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Advancement Composite View Meta Data Reports

Target Reports:

Composite ViewDescription
AA_ADVANCEMENT_RATING
Source composite view of all internal and external advancement ratings associated with a prospect person or organization. Contains one row per rating per entity.
AA_ANNUAL_GIVING
Source composite view contains summary detail for all giving per fiscal year for persons and organizations.
AA_CAMPAIGN_GIVING_HISTORY
Source composite view contains summary giving detail for persons and organizations on a per campaign, per fiscal year basis.
AA_CONSTITUENT
Source composite view contains biographic and demographic information for all persons, including summary detail on total to-date giving and institutional involvment.
AA_CONSTITUENT_CONTACT
Source view contains all contacts with a person or organization related to a project or interest area. Contact information may correspond to a prospect plan or result from an unplanned contact.
AA_CONSTITUENT_PLAN
Source composite view contains all scheduled or unplanned moves associated with a prospect plan for a person or organization.
AA_CONSTITUENT_STAFF_ASSIGN
Source composite view of all staff assignements associated with a prospect person or organization. Contains one row per assignment per entity.
AA_DEGREE
Source composite view contains information on all degrees received by a person from any institution as applicable.
AA_DESIGNATION_GIVING_HISTORY
Source composite view contains summary giving information by person or organization for each fund or designation on a per fiscal year basis.
AA_DONOR_CATEGORY
Source composite view of all donor categories associated with a person or organization. Donor categories correspond to the standardized voluntary support of education reporting categories.
AA_EXCLUSION
Source composite view of all actions or activities from which a person or organization should be excluded including mailings, phone contact or solicitations.
AA_FUNDING_INTEREST
Source composite view of each funding project or area of interest to which a prospect person or organization has been associated for potential solicitation. Data includes current prospect status, target ask amount and date, method of donation and free form text.
AA_GIFT
Source composite view contains information on all gifts or payments made by a person or organization including campaign, designation, associated pledge details, matching gift information, preferred class, solicitation and recognition details.
AA_GIFT_ASSOCIATED_ENTITY
The source composite view contains all entities and related information associated with a gift or payment.
AA_GIFT_AUXILIARY
Source composite view contains details related to any quid pro quo benefits or permiums associated with an individual gift made by a person or organization.
AA_GIFT_MATCHING
Source composite view contains employer matching gift details for each eligible gift made by a person.
AA_GIFT_MEMO
Source composite view contains information for each memo or soft credit assignment made in association with an individual gift or pledge payment.
AA_GIFT_MULTIPLE
Source composite view contains information for each multiple or hard credit assignment made in association with an individual gift or pledge payment.
AA_GIFT_SOCIETY
Source composite view contains information on each gift society to which a person or organization is affiliated on a per year basis.
AA_MEMBERSHIP
Source composite view contains information on each membership program to which a person or organization is affiliated on a per interest basis.
AA_MEMBERSHIP_DUES
Composite view contains information on each dues payment for a membership program to which a person or organization is affiliated.
AA_MEMBERSHIP_INTEREST
Composite view contains information on each membership program to which a person or organization is affiliated on a per interest basis per transaction adjustment.
AA_ORGANIZATIONAL_CONSTITUENT
Source composite view contains biographic and demographic information for all organizations, including donor categories, matching gift rules, institutional affiliations and summary detail on giving history.
AA_ORGANIZATION_CONTACT
Source composite view contains information on all organization contacts including name, address, phone, email and job criteria.
AA_PLEDGE
Source composite view contains information on all pledges made by a person or organization including campaign, designations, payment methods, amounts paid and solicitation details.
AA_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.
AA_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.
AA_PLEDGE_CONDITIONAL
Contains information pertaining to conditional pledges.One row per pidm per pledge number per sequence number.
AA_PLEDGE_INSTALLMENT
Source composite view contains details on each scheduled payment for any pledge set up on an installment plan basis for a person or organization.
AA_PLEDGE_MATCHING
Source composite view contains details and tracking information on employer matching contributions for each eligible pledge made by a person.
AA_PROSPECT_INFO
Source composite view contains general information on each prospect person or organization including source, status, target ask amount and ask date and primary staff assignments.
AA_PROSPECT_PROPOSAL
Source composite view contains information on all proposals associated with a prospect person or organization.
AA_SOLICITOR
Source composite view contains details related to any solicitation efforts associated to a gift or pledge.
AA_SPECIAL_ACTIVITY
Source composite view contains information on any special activities in which a person or organization has participated.
AA_SPECIAL_ACTIVITY_YEAR
Special advancement activity year composite view will be repeating data and store all of the years recorded for a person's participation in an activity.
AA_SPECIAL_PURPOSE_GROUP
Source composite view contains information related to any special purpose groups to which a person or organization is affiliated.
AA_VALIDATION
Source composite view contains a number of the source systems' validation table records. This view was meant to be used with reporting tools to create list of values as well as for cleansing purposes in the Enterprise Data Warehouse.
AA_YEAR_TYPE_DEFINITION
Contains the year types and codes.

Source Reports:

AABDUES
AABMINT
AABMSHP
AARDUES
AARMEMB
AARMINT
ADBDESG
AFBCAMP
AGBGIFT
AGBMGID
AGBPINS
AGBPLDG
AGRGASC
AGRGAUX
AGRGDES
AGRGMLT
AGRGMMO
AGRGSOL
AGRMDES
AGRPASC
AGRPAUX
AGRPCON
AGRPDES
AGRPINS
AGRPMEM
AGRPMLT
AGRPSOL
AMBPROP
AMRCONT
AMREXRT
AMRINFO
AMRPLAN
AMRPRIN
AMRPROP
AMRPRRT
AMRSTAF
AOBORGN
AORCONT
AORFUND
APBCONS
APBGHIS
APRACLD
APRACTY
APRACYR
APRADEG
APRAMAJ
APRCATG
APRCHIS
APRCHLD
APRCSPS
APRDCLB
APRDHIS
APREHIS
APREXCL
APRMAIL
APRPROS
APRSALU
APRVIPC
APRXREF
APVCHLD
APVCSPS
APVXREF
ASBSORG
ATVASSC
ATVCFAE
ATVCMTP
ATVDCNP
ATVDCST
ATVDCYR
ATVDGRP
ATVDONR
ATVDOTT
ATVDSTA
ATVDSTP
ATVEMPS
ATVEXCL
ATVEXRS
ATVFISC
ATVGACK
ATVGCLS
ATVGIFT
ATVINCM
ATVJOBC
ATVMOVE
ATVOCON
ATVPACK
ATVPCAT
ATVPCLS
ATVPGVE
ATVPLDG
ATVPRMD
ATVPROJ
ATVPRST
ATVPSTA
ATVRATE
ATVRSCR
ATVRTGT
ATVSALU
ATVSCNT
ATVSICC
ATVXREF
AXBMGID
AXRMDES


Ver: 8.1