| Reporting View | Description | Key & Frequency | Recommended Search Columns |
| ADVANCEMENT_RATING
| Contains detail information for all internal and external ratings associated with a constituent or identified prospect.One row per entity per rating type per rating.| ENTITY_UID | | |
ADVANCEMENT_RATING_SLOT
| Uses external rating data from the ADVANCEMENT_RATING reporting view. Displays up to 3 sets of values based on the defined display rule(s) with an internal group of EXTERNAL SOURCE and a delivered or institution defined internal code. Delivered internal codes of ALUMEXRS may be used independently by the institution.One row per entity per profile code per advancement rating rule.ENTITY_UID, PROFILE_CODE, ADVANCEMENT_RATING_RULE
ACTIVITY_DATE | | |
ANNUAL_GIVING
| Contains giving history for all donors on a per fiscal year basis for any years in which donations were received or promised. Includes total number of gifts and pledges, total giving amounts, pledge payments received, highest gift amount, total matching gifts, gift society counts and more.One row per entity per fiscal year.| ENTITY_UID, FISCAL_YEAR | | |
ANNUAL_GIVING_SLOT
| Uses data from the ANNUAL_GIVING reporting view. Displays annual giving details for donors with giving activity in any of the 6 most recent fiscal years. There are currently no associated display rules.One row per entity.ENTITY_UID
ACTIVITY_DATE | | |
ASC_CONSTITUENT
| ASC Constituent was created in order to contain commonly-referenced items from both Person and Organization constituents in one folder. More items from several related Person and Organization folders can be acquired by using existing, or by creating new, joins to those folders.Entity_UID | | |
ASC_GIFT
| ASC Gift was created to consolidate data from several gift sources, and to include hard, soft, and vehicle credits. Hard credits are gifts or pledges associated with a primary donor. Soft credits represent additional donors associated to the same gift. This often happens when a spouse is associated with a gift. One spouse will be given the status of primary donor, and the gift record that includes that spouse ID will be designated the hard credit. A similar record will exist for the other spouse, but the record will be designated a soft credit. This folder contains multiple gift records for the same gift if there are multiple donors. The primary donor will have the Donation Entity_UID equal to the Donor Entity_UID and will have a Donation Credit Type of H. Any secondary donors will have a record where the Donor Entity_UID refers to the secondary donor and where the Donation Entity_UID refers to the primary donor, and the Donation Credit Type will be S. Donor_Entity_UID | | |
ASC_GIFT_TOTALS_BY FISCALYEAR
| ASC Gift Totals By Fiscal Year was created to enable historical reporting. It is a custom view that goes against the ASC Gift and ASC Pledge folders for each entity in ASC Constituent.Entity_UID | | |
ASC_PA_DONORS
| ASC PA Donors was created to facilitate a report that needed historical degree information for a person and his or her spouse. It is a custom view that goes against the ASC Gift, ASC Constituent, Constituent, Special Activity, and Degree folders.Each person has only one entry in the table, uniquely identified by ENTITY_UID. ID is the NEU identifier visible to end-users. | | |
ASC_PLEDGE
| ASC Pledge was created to consolidate data from several pledge sources, and to include hard, soft, and vehicle credits. Hard credits are gifts or pledges associated with a primary donor. Soft credits represent additional donors associated to the same gift. This often happens when a spouse is associated with a gift. One spouse will be given the status of primary donor, and the gift record that includes that spouse ID will be designated the hard credit. A similar record will exist for the other spouse, but the record will be designated a soft credit. This folder contains multiple gift records for the same gift if there are multiple donors. The primary donor will have the Donation Entity_UID equal to the Donor Entity_UID and will have a Donation Credit Type of H. Any secondary donors will have a record where the Donor Entity_UID refers to the secondary donor and where the Donation Entity_UID refers to the primary donor, and the Donation Credit Type will be S.Donation_Entity_UID | | |
ASC_TNF_PLEDGE_REMINDER
| ASC TNF Pledge Reminder is a custom view that selects data from the Pledge Installment, ASC Gift and ASC Pledge folders for each entity in ASC Constituent where its that entitys most recent gift, they are not deceased, have a valid address and are not considered an excluded entity. Most importantly, the data set returns data only where an Entity UID has not paid their entire pledged amount (pledge balance is not zero).ID | | |
CAMPAIGN
| Contains data about the campaign. This contains information about campaign goal and progress, total pledges, pledge payments and gifts with matching information and various counts.One occurrence per campaign.| CAMPAIGN_TYPE | | |
CAMPAIGN_COMMENT
| Contains all comments about this campaign.Multiple occurrences per campaign.CAMPAIGN_TYPE
CAMPAIGN, COMMENT_SEQUENCE | | |
CAMPAIGN_DESIGNATION
| Contains data about the combination of campaign designation. This contains information about campaign designation goal and progress, total pledges, pledge payments and gifts with matching information and various counts.One occurrence per campaign per designation.CAMPAIGN_TYPE
CAMPAIGN, DESIGNATION
DESIGNATION
DESG_TYPE
DESG_GROUP | | |
CAMPAIGN_EXPENSE
| Contains information about all campaign expenses.One occurrence per campaign per expense sequence number.CAMPAIGN_TYPE
CAMPAIGN, EXPENSE_SEQUENCE
EXPENSE_TYPE | | |
CAMPAIGN_FUNDRAISER
| Contains detail information for each solicitor assigned to the campaign by solicitation type and or by solicitor organization or by neither.One row per campaign per solicitor type per solicitor organization per solicitor uid.CAMPAIGN_TYPE
CAMPAIGN, SOLICITATION_TYPE, SOLICITOR_ORGANIZATION, SOLICITOR_UID
SOLICITOR_UID
SOLICITOR_ORGANIZATION | | |
CAMPAIGN_GIVING_HISTORY
| Contains campaign giving history for all donors on a per fiscal year basis for any years in which donations were made, promised or credit was received by the donor. Includes campaign details, total giving amounts, amounts pledged and paid, multiple and memo credit earned and associated matching gifts received. One row per entity per campaign per fiscal year.CAMPAIGN_TYPE
ENTITY_UID, CAMPAIGN | | |
CAMPAIGN_MAIL
| Contains all the mailing codes assigned to the campaign.One occurrence per campaign per mail code.CAMPAIGN_TYPE
CAMPAIGN, MAIL_CODE
MAIL_CODE | | |
CAMPAIGN_SOLICITATION
| Contains data about solicitation types as it pertains to the campaign. This contains information about campaign solicitation type goal and progress, total pledges, pledge payments and gifts with matching information and various counts.One occurrence per campaign per solicitation.CAMPAIGN_TYPE
CAMPAIGN, SOLICITATION_TYPE
SOLICITATION_TYPE | | |
CONSTITUENT
| Contains profile information relevant to persons who have had an association or philanthropic interest in the institution. Data includes donor and prospect indicators, class, college, donor category, spouse, child and hometown details, summary giving information and confidentiality and deceased indicators.One row per person.| PERSON_UID | | |
CONSTITUENT_CONF_COMMENT
| Contains confidential comments for constituent entities.One occurrence per entity uid per comment group sequence number per staff iden.| ENTITY_UID, COMMENT_GROUP_SEQUENCE, STAFF_IDEN, STAFF_IDEN_USER_ID | | |
CONSTITUENT_CONF_COMMENT_SUBJ
| Contains subject tag indexing for prospect confidential comments. This is to be used with PROSPECT_CONFIDENTIAL_COMMENT to aid in filtering comments by keyword.One occurrence per entity uid per comment group sequence number per staff iden per comment subject.| ENTITY_UID, COMMENT_GROUP_SEQUENCE, COMMENT_SUBJECT, STAFF_IDEN | | |
CONSTITUENT_CONTACT
| Contains details related to each contact or follow up action with a constituent or prospect.One row per entity per contact reference item number.| PERSON_UID | | |
CONSTITUENT_ENTITY
| Contains entire constituent population; i.e. persons and organizations. General information includes name details, primary contact for organizations, preferred address, telephone, birth date and deceased indicator, as applicable.One row per entity.ENTITY_UID
ENTITY_UID, ENTITY_IND
ENTITY_IND | | |
CONSTITUENT_PLAN
| Contains details related to each scheduled move and each contact or follow up action associated with a prospect plan for a prospect.Multiple rows per entity per project.| PERSON_UID | | |
CONSTITUENT_STAFF_ASSIGN
| Contains a listing of each staff person assigned to a prospect.One row per entity per staff type per staff identifier or staff UID.| ENTITY_UID | | |
DEGREE
| Contains detail information for each degree earned by a constituent from this or any other institution.One row per person per degree number.PERSON_UID
MAJOR1, DEGREE
COLLEGE, DEPARTMENT1 | | |
DEGREE_SLOT
| Uses data from the DEGREE reporting view. Displays a subset of information for up to 3 degrees earned by a constituent, starting with the most recent degree. There are currently no associated display rules.One row per person per institution indicator.PERSON_UID, INSTITUTION_IND
ACTIVITY_DATE | | |
DESIGNATION
| Contains data about a designation. This contains designation information, total pledges, pledge payments and gifts with matching information and various counts for the designation.One occurrence per designation.DESIGNATION
DESG_TYPE
DESG_GROUP | | |
DESIGNATION_ACCOUNTING
| Contains designation accounting distribution information for pledges, payments, gifts, and expenditures.One occurrence per designation.DESIGNATION
DESG_TYPE
DESG_GROUP | | |
DESIGNATION_ADJUSTMENT
| Contains data about monetary adjustments to designations.One occurrence per designation per designation adjustment sequence.DESIGNATION
DESG_TYPE
DESG_GROUP
DESIGNATION, DESG_ADJUSTMENT_SEQUENCE | | |
DESIGNATION_ATTRIBUTE
| Contains attribute information about a designation.One occurrence per designation per attribute.DESIGNATION
DESG_TYPE
DESG_GROUP
DESIGNATION, DESIGNATION_ATTRIBUTE
DESIGNATION_ATTRIBUTE, DESIGNATION | | |
DESIGNATION_CLASS_YEAR
| Contains information about class years associated to a designation.Multiple occurrences per designation per class year.DESIGNATION
DESG_TYPE
DESG_GROUP
DESIGNATION, DESIGNATION_CLASS_YEAR
DESIGNATION_CLASS_YEAR, DESIGNATION | | |
DESIGNATION_COMMENT
| Contains comments for designations.One occurrence per designation per comment group sequence number per staff iden.DESIGNATION
DESG_TYPE
DESG_GROUP
DESIGNATION, COMMENT_GROUP_SEQUENCE, STAFF_IDEN | | |
DESIGNATION_COMMENT_SUBJ
| Contains subject tag indexing for designation comments. This is to be used with DESIGNATION_COMMENT to aid in filtering comments by keyword.One occurrence per designation per comment group sequence number per staff iden per comment tag.DESIGNATION
DESIGNATION, COMMENT_GROUP_SEQUENCE, STAFF_IDEN
DESIGNATION, COMMENT_GROUP_SEQUENCE, STAFF_IDEN, COMMENT_SUBJECT
COMMENT_SUBJECT | | |
DESIGNATION_FINAID_FUND
| Contains information about financial aid funds associated to a designation.Multiple occurrences per designation per financial aid fund.DESIGNATION
DESG_TYPE
DESG_GROUP
DESIGNATION, FINANCIAL_AID_FUND
FINANCIAL_AID_FUND, DESIGNATION
FUND_SOURCE | | |
DESIGNATION_GIVING_HISTORY
| Contains designation giving history for all donors on a per fiscal year basis for any years in which donations were made, promised or credit was received by the donor. Includes designation details, total giving amounts, amounts pledged and paid, multiple and memo credit earned and associated matching gifts received.One row per entity per designation per fiscal year.DESIGNATION
DESG_TYPE
DESG_GROUP
ENTITY_UID, DESIGNATION | | |
DESIGNATION_ID
| Contains information about contacts, report recipients, and other individuals or organizations associated to a designation.One row per designation per designation id.DESIGNATION
DESG_TYPE
DESG_GROUP
DESIGNATION, ENTITY_UID, ID_TYPE | | |
DONOR_CATEGORY
| Contains all donor categories associated with a constituent. Details including donor category alumni indicator, spouse only indicator, VSE categories, and reporting priority.One row per entity per donor category.| ENTITY_UID | | |
DONOR_CATEGORY_SLOT
| Uses data from the DONOR_CATEGORY reporting view. Displays the category code, description and alumni indicator for up to 4 donor categories associated to a constituent. The categories displayed are selected based on reporting priority, starting with the highest priority. There are currently no associated display rules.One row per entity.ENTITY_UID
ACTIVITY_DATE | | |
EXCLUSION
| Contains all forms of communication from which the constituent should be excluded. Includes the exclusion, exclusion date, exclusion end date, exclusion comment, active exclusion Indicator ,exclude phone indicator and exclude mail indicator.One row per entity per exclusion per exclusion date| ENTITY_UID,EXCLUSION | | |
EXCLUSION_SLOT
| Uses data from the EXCLUSION reporting view. Displays up to 4 sets of values based on the defined display rule(s) with an internal group of EXCLUSION and a delivered or institution defined internal code. Delivered internal codes of ALUMEXCL, DESGEXCL and CAMPEXCL may be used independently by the institution. Uses Active data from the EXCLUSION reporting view.One row per entity per profile code per exclusion rule.ENTITY_UID, PROFILE_CODE, EXCLUSION_RULE
ACTIVITY_DATE | | |
FUNDING_INTEREST
| Contains all potential target projects or interest areas associated to an identified prospect as well as all funding areas associated to an advancement organization for potential matching gift opportunities.One row per entity per interest.| ENTITY_UID | | |
FUNDING_INTEREST_SLOT
| Uses data from the FUNDING_INTEREST reporting view. Displays up to 4 sets of values based on the defined display rule(s) with an internal group of FUNDING and a delivered or institution defined internal code. Delivered internal codes of ALUMFUND may be used independently by the institution.One row per entity per profile code per funding interest rule.ENTITY_UID, PROFILE_CODE, FUNDING_INTEREST_RULE
ACTIVITY_DATE | | |
GIFT
| Contains detail information for all gift/payments received from or multiple credit awarded to donors at the designation level with supplemental information related to donor attributes, associated matching gifts and solicitations.One row per entity per gift number per pledge number per campaign per designation.CAMPAIGN_TYPE
ENTITY_UID, ENTITY_IND
ENTITY_IND
DESIGNATION
DESG_TYPE
DESG_GROUP
ENTITY_UID, GIFT_NUMBER, PLEDGE_NUMBER, CAMPAIGN, DESIGNATION
GIFT_DATE
FISCAL_YEAR
CAMPAIGN, PLEDGE_NUMBER
ENTITY_UID, PLEDGE_NUMBER
SOLICITOR_UID | | |
GIFT_ASSOCIATED_ENTITY
| Contains all entities associated with a gift or payment including description, comments and details for an active associated entity address if applicable. One row per entity per gift number per association per associated UID.ENTITY_UID
ENTITY_UID, GIFT_NUMBER
ASSOCIATED_ENTITY_UID
ASSOCIATION
GIFT_NUMBER | | |
GIFT_AUXILIARY
| Contains auxiliary information for individual gifts, including alternative recognition donor categories or class years, details related to any associated quid pro quo benefits/premiums or the face/market values of the gift.One row per entity per gift number per auxiliary type.ENTITY_UID, GIFT_NUMBER
GIFT_NUMBER | | |
GIFT_MATCHING
| Contains designation level detail for each anticipated matching gift associated with an eligible donor gift or pledge payment.One row per entity per gift number per campaign per designation per match employer UID.CAMPAIGN_TYPE
DESIGNATION
DESG_TYPE
DESG_GROUP
ENTITY_UID, GIFT_NUMBER
MATCH_EMPLOYER_UID, GIFT_NUMBER | | |
GIFT_MATCHING_DETAIL
| Contains information pertaining to each matching gift number associated with an eligible original donor gift.One row per entity per gift number per match gift number.ENTITY_UID, GIFT_NUMBER
MATCH_EMPLOYER_UID, GIFT_NUMBER | | |
GIFT_MATCHING_TRANSACTION
| Contains information pertaining to each anticipated matching gift associated with an eligible donor gift or pledge payment.One row per entity per gift number per match employer UID.ENTITY_UID, GIFT_NUMBER
MATCH_EMPLOYER_UID, GIFT_NUMBER | | |
GIFT_MEMO
| Contains detail information for all memo credit awarded (or received) at the designation level including donor, recipient, gift/pledge numbers, designation amount, memo credit amount, match gift indicator and 3rd party payment details.One row per entity per gift number per pledge number per campaign per designation per memo UID.CAMPAIGN_TYPE
DESIGNATION
DESG_TYPE
ENTITY_UID, GIFT_NUMBER
MEMO_UID, GIFT_NUMBER
FISCAL_YEAR
GIFT_DATE | | |
GIFT_MULTIPLE
| Contains detail information for all multiple credit awarded (or received) at the designation level including donor, recipient, gift/pledge numbers, designation amount, multiple credit amount, match gift indicator and 3rd party payment details.One row per entity per gift number per pledge number per campaign per designation per multiple UID.CAMPAIGN_TYPE
DESIGNATION
DESG_TYPE
ENTITY_UID, GIFT_NUMBER
MULTIPLE_UID, GIFT_NUMBER | | |
GIFT_SOCIETY
| Contains detail information for all gift societies to which a constituent has been associated by gift society year, including member leadership position as applicable.One row per entity per gift society year per gift society.| ENTITY_UID | | |
GIFT_SOCIETY_SLOT
| Uses data from the GIFT_SOCIETY reporting view. Displays up to 6 sets of values based on the defined display rule(s) with an internal group of GIFT SOCIETY and a delivered or institution defined internal code. Delivered internal codes of ALUMDCST may be used independently by the institution. Populated by starting with this year and continues 5 years previous.One row per entity per profile code per gift society rule.ENTITY_UID, PROFILE_CODE, GIFT_SOCIETY_RULE
ACTIVITY_DATE | | |
GIFT_TRANSACTION
| Contains transaction level information for each individual gift/payment received from a donor with supplemental information related to donor attributes, associated matching gifts and solicitations.One row per gift number.ENTITY_UID, ENTITY_IND
ENTITY_IND
ENTITY_UID, GIFT_NUMBER
GIFT_DATE
FISCAL_YEAR
SOLICITOR_UID | | |
LOV_Z_ALUMNI_STATUS
| List of values for alumni status Loaded Daily from BANNER tables | | |
MEMBERSHIP
| Contains detail information for all memberships to which a constituent is or has been a member including entry and expiration dates, duration, membership dues, dues amount paid/owed and member status.One row per entity per membership program per membership number.ENTITY_UID
MEMBERSHIP_PROGRAM, ENTITY_UID, MEMBERSHIP_NUMBER
MEMBERSHIP_CATEGORY | | |
MEMBERSHIP_INTEREST
| Contains listing of all interests to which this constituent is associated in this membership program. Includes general membership information and interest related details such as promotion type, transaction posting date and type of payment.One row per entity per membership program per membership number per interest per membership transaction number.ENTITY_UID
MEMBERSHIP_PROGRAM, ENTITY_UID, MEMBERSHIP_NUMBER
MEMBERSHIP_CATEGORY
ENTITY_UID, MEMBERSHIP_PROGRAM, MEMBERSHIP_NUMBER, MEMBERSHIP_TRANSACTION_NUMBER
MEMBERSHIP_PROMOTION
INTEREST | | |
ORGANIZATIONAL_CONSTITUENT
| Contains profile information relevant to organizations that have had an association or philanthropic interest in the institution. Data includes donor and prospect indicators, primary donor category, matching gift rules and summary giving information.One row per entity.| ENTITY_UID | | |
ORGANIZATION_CONTACT
| Contains information related to all contacts associated with an advancement organization including primary contact indicator, contact type, contact start and end date, job category, title, contact name, primary address, phone, fax and email.One row per entity per contact sequence number.| ENTITY_UID | | |
ORGANIZATION_CONTACT_SLOT
| Uses data from the ORGANIZATION_CONTACT reporting view. Displays up to 2 sets of values based on the defined display rule(s) with an internal group of SECONDARY CONTACT and a delivered or institution defined internal code. Delivered internal codes of ALUMOCON may be used independently by the institution.One row per entity per profile code per organization contact rule.ENTITY_UID, PROFILE_CODE, ORGANIZATION_CONTACT_RULE
ACTIVITY_DATE | | |
ORGANIZATION_FUNDING_AREA
| Contains areas of interests fundable by an organization.One row per organization per funding area.ENTITY_UID
FUNDING_AREA | | |
PLEDGE
| Contains detail information for all pledge commitments received from or multiple credit promised to donors at the designation level with supplemental information related to associated matching pledges and solicitations.One row per entity per pledge number per campaign per designation.CAMPAIGN_TYPE
DESIGNATION
DESG_TYPE
DESG_GROUP
ENTITY_UID, PLEDGE_NUMBER, CAMPAIGN, DESIGNATION
FISCAL_YEAR
PLEDGE_DATE
SOLICITOR_UID | | |
PLEDGE_ASSOCIATED_ENTITY
| List of all entities and related information associated with a pledge or payment.One row per entity per pledge per associated entity.ENTITY_UID
ENTITY_UID, PLEDGE_NUMBER, ASSOCIATED_ENTITY_UID, ASSOCIATION
ASSOCIATED_ENTITY_UID
ASSOCIATION
PLEDGE_NUMBER | | |
PLEDGE_AUXILIARY
| Contains auxiliary information for individual pledges, including alternative recognition donor categories or class years, details related to any associated quid pro quo benefits/premiums or the face/market values of the gift.One row per entity, i.e., person or organization, per auxiliary pledge record.ENTITY_UID, PLEDGE_NUMBER, AUXILIARY_TYPE
ENTITY_UID, AUXILIARY_TYPE
AUXILIARY_TYPE
PLEDGE_NUMBER | | |
PLEDGE_CONDITIONAL
| Contains information pertaining to conditional pledges.One row per pidm per pledge number per sequence number.ENTITY_UID, PLEDGE_NUMBER, SEQUENCE_NUMBER
ENTITY_UID, CONDITION_TYPE
CONDITION_TYPE
PLEDGE_NUMBER | | |
PLEDGE_INSTALLMENT
| Contains information related to a pledge installment plan on a per scheduled installment basis. Includes plan duration and frequency and installment details including amount due, date due, amount paid and reminder details.One row per entity per pledge per installment number.| ENTITY_UID, PLEDGE_NUMBER, INSTALLMENT_NUMBER | | |
PLEDGE_MATCHING
| Contains information pertaining to each potential matching gift associated with an eligible donor pledge at the designation level.One row per entity per pledge number per match employer UID per campaign per designation.CAMPAIGN_TYPE
DESIGNATION
DESG_TYPE
DESG_GROUP
ENTITY_UID
MATCH_EMPLOYER_UID | | |
PLEDGE_MATCHING_TRANSACTION
| Contains information pertaining to each potential matching gift associated with an eligible donor pledge.One row per pidm per employer matching pidm per pledge number.ENTITY_UID
MATCH_EMPLOYER_UID | | |
PLEDGE_TRANSACTION
| Contains transaction level information for all pledge commitments received from a donor, with supplemental information related to associated matching pledges and solicitations.One row per entity per pledge.ENTITY_UID, PLEDGE_NUMBER
FISCAL_YEAR
PLEDGE_DATE
SOLICITOR_UID | | |
PROJECT_INTEREST
| Contains an unlimited number of project or interest areas that a prospect may be interested in supporting.One row per entity per project.ENTITY_UID
PROJECT | | |
PROSPECT_CONFIDENTIAL_COMMENT
| Contains confidential comments on prospects.One occurrence per prospect per comment group sequence number per staff iden.| ENTITY_UID, COMMENT_GROUP_SEQUENCE, STAFF_IDEN | | |
PROSPECT_CONF_COMMENT_SUBJ
| Contains subject tag indexing for prospect confidential comments. This is to be used with PROSPECT_CONFIDENTIAL_COMMENT to aid in filtering comments by keyword.One occurrence per prospect per comment group sequence number per staff iden per comment tag.ENTITY_UID, COMMENT_GROUP_SEQUENCE, STAFF_IDEN
ENTITY_UID, COMMENT_GROUP_SEQUENCE, COMMENT_SUBJECT, STAFF_IDEN
COMMENT_SUBJECT | | |
PROSPECT_CONTACT_EXPENSE
| Contains a list of all expenses related to the contact for this prospect for the responsible staff member assigned.Multiple rows per entity per contact reference item number, per expense type.ENTITY_UID, PERSON_RESPONSIBLE_IDEN, EXPENSE_TYPE
EXPENSE_TYPE | | |
PROSPECT_CONTACT_STAFF
| Contains each staff member identified as an attendee for the prospect contact.One row per entity per contact reference item number per staff member.| PERSON_UID, ITEM_REF_NUMBER | | |
PROSPECT_INFO
| Contains summary profile information for each identified prospect including reference information, status, target ask amount and date, primary staff assignment detail and ratings, geo-region and assigned staff counts.One row per entity.| ENTITY_UID | | |
PROSPECT_MOVES_MANAGEMENT
| Contains details related to each scheduled move and each contact or follow up action associated with a prospect plan for a prospect.Multiple rows per entity per project.| ENTITY_UID | | |
PROSPECT_PROPOSAL
| Contains detail information for each proposal associated with a prospect on a per proposal project basis.One row per entity per proposal per proposal project.| ENTITY_UID | | |
PROSPECT_PROPOSAL_MASTER
| Contains detail information for each proposal associated with a prospect on a per proposal project basis.One row per entity per proposal.| ENTITY_UID, PROPOSAL, PROPOSAL_SEQUENCE_NUMBER | | |
PROSPECT_PROPOSAL_PROJECT
| Contains detail information for each proposal associated with a prospect on a per proposal project basis.One row per entity per proposal per proposal project.ENTITY_UID, PROPOSAL, PROPOSAL_SEQUENCE_NUMBER
ENTITY_UID, PROPOSAL, PROPOSAL_SEQUENCE_NUMBER, PROPOSAL_PROJECT | | |
PROSPECT_PROPOSAL_RESULT
| Contains detail information for each proposal associated with a prospect on a per proposal project basis for each result.One row per entity per proposal per proposal project per proposal result sequence.ENTITY_UID, PROPOSAL, PROPOSAL_SEQUENCE_NUMBER
ENTITY_UID, PROPOSAL, PROPOSAL_SEQUENCE_NUMBER, PROPOSAL_PROJECT
ENTITY_UID, PROPOSAL, PROPOSAL_SEQUENCE_NUMBER, PROPOSAL_PROJECT, PROPOSAL_RESULT_SEQUENCE | | |
PROSPECT_STAFF_ASSIGNMENT
| Contains a listing of all staff assigned to a prospect. This may be through direct staff assignment, a proposal assignment, or a prospect management contact.One row per entity per staff type per staff identifier or staff UID.| ENTITY_UID, STAFF_TYPE | | |
SOLICITATION
| Contains detail information for each solicitation associated with a donor pledge or gift on a per campaign basis. Includes gift pledge indicator, gift number, pledge number, campaign, solicitation type, solicitor organization, solicitor details, solicitation amount, actual amount, and credit recipient UID as applicable.One row per entity per gift number per pledge number per solicitation type per campaign.CAMPAIGN
ENTITY_UID
ENTITY_UID, GIFT_NUMBER, PLEDGE_NUMBER, GIFT_PLEDGE_IND
ENTITY_UID, PLEDGE_NUMBER, GIFT_PLEDGE_IND
SOLICITOR_UID
SOLICITOR_ORGANIZATION | | |
SOLICITOR_ASSIGNMENT
| Contains data about solicitation assignments. This includes information about constituents assigned to either a campaign, type of solicitation, solicitor organization and or solicitor with ask amounts and ask dates.One occurrence per campaign per solicitation_type per solicitor_organization per solicitor_uid per assignment_sequence_number per solicitation_year.CAMPAIGN_TYPE
CAMPAIGN, SOLICITATION_TYPE, SOLICITOR_ORGANIZATION, SOLICITOR_UID, ASSIGNMENT_SEQUENCE_NUMBER, SOLICITATION_YEAR
SOLICITOR_UID
SOLICITOR_ORGANIZATION
RATING | | |
SOLICITOR_ASSIGNMENT_RESULT
| Contains data about the results of a solicitation contact. Information about results of an assigned contacts to either a campaign, type of solicitation, solicitor organization and or solicitor with the type of contact, results, date of solicitation, gift and pledge number.One occurrence per campaign per solicitation_type per solicitor_organization per solicitation_year per solicitor_uid per contact_sequence_number per sequence_number.CAMPAIGN_TYPE
CAMPAIGN, SOLICITATION_TYPE, SOLICITOR_ORGANIZATION, SOLICITOR_UID, ASSIGNMENT_SEQUENCE_NUMBER, SOLICITATION_YEAR, RESULT_SEQUENCE_NUMBER
SOLICITOR_UID
SOLICITOR_ORGANIZATION
CONTACT
RESULT | | |
SOLICITOR_ORGANIZATION
| Contains detail information for each solicitor organization, who the contact is, participation goal, dollar goal, and anticipated donor count.One row per solicitor organization.| SOLICITOR_ORGANIZATION, CONTACT_ENTITY_UID | | |
SOLICITOR_ORGANIZATION_COMMENT
| Contains comments for a solicitor organization.One occurrence per solicitor per sequence number.SOLICITOR_ORGANIZATION
SOLICITOR_ORGANIZATION, COMMENT_SEQUENCE_NUMBER | | |
SOLICITOR_ORGANIZATION_GOAL
| Contains detail information for each solicitor organization, who the contact is, participation goal, dollar goal, and anticipated donor count.One row per solicitor organization per year.SOLICITOR_ORGANIZATION
SOLICITOR_ORGANIZATION, GIFT_SOCIETY_YEAR | | |
SOLICITOR_ORG_FUNDRAISER
| Contains detail information for each solicitor assigned to the solictor organization.One row per solicitor organization per solicitor.SOLICITOR_ORGANIZATION
SOLICITOR_ORGANIZATION, SOLICITOR_UID | | |
SOLICITOR_ORG_FUNDRAISER_GOAL
| Contains detail information for each solicitor within an organization, who the contact is, participation goal, dollar goal, and anticipated donor count.One row per solicitor organization per solicitor uid per year.SOLICITOR_ORGANIZATION
SOLICITOR_ORGANIZATION, SOLICITOR_UID, GIFT_SOCIETY_YEAR | | |
SPECIAL_ACTIVITY
| Contains details for all special activity tracked by the institution for an entity. Data may include activity comment, activity type, activity category, first year, last year, and total years of participation and leadership role associations for the activity.One row per entity per special activity per leadership role, per leadership activity begin date.ENTITY_UID
SPECIAL_ACTIVITY | | |
SPECIAL_ACTIVITY_SLOT
| Uses data from the SPECIAL_ACTIVITY reporting view. Displays up to 3 sets of values based on the defined display rule with an internal group of ACTIVITY CATEGORY and a delivered or institution defined internal code. Delivered internal codes of ALUMACCG may be used independently by the institution.One row per entity per profile code per special activity rule.ENTITY_UID, PROFILE_CODE, SPECIAL_ACTIVITY_RULE
ACTIVITY_DATE | | |
SPECIAL_ACTIVITY_YEAR
| Contains the years of participation in a special advancement activity for an alumnus. Data will include all of the years recorded for a person's participation in the activity.One row per entity per activity per participation year.ACTIVITY
PARTICIPATION_YEAR
ENTITY_UID | | |
SPECIAL_ACTIVITY_YEAR_SLOT
| Uses data from the SPECIAL_ACTIVITY_YEAR reporting view. Displays up to 10 sets of values based on the activity for the entity and currently there are no associated display rules. The last 10 years of participation will be displayed.One row per entity per activity.ENTITY_UID, ACTIVITY, ACTIVITY_TYPE, ACTIVITY_CATEGORY
ACTIVITY_DATE | | |
SPECIAL_PURPOSE_GROUP
| Contains listing of additional characteristics or categories (such as activities, groups or affiliations) as determined by the institution, that are associated to a constituent.Multiple rows per entity per special purpose type and special purpose group.| ENTITY_UID | | |
SPECIAL_PURPOSE_SLOT
| Uses data from the SPECIAL_PURPOSE reporting view. Displays up to 5 sets of values based on the defined display rule(s) with internal groups of (VARIABLE PURPOSE, SPEICAL PURPOSE) and a delivered or institution defined internal code. Delivered internal codes of ALUMVIPC and ALUMPRTP may be used independently by the institution.One row per entity per profile code per special purpose rule group per special purpose ruleENTITY_UID, PROFILE_CODE, SPECIAL_PURPOSE_RULE_GROUP, SPECIAL_PURPOSE_RULE
ACTIVITY_DATE | | |
Z_GIFT_PLEDGE_DONOR
| This view was created to support donor where gifts are summarized for outright gifts and annual giving pledge payments are summarize stored for the fiscal year in which they were received, and multi-year pledge amounts are stored for the fiscal year in which the pledge was made.One per person or organization per gift payment or multi-year pledge per fiscal year.ENTITY_UID, ENTITY_IND
ENTITY_IND
CAMPAIGN
DESIGNATION
ENTITY_UID, GIFT_NUMBER, PLEDGE_NUMBER, CAMPAIGN, DESIGNATION
FISCAL_YEAR
CAMPAIGN, PLEDGE_NUMBER
ENTITY_UID, GIFT_NUMBER, PLEDGE_NUMBER, GIFT_PLEDGE_IND
ENTITY_UID, PLEDGE_NUMBER, GIFT_PLEDGE_IND
ENTITY_UID, PLEDGE_NUMBER, CAMPAIGN, DESIGNATION | | |
Z_LAW_SCHOOL_GIFTS
| Specific view for Law School gift reportingIDCAMPAIGN
ENTITY_IND
DESG_TYPE
GIFT_NUMBER, CAMPAIGN
GIFT_DATE | | |
Z_NEU_SZVIRCD_VW
| | SZVIRCD_PROGRAM | | |