Top Donor List Report (v6.0)

Modified on Mon, 16 Oct 2023 at 09:16 AM

  

 

 

Top Donor List Report

 

 

Purpose of this document

 

The Top Donor List report provides a listing of the top X number of donors by their cumulative gross weight of donations. This document provides an overview of how to run the report.

 

Ceres Object release 6.00.00 is required for the functionality described in this document.


 

 

TABLE OF CONTENTS


 

 

 

 

Running the Top Donor List Report

 

  1. The Top_Donor List can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Top_Donor List” in “Tell me what you want to do” then selecting “Top_Donor List” from the results in the Go to Reports and Analysis section OR by selecting the “Top_Donor List” menu action (if present) from your Role Center home page.

  

 

  1. The Top_Donor List Request Page will display where users can set filter criteria based on how they want to run the report.

 

  1. On the Options Tab, enter the number of donors you would like to rank in the No. of Donors to Rank field. The report is limited to 99 donors. If you attempt to enter a number greater than 99 the below message will appear. Additionally, if the report is run with a zero (0) value in this field, it will default the number of donors to rank at 20.

 

  

  1. On the Donor Tab, set a Donor No filter and update the date range specified in the Date Filter field. Other filters can be set based on what you want to run the report.

  

 

  1. Click Print or Preview. Below is an example of the report.

  



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