Generating a report:

  1. Login to eTapestry with your login credentials.
  2. 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.
  3. Search for/Find the Report you would like to run using the name provided in the table.
  4. 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

  1. Login to eTapestry with your login credentials.
  2. 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.
  3. Click on the Report with the name provided in the table of the report you would like to run.
  4. Check the first option: Favorite Report.
  5. Save.
  6. 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