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This report criteria panel is very useful for Telling Theatre Manager how you want multiple donations for the same patron aggregated (or not) when you are trying to produce the program listing reports. There are two options:

Parts of the Insert Summary Tab

If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.

Donation Giving Level Matrix

Matching Gifts
Checkbox - Add matching gift amount to patron's recognition when calculating their giving level If the patron is part of a matching gift program, then the matching gift will be included in the totals when this box is checked.
Soft Credits
Checkbox - Add Soft Credits to patron's recognition when calculating their giving level If the patrons has soft credits in the donor history, these will be added to the totals then this box is checked.
Summarize Select one of:
Each donation is shown individually within its own unique giving level matrix Sets all donations that are in separate giving level matrices to be listed individually when selected.
Combine each donation into a single giving level matrix based on sort name If a patron has donations in multiple giving level matrices, then all donations that have the same sort name attached will be combined into a single matrix of the user's choice. This will remove double-entered patrons if the donations contain the same sort name.
Combine each donation into a single giving level matrix based on program name If a patron has donations in multiple giving level matrices, then all donations that have the same program name attached will be combined into a single matrix of the user's choice. This will remove double-entered patrons if the donations contain the same program name.
Combine each donation into a single giving level matrix based on patron name If a patron has donations in multiple giving level matrices, then all donations that have the same patron name attached will be combined into a single matrix of the user's choice. This will remove double-entered patrons if the donations contain the same patron name.
Combine each donation into a single giving level matrix based on patron number If a patron has donations in multiple giving level matrices, then all donations that have the same patron number attached will be combined into a single matrix of the user's choice. This will remove double-entered patrons if the donations contain the same patron number.
Combine each donation into a single giving level matrix based on household number If many people in a household have given donations, then all donations that have the same household number will be combined into a single matrix of the user's choice. This will aggregate donations for the same household.The name that is chosen when combining by household will follow these rules
  1. The primary household patron, if any one donation is listed under their name
  2. The highest value combined donor patron (if the primary didn't give, but many in the family did)
  3. The name of the patron that gave if there is only one
Giving Level Matrix You will see your own giving level matrices so you can combine the selected donations to reclassify them as you wish.

There are three selections in the example image above which are representative of what venues may have typically set up.

  • Corporate Donation Ranges
  • Individual Donation Ranges
  • Special Benefit Events
Moves to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.