Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 3 Next »

Yale Fundraising Pledge and Cash Flow Tracking Report returns summary and detail data for receieved and projected revenue by Designation Selection, a single designation or PTAEO.

Dependencies on Global Changes: N/A

Report Parameters   
1.  Report By Single DesignationCheckbox Used to control the option to pass in a single designation to the report 
 2. Designation IDSearch List If (1) is checked, this is enabled other wise disabled. This lets the user to search for one single designation. 
3. Report By Selected List Of Designations Checkbox Used to control the option to pass in an ad hoc query of designations. 
4. Designation SelectionSearc ListIf (3) is checked, this is enabled other wise disabled. This lets the user to run the report for more than one designation, enables them to pass in an adhoc query built at designation query view.
5. Report By Advanced FiltersCheckboxUsed to control the option to run the report by passing at least one of the following eight fields: first five are the elements of PTAEO i.e. project, task, award, expenditure type and organization and then there  are designation report code1, 2 and use code.The system then looks for all possible combinations of these fields and processes the transactions that are linked to the related designations.
6. ProjectText fieldIf (5) is checked, this is enabled otherwise disabled. It is the project element of PTAEO.
7. TaskText fieldIf (5) is checked, this is enabled otherwise disabled. It is the project element of PTAEO.
8. AwardText fieldIf (5) is checked, this is enabled otherwise disabled. It is the project element of PTAEO.
9. Expenditure TypeText fieldIf (5) is checked, this is enabled otherwise disabled. It is the project element of PTAEO.
10. OrganizationText fieldIf (5) is checked, this is enabled otherwise disabled. It is the project element of PTAEO.
11. Report Code 1 (School/Unit)Drop downIf (5) is checked, this is enabled otherwise disabled.
12. Report Code 2 (Area of Giving)Drop downIf (5) is checked, this is enabled otherwise disabled.
13. Use CodeDrop downIf (5) is checked, this is enabled otherwise disabled.
14. Select Open Pledges OnlyCheckbox 
15. Detail Dollar LimitNumeric field 
16. Custom TitleText field 
  • No labels