Generating a report:
- Login to eTapestry with your login credentials.
- Click on the Reports menu and then under Categories select the Report Category of the report you would like to run from the table below.
- Search for/Find the Report you would like to run using the name provided in the table.
- Click Run Report option underneath the report.
- Option 1: Make sure under Query, Category, Query are the ones provided for this report you would like to run as in the table. Usually, this information is preset.
- Option 3: Delivery Options: Select the Report Format option to the one you would like.
- Click Submit
Favoriting a report
- Login to eTapestry with your login credentials.
- Click on the Reports menu and then under Categories select the Report Category of the report you would like to run from the above table.
- Click on the Report with the name provided in the table of the report you would like to run.
- Check the first option: Favorite Report.
- Save.
- You would now see this report under Favorite Reports/Queries/Templates of the Home page in eTap.
Date Needed by | Report | Criteria | Columns to Include in Report | Report Category | Report Name | Query Category | Query Name | Alternate Report Name | Alternate Query | Notes |
10-Jan | FY2020 Annual Report | All donors from previous year | Account Name, Account Number, Mailing Address, Phone, Last Gift Date, 2020 Amount Given Total. Include in-kind, new gifts & pledges, and pledge payments | Annual Report & YE Tax Mailing | FY 2020 – Annual Report – ALL Giving | Year-end Tax Receipts | Last Year’s Donor Contributions excluding Matching Gifts and Corporate Rewards – JE | FY2020 Annual Report: Last Year’s Anonymous Individual Donors | ||
20-Jan | COHS Donors | All donors to COHS (ALL YEARS) | Account Name, Account Number, Mailing Address, Phone, Last Gift Date, 2020 Amount Given Total, Total Restricted Gift Amount, Journal Entry with pairing with any past students | SJPLF Website Related | All COHS Donors with mailing address | 2020 COHS Graduation | ALL Giving for COHS – JE | |||
28-Feb | Prior Year Top Donors For use in grant applications | Top 20 donors in 2020 | Account Name, 2020 total new gifts & pledges to un/restricted | Annual Report & YE Tax Mailing | FY 2020 – Annual Report – ALL Giving | Year-end Tax Receipts | Last Year’s Donor Contributions excluding Matching Gifts and Corporate Rewards – JE | eTapestry Standard Reports: Top Donor Report | FY2020 Annual Report: Last Year’s Anonymous Individual Donors | |
15-Mar | Spring Mailing Appeal – Current Donors | Donors who have given on or after 1/1/2018 | Account Name, Account Number, Mailing Address, Short Salutation, Phone, Email, Last Gift Date, Last Gift Amount (include soft credits) | |||||||
15-Mar | Spring Mailing –Lapsed Donors | Donors who have NOT given since 1/1/2018 | Account Name, Account Number, Mailing Address, Short Salutation, Phone, Email, Last Gift Date, Last Gift Amount, Lifetime Giving Total | |||||||
15-Jun | Summer Mailing (NO ASK) – Current Donors | Donors who have given on or after 1/1/2018 | Account Name, Account Number, Mailing Address, Short Salutation, Phone, Email, Last Gift Date, Last Gift Amount | |||||||
20-Jul | COHS Donors | All donors to COHS | Account Name, Account Number, Mailing Address, Phone, Last Gift Date, 2020 Amount Given Total, Restricted Gift Amount, Journal Entry with pairing with any past students | |||||||
1-Sep | 5, 10, 15, 20+ Year Donor Pull for Recognition Gifts Mailing | All donors in database | Account Name, Account Number, Mailing Address, Short Salutation, Phone, Email, Last Gift Date, Last Gift Amount, Number of Years Giving, First Gifted Date. Pull one report for individuals and a separate report for non-individuals so I can see if any of them make sense for this. | |||||||
15-Oct | Year End Appeal | Donors who have given on or after 1/1/2016 (5 years back) | Account Name, Account Number, Mailing Address, Short Salutation, Phone, Email, Last Gift Date, Last Gift Amount | |||||||
1-Nov | Board Gifts for the Current Year | All board members in 2020 new gifts & pledges, in-kind, and soft credit | Account Name, Phone, Email, Last Gift Date, Total Given Amount, Total soft Credit Amount, Total in-kind Amount | |||||||
Weekly | New Donor Email Series | First-time donors from previous week | Account Name, Account Number, Short Salutation, Email |