University of California, San Francisco, University Development and Alumni Relations. UDAR - IS Report Request Form

Transcription

1 University of California, San Francisco, University Development and Alumni Relations UDAR - IS Report Request Form (All fields in green are Required) Requesting Unit: Requested by: Phone Number: Report Title: Purpose of Report: Due Date:... Please allow at least 10 business days for a standard report tu Report Type: Solicitation Mailing Gifts Data Gifts Data with Donor Mailing Details Donor Giving Summary Analysis/Summary Report Honor Roll Report Top (specify number) Donors Report e.g. Top 100 Donors List Alumni Association Membership Mailing Alumni Association Publication Mailing Alumni Association ReUnion Mailing Other Membership Mailing Customized Program or Application Set Up Funding Purpose Set Up Mailing List Set Up Appeal-Groups or Appeal-Codes Upload Appeals Other Report Frequency: One-time Weekly Monthly Recurring/On Demand Quarterly Annually Fiscal Year End Other

2 Output Desired: Excel File Web Report PDF File Text / CSV File Count Other Re-run a previous Work Order? Yes, Work Order # No Modify a previous Work Order or Report? Yes, Work Order # No Report Name Clone a previous Work Order? Yes, Work Order # No Fields/Columns required on the report: ID, Name, Salutation Entity Record Type Entity Source e.g. Acquisition (ACQ), IDX, Memorial Giving (MEM) Spouse ID, Spouse Name Spouse Record Type Spouse Entity Source e.g. Acquisition (ACQ), IDX, Memorial Giving (MEM) Joint Name and Joint Salutation Preferred Address, Phone, Home Address, Phone, Business Address, Phone, Preferred School and Class Year Spouse Preferred School and Class Year Degree 1, 2, and 3 details - school, degree-code, major Alumni Association Membership Details - school, status, renewal year Employment Info with Specialty Prospect Status, Type, Staff Assigned Donor Giving Summary / Cumulative Giving Details / Lifetime Giving to UCSF and/or Individual Gift Details - Gift Amount, Date, Allocation, Appeal Last Gift Details First Gift Details Largest Gift Details Other Fields Sort By: Entity Record Status to be Active Lost Deceased Removed By Request Exclude HIPAA Opt- HIPAA Opt-Outs

3 Outs? Record Type(s) to be Alumni Degreed Alumni School of Dentistry School of Medicine School of Nursing Specific Degrees and/or Majors, if any: Non-Degreed Alumni School of Dentistry School of Medicine School of Nursing Specific Degrees and/or Majors, if any: Faculty Paid Unpaid Emeritus Retired Former Friend New Student Staff Academic Staff Retired Staff Former Staff Former Resident Current Resident Parent Parent of S/D Student Patient Former Patient Volunteer Post-Doctoral Fellow UCSF Support Group Corporation Foundation Corporate Foundation Family Foundation

4 Other Standard Solicitation Exclusions: Do Not Solicit (N) Do Not (E) No Marketing Mail (M) Do Not Phone at Home (P) Do Not Phone (Q) Standard Mailing/Report Exclusions: Assigned Major Prospects Unassigned Major Prospects Foreign Country Residents Anonymous Donors Mailing List Exclusions/Inclusions: Include Members of Mailing List: 1K - 1,000 Influentials A001 - UC Regents A002 - UC Regents - Designate A003 - UC Regents - Faculty Representatives Exclude Members of Mailing List: 1K - 1,000 Influentials A001 - UC Regents A002 - UC Regents - Designate A003 - UC Regents - Faculty Representatives Affiliations Exclusions/Inclusions: Include entities with Affiliation: AAT - Alumni Assoc in Taiwan AAUC - AAUC AAUCS - AAUCSF ACF - Association of the Clinical Faculty Exclude entities with Affiliation: AAT - Alumni Assoc in Taiwan AAUC - AAUC AAUCS - AAUCSF ACF - Association of the Clinical Faculty Alumni Association Exclusions: Exclude Alumni that have requested to opt-out of future mailings by our Affinity partne 'AFOUT') Exclude Alumni that do not want to receive Dentistry Alumni Membership Mailings (m Exclude Alumni that do not want to receive Dentistry Alumni Publications (mail_list_c Exclude Alumni that do not want to receive Dentistry Alumni Reunion (mail_list_code Exclude Alumni that do not want to receive Medicine Alumni Membership Mailings (m Exclude Alumni that do not want to receive Medicine Alumni Publications (mail_list_c Exclude Alumni that do not want to receive Medicine Alumni Reunion (mail_list_code

5 Exclude Alumni that do not want to receive Nursing Alumni Membership Mailings (ma Exclude Alumni that do not want to receive Nursing Alumni Publications (mail_list_co Exclude Alumni that do not want to receive Nursing Alumni Reunion (mail_list_code = Exclude Alumni that do not want to receive Pharmacy Alumni Membership Mailings (m Exclude Alumni that do not want to receive Pharmacy Alumni Publications (mail_list_c Exclude Alumni that do not want to receive Pharmacy Alumni Reunion (mail_list_code Exclude Alumni that do not want to receive Graduate Division Alumni Membership Ma Alumni Association Members Exclusions/Inclusions: Include Gifts made to: Include Members of School: Exclude Members of School: Gifts made to any area To Alloc-School To Alloc-Department To Alloc-Division To Allocation or Fund Number To Funding Purpose To Appeal To Appeal-Group with Membership Status: with Membership Status: CHA - Chancellor's Office DEN - Dentistry GRD - Graduate Division MED - Medicine Press the CTRL key to ACAFF - Off of Vice Chan of Acad Affairs ACC - Ambulatory Care Center ADMIN - Admininstration AIDS - AIDS Clinic ADOL - Adolescent Medicine AHP - AIDS Health Project AIDS - AIDS Research Program AIDS-S - SFGH AIDS Svcs. CAN - Cancer BAS - Basic Science AIDS - AIDS SOC - Social Something Press the CTRL key to select multiple values 07N - x 8BA - Eight Ball A - Last Year Donors A7 - CCC Spg FY07 Acq. Branding - Amerg values

6 To Program-Code To Prospect Interest Chancellor Graduate Division Annual Fund Special Gifts School of Dentistry ACC - Alameda/Contra Costa ACQ - Acquisitions ACT - Ambulatory Care Center ADN - Addiction Pres P Gifts Year of Giving or Date Range criteria: Gift Amount criteria: Year of Giving Date Range Please specify fiscal year in YYYY format Please specify Credit Type to be Transaction Types to be Hard Credit - Legal Amount (Primary donor only) Soft Credit - Credit Amount (Indirect/Associated donors only) Both Hard and Soft Credit - Credit or Legal Amount (all donors) Gifts (Cash or Accrual amount) Matching Gifts (Cash or Accrual amount) Pledges (Accrual amount) Exclude Cancelled Pledges Exclude Written-Off Pledges Exclude Forg Pledge Payments (Cash amount) Special Processing: Flag Dean's Associates (>=$1000 donors) Flag Major Prospects Flag Special Gift Prospects Print Alumnus name first in Joint or Annual Report Names Suppress spouse rows to have one record per household Other Criteria: Specify a filename and location if you would like to add an attachment with your request: Browse... Note: Please save your files in the S:\FILES FOR WORK ORDERS\ folder for IS to pick them up. Submit Form Reset Form Print Form

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