Difference between revisions of "ProDon:Summary Management"

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The summaries allow you to target information relating to a client's transaction history. They are used as:  
 
The summaries allow you to target information relating to a client's transaction history. They are used as:  
  
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*merge field of a [[ProDon:Master Document Management|master document]];  
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*merge field of a [[ProDon:Master Document Management|" Master document "]];  
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*field in a [[ProDon:Custom Reports#Adding_Columns_to_the_Report|custom report]];  
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*field in a [[ProDon:Custom Reports#Adding_Columns_to_the_Report|" Custom report "]];  
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*period in the "Clients with detailed history" report.
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*period in the " Clients with detailed history " report.
  
 
== Summary Management  ==
 
== Summary Management  ==
  
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First, go to the "Summary management".  
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First, go to the " Summary management ".  
  
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 321px; height: 362px;"
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 321px; height: 362px;"
 
|-
 
|-
 
|  
 
|  
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To do so, from the software home page, click on the "Configuration" menu and then select "Summaries".  
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To do so, from the software home page, click on the " Mailings " menu and then select " Summaries ".  
  
 
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|-
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| [[Image:Summary Management 001.png]]
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| [[File:Prodon5 Summary Management 001.png|540x540px]]
 
|}
 
|}
  
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{| cellspacing="1" cellpadding="1" border="1" style="width: 549px; height: 452px;" class="wikitable"
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 549px; height: 452px;" class="wikitable"
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| colspan="2" |After clicking on " Summaries ", this window opens up.
 
|-
 
|-
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| colspan="2" | [[Image:Summary Management 002.png]]
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| colspan="2" | [[File:Prodon5 Summary Management 002.png]]
 
|-
 
|-
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| width="50%" |
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|'''<span style="color: rgb(255, 0, 0);">A: </span>'''The [[Image:Button add plus.png]] button allows you to create a new summary. The [[Image:Button Edit.png]] button allows you to edit an existing summary. The [[Image:Button Minus remove delete.png]] button allows you to delete a summary from the list.
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''It is the list of active summaries.
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|'''<span style="color: rgb(255, 0, 0);">B: </span>'''The " Active " tab contains the active summaries. To learn how to activate and deactivate a summary, see letter <span style="color: rgb(255, 0, 0);">'''B'''</span> of the [[ProDon:Summary Management#Adding .2F Editing a Summary|" Adding / Editing a Summary "]] section.
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| width="50%" |
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''The [[Image:Button add plus.png]] button allows you to create a new summary. The [[Image:Button Edit.png]] button allows you to edit an existing summary. The [[Image:Button Minus remove delete.png]] button allows you to delete a summary from the list.  
 
−
 
 
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''The "Active" tab contains the active summaries. To learn how to [[#summarytabC|activate and deactivate a summary]], see letter <span style="color: rgb(255, 0, 0);">'''C'''</span> of the "Adding / Editing a Summary" section.  
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''The " Inactive " tab contains the inactive summaries. To learn how to activate and deactivate a summary, see letter '''<span style="color: rgb(255, 0, 0);">B</span>''' of the [[ProDon:Summary Management#Adding .2F Editing a Summary|" Adding / Editing a Summary "]] section.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">{{Anchor||summarymanagementD}}D: </span>'''The "Inactive tab contains the inactive summaries. To learn how to [[#summarytabC|activate and deactivate a summary]], see letter '''<span style="color: rgb(255, 0, 0);">C</span>''' of the "Adding / Editing a Summary" section.  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''It is the list of summaries in the database.  
  
 
|}
 
|}
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=== Adding / Editing a Summary  ===
 
=== Adding / Editing a Summary  ===
  
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==== "Summary" Tab  ====
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==== " Summary " Tab  ====
  
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 557px; height: 663px;" class="wikitable"
 
{| cellspacing="1" cellpadding="1" border="1" style="width: 557px; height: 663px;" class="wikitable"
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|-
 
|-
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| colspan="2" | [[Image:Summary Management 003.png]]<br>
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| colspan="2" | [[File:Prodon5 Summary Management 003.png]]<br>
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''This line contains the summary code.  
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''This line contains the summary's code.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''This line contains the description of the summary. It actually is the summary name.  
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''This box allows you to deactivate or reactivate a summary. If the box is checked, the summary will be in the " Inactive " tab.
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+
|-
 +
|'''<span style="color: rgb(255, 0, 0);">C: </span>'''This line contains the description of the summary. It is the summary's name.
 +
|'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to choose the type of calculation to be performed to obtain the wanted summary.
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">{{Anchor||summarytabC}}C: </span>'''This box allows you to deactivate or reactivate a summary. If it is checked, the summary would be in the [[ProDon:Summary Management#Summary_Management|"Inactive" tab]].  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''This field is only usable with the " Last tr. " type. It allows you to search the information of the targeted field for the client's last transaction. For example, the " Date " field will allow you to find the date of the client's last transaction.  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to choose the type of calculation to be performed to obtain the wanted summary.  
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to select the period in which the summary must be calculated. By selecting a period, the " Date " field is filled out automatically. For more information on the period management, [[ProDon:Period Management|click here]].  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''This field is only usable with the "Last tr." type. It allows you to search the information of the targeted field for the client's last transaction. For example, the "Date" field would allow you to find the date of the client's last transaction.  
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'''<span style="color: rgb(255, 0, 0);">G: </span>'''These are the dates corresponding to the period chosen in <span style="color: rgb(255, 0, 0);">'''F'''</span>. For example, if the summary is on the " Year 2018 " period, the entered dates would be from "01-01-2018" to 31-12-2018", as configured in the [[ProDon:Period Management|"Period management"]].  
  
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''Allows you to select the period on which the summary must be calculated. By selecting a period, the "Date" field is filled out automatically. For more information on the period management, [[ProDon:Period Management|click here]].  
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'''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to specify the types of transactions that you have to take into account to perform the calculation for the summary.  
  
 
|-
 
|-
 
| width="50%" |  
 
| width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">G: </span>'''These are the dates corresponding to the period chosen in <span style="color: rgb(255, 0, 0);">'''F'''</span>. For example, if the summary is on the "Year 2011" period, the entered dates would be from "2011/01/01" to 2011/12/31", as configured in the [[ProDon:Period Management|"Period management"]].
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'''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to choose which type of transactions you want to include in your summary.
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−
| width="50%" |
 
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'''<span style="color: rgb(255, 0, 0);">H: </span>'''Allows you to specify the types of transactions that you have to take into account to perform the calculation of the summary.  
 
  
 +
| width="50%" | '''<span style="color: rgb(255, 0, 0);">J: </span>'''Allows you to choose for which type of client the summary will be made. In this example, the search is on the total of the transactions made by "Donor" for the year 2018. All the transactions transferred in 2018, classified per donor will then be found. It would also have been possible to search the total of the transactions made by " Canvasser " in 2018. All the transactions transferred in 2018, classified per canvasser would then be found. For more information on the different client types of a transaction, consult [[ProDon:Different Clients of a Transaction|this procedure]].
 
|-
 
|-
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| width="50%" |  
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| colspan="2" |'''<span style="color: rgb(255, 0, 0);">K: </span>'''Allows you to choose which type of client / relation you want your summary to based on.
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'''<span style="color: rgb(255, 0, 0);">I: </span>'''Allows you to choose from which client of the transaction the summary will be made. In this example, the search is on the total of the transactions made by "Donor" for the year 2011. All the transactions transferred in 2011, classified per donor will then be found. It would also have been possible to search the total of the transactions made by "Canvasser" in 2011. All the transactions transferred in 2011, classified per canvasser would then be found. For more information on the different clients of a transaction, consult [[ProDon:Different Clients of a Transaction|this procedure]].  
 
−
 
 
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| width="50%" | <br>
 
 
|}
 
|}
  
 
<br>  
 
<br>  
  
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==== "Selection" Tab  ====
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==== " Selection " Tab  ====
  
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 625px; height: 583px;"
 
{| cellspacing="1" cellpadding="1" border="1" class="wikitable" style="width: 625px; height: 583px;"
 
|-
 
|-
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| colspan="2" | [[Image:Summary Management 004.png]]
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| colspan="2" | [[File:Prodon5 Summary Management 004.png]]
 
|-
 
|-
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| width="50%" |
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|'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to choose which organism (if you have multi-organism) you want the desired summary
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'''<span style="color: rgb(255, 0, 0);">A: </span>'''Allows you to choose whether the summary has to be made on beneficiary transactions or transactions received, then to specify if it has to be made with regards to the campaigns, the donation occasions or the activities.
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|'''<span style="color: rgb(255, 0, 0);">B: </span>'''If this box is checked, it is possible to specify the origin codes to be used.
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'''NOTE: '''The "Beneficiary transactions" section is only available if the "Beneficiary Transactions" module is activated.
 
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| width="50%" |  
 
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'''<span style="color: rgb(255, 0, 0);">B: </span>'''If this box is checked, it is possible to specify the origin codes to be used.  
 
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|-
 
|-
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| width="50%" |
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|'''<span style="color: rgb(255, 0, 0);">C: </span>'''Choose the origins you want to include in your summary.
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'''<span style="color: rgb(255, 0, 0);">C: </span>'''Check one or more origin codes on which the summary must be made.  
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|'''<span style="color: rgb(255, 0, 0);">D: </span>'''Allows you to choose whether the summary has to be made on transactions received or beneficiary transactions, then to specify if it has to be made with regards to specific campaigns, donation occasions or activities.
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'''NOTE: '''The beneficiary transactions section is only available if the [[ProDon:Beneficiaries Module|" Beneficiary Module "]] is activated.  
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| width="50%" |  
 
−
'''<span style="color: rgb(255, 0, 0);">D: </span>'''Depending on the choice checked in '''<span style="color: rgb(255, 0, 0);">A</span>''', this section will be available or not. It allows you to choose the campaigns '''OR '''the donation occasions '''OR''' the activities on which the summary must be made.  
 
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|-
 
|-
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| width="50%" |  
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| colspan="2" width="50%" |  
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''By clicking on the [[Image:Button funky check mark.png]] button, all the boxes are checked at the same time.
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'''<span style="color: rgb(255, 0, 0);">E: </span>'''Depending on the choice checked in '''<span style="color: rgb(255, 0, 0);">D</span>''', this section will be available or not. It allows you to choose the campaigns, donation occasions and/or activities with which the summary must be calculated with.  
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−
| width="50%" |
 
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'''<span style="color: rgb(255, 0, 0);">F: </span>'''By clicking on the [[Image:Button funky x.png]] button, all the boxes are unchecked at the same time.  
 
  
 
|}
 
|}
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<br>  
 
<br>  
  
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{{Footer_ProDon_Version|4.6.5.13}}<br>
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{{Footer_ProDon_Version|5.0.5}}<br>

Latest revision as of 15:17, 24 July 2018

Summary Management

Introduction

The summaries allow you to target information relating to a client's transaction history. They are used as:

Summary Management

First, go to the " Summary management ".

To do so, from the software home page, click on the " Mailings " menu and then select " Summaries ".

Prodon5 Summary Management 001.png


After clicking on " Summaries ", this window opens up.
Prodon5 Summary Management 002.png
A: The Button add plus.png button allows you to create a new summary. The Button Edit.png button allows you to edit an existing summary. The Button Minus remove delete.png button allows you to delete a summary from the list. B: The " Active " tab contains the active summaries. To learn how to activate and deactivate a summary, see letter B of the " Adding / Editing a Summary " section.

C: The " Inactive " tab contains the inactive summaries. To learn how to activate and deactivate a summary, see letter B of the " Adding / Editing a Summary " section.

D: It is the list of summaries in the database.


Adding / Editing a Summary

" Summary " Tab

After clicking on the Button add plus.png or Button Edit.png buttons, this window opens.

Prodon5 Summary Management 003.png

A: This line contains the summary's code.

B: This box allows you to deactivate or reactivate a summary. If the box is checked, the summary will be in the " Inactive " tab.

C: This line contains the description of the summary. It is the summary's name. D: Allows you to choose the type of calculation to be performed to obtain the wanted summary.

E: This field is only usable with the " Last tr. " type. It allows you to search the information of the targeted field for the client's last transaction. For example, the " Date " field will allow you to find the date of the client's last transaction.

F: Allows you to select the period in which the summary must be calculated. By selecting a period, the " Date " field is filled out automatically. For more information on the period management, click here.

G: These are the dates corresponding to the period chosen in F. For example, if the summary is on the " Year 2018 " period, the entered dates would be from "01-01-2018" to 31-12-2018", as configured in the "Period management".

H: Allows you to specify the types of transactions that you have to take into account to perform the calculation for the summary.

I: Allows you to choose which type of transactions you want to include in your summary.

J: Allows you to choose for which type of client the summary will be made. In this example, the search is on the total of the transactions made by "Donor" for the year 2018. All the transactions transferred in 2018, classified per donor will then be found. It would also have been possible to search the total of the transactions made by " Canvasser " in 2018. All the transactions transferred in 2018, classified per canvasser would then be found. For more information on the different client types of a transaction, consult this procedure.
K: Allows you to choose which type of client / relation you want your summary to based on.


" Selection " Tab

Prodon5 Summary Management 004.png
A: Allows you to choose which organism (if you have multi-organism) you want the desired summary B: If this box is checked, it is possible to specify the origin codes to be used.
C: Choose the origins you want to include in your summary. D: Allows you to choose whether the summary has to be made on transactions received or beneficiary transactions, then to specify if it has to be made with regards to specific campaigns, donation occasions or activities.

NOTE: The beneficiary transactions section is only available if the " Beneficiary Module " is activated.

E: Depending on the choice checked in D, this section will be available or not. It allows you to choose the campaigns, donation occasions and/or activities with which the summary must be calculated with.



Document name: ProDon:Summary Management
Version : 5.0.5


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