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Comment: Migrated to Confluence 4.0

The Fiscal Year Comparison by Primary Relationship Type Viewport displays the donor and dollar performance by primary relationship type for the selected fiscal year. The % Change column displays the percent increase or decrease from the previous fiscal year to the selected fiscal year.

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Click on the Viewport below for a closer look!                  

             

Key Definitions Related to this Viewport:

  • Primary Relationship Type: The constituent's primary relationship type as provided by your institution in the nightly data feed. While some constituents have more than one relationship type (i.e. a constituent that is an Alumna/us and a Parent), each constituent has only one primary relationship type which is chosen by your institution.
  • Cash: Includes gift and pledge payment transactions. This reflects actual dollars received during the period, and donors that paid during the period.
  • Commitment: Includes gift and pledge transactions. This reflects dollars generated / committed during the period, and donors who made some kind of commitment during the period, whether or not they paid during the period.
  • Pledge: Includes only pledge transactions.
  • Dollars: The total legal amount of transactions of the selected measurement from constituents of each primary relationship type.
  • Donors: The number of constituents of each primary relationship type that were credited with a transaction of the selected measurement during the month.