Biographical Reports
Different format again.
Activity History
This report lists each activity with the person's name, dates, codes and notes.
Report Options:
Date Range for Scheduled or Completed Date
Include Open Only, Completed Only, or All Activities
Include My Activities or All Activities
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Include Address
Show Complete Notes
Activity Statistics
This reports shows a count of activities in each category, plus a count of names, households and organizations.
Report Options:
Report by categories: Activity Type, Campaign, Event, Mailing, Reason, Assigned to
Date Range for Scheduled or Completed date
Include Open Only, Completed Only, or All Activities
Include My Activities or All Activities
Count Only
This reports shows a count of names, households and organizations, or gifts, broken down by the category that you select.
Report Options:
Report Group By: Type, Source, Solicitor, Entity tags, Name tags, Mailing tags, Bio Membership Level, Reason, Campaign, Event, Fund, Tribute, Method, Credit, Gift Membership Level
Do Not Show Zero Lines
Birthday Report
This report lists people whose birthday falls within the specified date range.
Report Options:
Date Range: Month/Day to Month/Day
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Show Only Birth Month and Day
Include Address
Sort Order: Name, Birthdate + Name, Birth Month/Day + Name
Email List
This reports shows a list of email addresses.
Report Options:
Include Preferred Email, All Email, or Selected Email Types
Include All, Include OK to Contact Only, Include Not OK to Contact Only
All Emails, Email is not Blank, Email is Blank
Phone List
This report lists phones numbers.
Report Options:
Include Preferred Phone, All Phones, or Selected Phone Types
Include All, Include OK to Contact Only, Include Not OK to Contact Only
All Phones, Phone is Not Blank, Phone is Blank
Relationships Report
This reports shows names matched by relationship codes as they are shown on the Relationships tab of the Bio screen.
Report Options:
Include all Relationship Codes or Include Selected Codes
Include Address
Short Name List
This report shows a list of names with addresses, phones and emails.
Report Options:
Include Primary Name only or Include All Names
Include No Address, Include Preferred Address only or Include All Addresses
Include No Phones, Preferred Phones, All Phones, or Selected Phone Types
Include No Email, Preferred Email, All Email, or Selected Email Types
Entity Tags Filter - include only households and organizations with these tags.
Sort Order: Name, Preferred Name