Insert Summary Tab

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:
A PlayBill by giving level that patron names in alphabetical order within a giving level.

PlayBill by giving level (with Totals) report that also shows the aggregated total for the patron - for reference if need be.

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	If the patron is part of a matching gift program, then the matching gift will be included in the totals for patron recognition when this box is checked.
Soft Credits
Checkbox - Add Soft Credits to patron's recognition	If the patrons has soft credits in the donor history, these will be added to the totals then this box is checked.
Future Recurring Donations
Checkbox - Add expected future recurring donations	If the patrons has recurring donations that are included in the giving summary, then Theatre Manager will Determine possible future value of the recurring donations not yet created up till the date specified and add it to the program recognition If Matching Gifts is also checked, then an estimate of the matching gift will be added for the future recurring donations based on the minimum, maximum and ratio settings in the matching gift tab for the matching gift patron

Summarize Multiple Donations for Patron on Program Listing Select to show each donation individually on the program listing -OR- COMBINE them according to one of the criteria below:
Show each donation individually	Shows all donations within their appropriate giving level matrices without any summarization
Combine 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 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 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 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 The primary household patron, if any one donation is listed under their name The highest value combined donor patron (if the primary didn't give, but many in the family did) 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.