Data Miner Platinum DataMinerPlatinum allws yu t build custm reprts with advanced queries. Reprts > DataMinerPlatinum Click Add New Recrd. Mve thrugh the tabs alng the tp t build yur reprt, with the end result being Review Data and the ability t Exprt t Excel. DataMinerPlatinum s purpse is t build spreadsheets; whether a reprt r a mailing list. Data Exprt Selectin: WHERE in the prgram is the infrmatin lcated? Remember if yu chse dnatin/interactin/ntes reprts, etc., yu will get all the Cntact fields as well. Field Exprt Selectin: WHAT infrmatin d yu want t see n the reprt? Drag fields t the center bx that yu want included in yur reprt (such as all address fields fr a mailing) Create the limitatin fr yur results, fr example: CntactType = Business DnatinDate between and select tw dates, t give yu a date range Yu can have multiple FIELDs fr yur query, separated by AND and OR AND will give yu LESS results, because it limits the criteria t thse that are bth #1 AND #2 at the same time: nly cntacts listed as businesses AND have dnated between the date range OR gives yu MORE results. Results can be ne f the ther: all businesses regardless f when they ve dnated, s yu ll get businesses that have dnated whenever, and everyne (nt just businesses) that dnated within the daterange. Use Qutatins fr multiple chices: Fr example, yu want Businesses that have nt dnated t the Annual Appeal r Membership CntactType = Business AND ( DnatinAppeal!= Annual Appeal AND DnatinAppeal!= Membership )
& Exprt Use the GRID t srt & Filter Srt by clicking n the Headings, such as LastName will srt all results by last name Filter by using the drp-dwn bxes. Such as DnatinAppeal, type in Annual. Will give yu nly dnatins t the AnnualAppeal (because the Appeal cde cntains the wrd Annual) Summary vs Detail When perfrming a Dnatin/interactin/persna, etc., reprt (any reprt ther than Cntact reprts), yu can chse between a Detail r Summary reprt. Fr example, a dnatin reprt: Detail will list ALL dnatins. If yu want t see all dnatins t a particular campaign, select Detail. Cntacts may be listed multiple times because they made multiple dnatins. Each dnatin will be listed. **D Nt select Detail if yu are sending a mailing, r sending the list t Cnstant Cntact (r ther email prgram) because cntacts might appear multiple times. OR alternately yu can exprt t excel, and manually delete ut the duplicates. Summary will SUMMARIZE dnatins. This will list each cntact ONE time, summarizing their detail (giving the Ttal f dnatins made, r the Number f times they dnated). When yu select Summary, yu will need t chse an Aggregate n the Field Exprt tab.
Lapsed Dnr Gave in 2013, but nt 2014 Data Exprt CONTACT While this reprt is n dnatins, it is n dnatin ttals which are actually lcated n the Cntact screen. Remember when yu g t Cmmunity/Cntacts, and n the GRID the prgram lists LTD (lifetime t date) and YTD (year t date) ttals. This is Cntact infrmatin. Fr this reprt, we are ging t use thse Ttals fields: Cntacts wh s Prir Year is greater than Zer, wh s Year t Date is Zer (they gave last year, have nt given this year) ***Make Sure yur system date is crrect under Maintenance > Site-Setup > Additinal Site Optins Fields Exprt What d yu want t see n the reprt? Are yu ding an Appeal mailing? Exprt all the mailing fields: First/Last Acknwledgement Salutatin Address fields LabelLines, maybe Required in rder t run the reprt DnatinAmuntPrirYear DnatinAmuntYTD (instead f using a, we will use the filters n the Review data tab, s MUST have the PrirYear and Year-t-Date fields) N query needed; will use the Filter n the tab. If yu did nt use the query tl, filter yur reprt here: In the data-entry field underneath Prir Year and type 1. If yu wanted t use the query instead f filtering n the tab, add tw fields, the secnd ne has an AND: DnatinAmuntPrirYear Greater than r equal t 1 AND DnatinAmuntYTD Equal t 0 (zer) Click the arrw next t the data-entry field, and select Greater than r equal t In the data-entry field underneath Year t Date type 0 (zer).
Ntes Reprt Data Exprt NOTES **Remember that this will ONLY give yu thse Cntacts WHO HAVE a nte filled ut Field Exprt What d yu want t see n the reprt? Nte fields f Date, Type, & Cmment Name/Address/Cntact infrmatin fr the persn N query needed Cnsider: NtesCmment Cntains (wrd) t search the ntes fields fr a specific wrd (Smith, r small) r limit Cntacts, such as: Use the filter ptins here t search ntes. In the data-entry field under NtesCmments type small and yu will get nly thse wh have a nte that cntains the wrd Small. Make sure t Save Changes befre clicking the EXPORT buttn. CntactType equals Business, r Relatinship equals Bard Member Remember: (=) equals (includes) (!=) des NOT equal (will nt include)
Hw many dnatins did they make last year? Data Exprt DONATION, Summary Dnatin reprt because we nly want thse wh have dnated (in rder t cunt hw many dnatins they have made) Summary will list EACH CONTACT nly ne time n the list, summarizing their dnatin histry **remember this will give yu nly thse wh have a dnatin filled ut Field Exprt What d yu want t see n the reprt? Are yu ding a mailing? Exprt ut all the fields necessary fr mailing DnatinIPK Change Aggregate (Right clumn) t COUNT (which will literally cunt hw many dnatins they have) DnatinAmunt change aggregate t SUM (which will ttal their dnatin histry) Cnsider including: DnatinAmuntLast DnatinDateLast N query needed at this time. Culd cme back and filter nly thse Businesses, r query DnatinDate between 1/1/2013 and 12/31/2013 T ttal nly thse dnatins made this year Use the filter n the grid: In the data-entry field belw (COUNT)DnatinIPK type in 3 and this will give yu nly thse that have made 3 dnatins. Use the arrw next t the data-entry field and change t Greater than r Equal t, and it will give yu thse that have made 3 r MORE dnatins.
First Dnatin in 2013 Data Exprt CONTACT Cntact reprt because DnrSnap generates a DnatinDateFIRST and DnatinAmuntFIRST and these fields are lcated n the CntactTab f data. Field Exprt What d yu want t see n the reprt? Are yu ding a mailing? Exprt ut the fields necessary fr mailing Cnsider including: DnatinAmuntYTD (year t date ttal) DnatinAmuntLast DnatinDateLast DnatinDateFirst >= 1/1/2013 Will fill all thse whse first dnatin was made in 2013. Yur results. Srt by LastName r DnatinDateFirst if needed.
Specific Campaign r Appeal Or culd run a Dnatin Activity > DnatinsReceived Reprt r FundDevelpment > Fundraising by Campaign r Appeal Data Exprt DONATION, detail Dnatin reprt because we need the Campaign r Appeal cde, which lives n the dnatin page. Detail t list EVERY dnatin, even if a cntact dnated mre than nce. S yu might see a cntact listed multiple times this is because they dnated multiple times. **remember this will give yu nly thse wh have a dnatin filled ut Field Exprt What d yu want t see n the reprt? Are yu ding a mailing? Exprt all fields necessary fr mailing Cnsider: DnatinDate DnatinCampaign DnatinAppeal DnatinAccunting DnatinCmments And any User-Defined fields yu have n the Dnatin page Campaign = (chse the ne yu want) Srt & filter the grid as desired. Remember t Save Changes befre yu exprt. Cnsider adding: DnatinDate between a certain range t limit yur results
Other Reprting Optins: Dn t frget that DnrSnap has many reprts pre-built fr yu. Try the ptins belw fr quick & simple reprts that d nt require DataMinerPlatinum Hw much mney did we bring in this week? Reprts Dnatin Reprts DnatinsReceived Select the date-range yu are interested in Hw many In-Kind dnatins have we had this year? Reprts Dnatin Reprts DnatinsReceived In the Selected DnatinTypes (is defaulted t include ALL), use the << (duble arrw) t mve ALL DnatinTypes t the left, and mve InKind back t the Selected bx Hw much mney did we make n an Appeal/Campaign: Reprts-Dnatin Reprts DnatinsReceived Select the Appeal/Campaign frm the filters n the Right f the screen OR Reprts Fund Develpment FundRaising by Appeal/Campaign Everyne wh has nt given t my appeal: Reprts Dnatin Reprts Excel Giving/NON-giving Select the appeal/campaign Exprt the NON-giving reprt Everyne wh has given 1000 r mre: Reprts Fund Develpment Dnatin Strata Select yur criteria frm the ttals n the Right (First line: 1000, Secnd line: 500) Chse whether a Summary reprt (what they have given in their lifetime, r in a specific daterange) Chse a Detailed reprt (will shw individual dnatins f 1000 r mre; becmes a Capacity reprt) What did they give in 2012 versus 2013? Reprts Fund Develpment DnatinCmparisn by Dnr Enter tw different date-ranges t cmpare