ProDon:Summary Management

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Introduction

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

• merge field of a master document;
• field in a custom report;
• period in the "Clients with detailed history" report.

Summary Management

First, go to the "Summary management".

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

A: It is the list of active summaries.	B: The button allows you to create a new summary. The button allows you to edit an existing summary. The button allows you to delete a summary from the list.
C: The "Active" tab contains the active summaries. To learn how to activate and deactivate a summary, see letter C of the "Add/Edit a Summary" section.	D: The "Inactive tab contains the inactive summaries. To learn how to activate and deactivate a summary, see letter C of the "Add/Edit a Summary" section.

Add/Edit a Summary

"Summary" Tab

After clicking on the or buttons, this window opens.
A: This line contains the summary code.	B: This line contains the description of the summary. It actually is the summary name.
C: This box allows you to deactivate or reactivate a summary. If it is checked, the summary would be in the "Inactive" tab.	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 would allow you to find the date of the client's last transaction.	F: 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, click here.
G: These are the dates corresponding to the period chosen in F. 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 "Period management".	H: Allows you to specify the types of transactions that you have to take into account to perform the calculation of the summary.
I: 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 this procedure.

"Selection" Tab

A: 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. NOTE: The "Beneficiary transactions" section is only available if the "Beneficiary Transactions" module is activated.	B: If this box is checked, it is possible to specify the origin codes to be used.
C: Check one or more origin codes on which the summary must be made.	D: Depending on the choice checked in A, 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.
E: By clicking on the button, all the boxes are checked at the same time.	F: By clicking on the button, all the boxes are unchecked at the same time.

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Document name: ProDon:Summary Management

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