The Donor Biography report displays a complete donor history for a customer including donor activity, memberships, donation transactional history, bundles and contact history. You can access the report through Business Intelligence and Reports application Generated Reports|Reports page or by clicking the 'Donor Biography' button on the Customer Services application Customer|Basic page.
Donor Biography Report Criteria
The following table describes this report's criteria:
|
Criteria |
Description |
|
From Customer Number |
Enables you to specify the first customer in the range of customers whose donation information you would like to display in the report. |
|
To Customer Number |
Enables you to specify the last customer in the range of customers whose donation information you would like to display in the report.
If you do not specify a value, the report will return only the customer specified in the 'From Customer Number' field. |
|
Customer State |
Enables you to filter the report based on the state of the customer account:
-
Active: The customer account can be modified and added to orders. By default, a newly created customer account has an Active state.
-
Suspended: The customer account is read-only and cannot be added to an order.
-
Closed: The customer account is read-only and cannot be added to an order.
|
Donor Biography Report Output
The following image illustrates a sample report.
The following table describes the report output:
|
Column |
Description |
|
Customer Name/Information |
This section displays the customer's name and basic contact information, (e.g. address, postal code, phone number). |
|
Donor Activity |
This section displays the customer's donor activity/history. |
|
Memberships |
This section displays the customer's past and existing memberships, if any. |
|
Transaction History |
This section displays the customer's donational transaction history. |
|
Bundle Information |
This section displays the customer's bundle information. |
|
Contact History |
This section displays a list of the customer's contacts. |