data, and provides access to detailed gift records. | R |
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Gift Summary (list)
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Displays gift counts, totals pledged and received, and balances, allowing the user set a date range and time interval, filter by unit, and group data by appeal, fund, gift type, classification or user code. Existing queries can also be applied. | R | |||
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Gift Summary by Geography
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Displays gift summary information for a selected geographic location grouped by calendar year. Filter by a user-defined yearly date range, unit, state, city, and zip code. | R | Donor - Basic | ||
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Gift Summary by Year, Giving Range, Counts (h-bar)
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Displays gift summary information, allowing the user to filter by year, a range of monetary values, and gift counts. | R | |||
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Gift Summary by Year, Giving Range, Dollars (h-bar)
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Displays gift summary information, allowing the user to filter by year, a range of monetary values, and dollar amount. | R | |||
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Giving Range Summary
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Displays a summary of donations by monetary range, including donor count, gift count, and totals for all counts and amounts. Run for all years, or select a year and year type; filter by unit. Drill down by range, then to prospect and payment records. | R | |||
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Honor or Memorial Gifts (list)
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Lists gifts made in honor or memory of another party with donor and notify names, gift dates, subtotals, and a grand total. Define a date range and time intervals; filter by unit or honoree. Drill down to prospect and gift records in ClearView. | R | |||
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Monthly Givers
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Lists donors who made gifts in a user-defined month, or selection of months according to Fiscal or Calendar year within a defined year of interest. Include results for donors who gave in all or any selected months. Opt to display specific columns in the report from a defined selection, and optionally filter by unit. | R | |||
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Planned Gift
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Summary data by prospect for planned giving with expected and received amounts. Set current and expected date ranges and time intervals; filter by unit, type, sub type, or appeal. Click header row to sort; drill down to prospects and planned gifts. | R | |||
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Pledge Balance Summary
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Lists pledges with balances greater than zero. Filter by date range, appeal and fund; order by outstanding balance or arrears to date; shows ID, name, pledge, last payment and arrears info. Click header row to sort; drill down to prospect records. | R | |||
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Pledge Receivable Schedule
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Displays pledges with balances greater than zero. Overdue amount is broken down in 30-day periods, and future expected amounts for the next 11 fiscal years are shown. Set an "as of" date with an interval, and filter by fund, unit, or arrears months. | R | |||
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Soft Credit Report
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Displays a list of soft credit gifts and the prospects associated with those soft credits. Apply user-defined a date range; filter by soft credit type. Drill down to prospect summary, gift and payment records in ClearView. | R | |||
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Split-Gift Designation
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Displays details of the transactions that make up a split gift, including appeal, fund, pay date, and amount. Apply a user-defined the date range; drill down to payment and prospect records in ClearView. | R | |||
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Top Performing Appeals/Funds (xx Gifts)
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Displays a list of gift totals per fund or appeal, allowing the user to select year type, and set how many gifts to display in the detail report. Drill down to the detail report for top gifts, then to gift, payment, and prospect records in ClearView. | R | |||
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Year Over Year Cumulative Gift Summary Comparison (line)
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Displays the total cumulative amount of giving for the current year and the previous year, allowing the user to define year type (fiscal or calendar), view (weekly, monthly, quarterly), and filter by solicitor(s). | R | |||
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Year Over Year Gift Summary
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Displays a comparison between the current and previous year in both a line graph and a list, allowing the user to select calendar or fiscal year, filter by solicitor, and view by weekly, monthly, or quarterly totals. | R | |||
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Year Over Year Gift Summary Comparison (cross)
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Displays the total amount of giving for the current year and the previous year, allowing the user to define year type (fiscal or calendar), view (weekly, monthly, quarterly), and filter by solicitor(s). | R | |||
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Year Over Year Gift Summary Comparison (line)
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Displays the total amount of giving for the current year and the previous year, allowing the user to define year type (fiscal or calendar), view (weekly, monthly, quarterly), and filter by solicitor(s). | R | |||
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Dashboard
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Gift Summary by Giving Range Dashboard
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Displays the following reports as dashboard panels: Gift Summary by Year, Giving Range, Counts (h-bar), Gift Summary by Year, Giving Range, Dollars (h-bar), and Gift Summary by Year and Giving Range (list). Learn more ... | R | |
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Open Ask Summary Dashboard
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Displays the following reports as dashboard panels: Open Ask Summary (h-bar) and Open Ask Summary (cross). Learn more ... | R | |
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Pipeline Summary Dashboard
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Displays the following reports as dashboard panels: Pipeline Summary by Stage (pie), Pipeline Summary by Stage (h-bar), and Pipeline Summary by Probability (h-bar). Learn more ... | R | |
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Year Over Year Gift Summary by Time Period Dashboard
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Displays the following reports as dashboard panels: Year Over Year Cumulative Gift Summary Comparison (line), Year Over Year Gift Summary Comparison (line), and Year Over Year Gift Summary Comparison (cross). Learn more ... | R | |
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Major Donor
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Donor Profile
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Contact info, giving summary, gift details, opportunities, actions, a bio, alumni, connections, committees, events, greetings, memos, orders, payments, planned gifts, political activity, relationships, research, subscriptions, work history and more. | R | Donor - Basic | ||||
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Volunteers by Event (list)
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Displays volunteer information, allowing the user to filter by event name and by volunteer active/inactive status. | R | Donor - Basic | ||||
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Opportunity Management
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Closed Opportunities by Solicitor
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Displays a graph comparing closed opportunities for a user-selected solicitor(s) and organization-wide; also shows a table with projected and final amounts per closed opportunity. Filter by date range, solicitor and outcome; drill down to ClearView. | R |
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Gift Performance by Solicitor Summary
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Displays gift summary information, allowing the user to select the solicitor, year type, and if all gifts or only those from an opportunity are included. The report charts year-to-year comparison data, and provides access to detailed gift records. |
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My Opportunity Pipeline Analysis Report
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Shows a chart and table totaling the number of opportunities within each pipeline stage, and the projected value of each stage for the solicitor running the report. The user can define a date range, and drill down to prospect and opportunity details. | R | Solicitor | |||
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Opportunity Pipeline Analysis Report
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Shows a chart and table totaling the number of opportunities and the projected value of each stage; drill down to detail report. Filter by solicitor and opportunity type; set group and sort outputs. Access ClearView prospect and opportunity records. | R | Solicitor | |||
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Opportunity to Gift Detail
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Displays gift(s) per opportunity grouped by solicitor or opportunity type, with variance calculations. Filter by solicitor(s) and date range, and set an order. Choose summary or detail output; drill down to ClearView prospect and opportunity records. | R | ||||
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Pipeline Movement Analysis Report
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Charts pipeline movement by number of opportunities and projected value, as well as a velocity comparison of solicitors and the organization average. A user can filter by solicitor and opportunity type; drill down to prospect and opportunity details. | R | ||||
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Pipeline Movement by Solicitor
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Displays a table showing pipeline stage movement, including projected amount and close date columns. Filter by date range, group by solicitor or opportunity type, and set an order preference. Drill down to ClearView prospect and opportunity records. | R | ||||
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Pipeline Movement by Solicitor (table)
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Displays a table illustrating movement from previous to current pipeline stage, allowing the user to filter by solicitor(s). | R | ||||
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Pipeline Summary
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Displays summary data for opportunities, either by stage or by probability of acquisition, allowing the user to filter by solicitor. In addition to a graph, the report also includes a breakdown of totals for each solicitor, as well as a grand total. | R | Solicitor | |||
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Pipeline Velocity by Solicitor (cross)
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Displays the amount of time taken to move from one opportunity stage to the next, allowing the user to filter by solicitor(s). | R | ||||
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Solicitor
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Name & Preview |
Description |
(R)un / (S)chedule |
Additional Category |
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Gift Performance by Solicitor Summary
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Displays gift summary information, allowing the user to select the solicitor, year type, and if all gifts or only those from an opportunity are included. The report charts year-to-year comparison data, and provides access to detailed gift records. |
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Gift Summary by Solicitor and Time Period
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Displays a comparison of solicitor gift performance for the current and previous year. The user can set the report to summarize on either total or average amounts. The user can also select a year type (Fiscal or Calendar), and filter by solicitor. |
R | Gift and Pledge | ||
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My Opportunity Pipeline Analysis Report
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Shows a chart and table totaling the number of opportunities within each pipeline stage, and the projected value of each stage for the solicitor running the report. The user can define a date range, and drill down to prospect and opportunity details. |
R | |||
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Opportunity Pipeline Analysis Report
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Shows a chart and table totaling the number of opportunities and projected value within each pipeline stage. The user can filter by solicitor and opportunity type, as well as set group and sort outputs; drill down to prospect and opportunity details. |
R | |||
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Pipeline Summary
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Displays summary data for opportunities, either by stage or by probability of acquisition, allowing the user to filter by solicitor. In addition to a graph, the report also includes a breakdown of totals for each solicitor, as well as a grand total. |
R | |||
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Solicitor Activity Performance Summary
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Shows a chart and table totaling the number of actions by type. A user can set a date range, filter by solicitor, and choose to exclude actions that are undefined. Drill down to a detail report for access to prospect, opportunity, and action records. |
R | Action | ||
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