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The Fiscal Year Comparison by Primary Relationship Type Comparison 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 any of the links within the table to display a list of constituent records that make up the results.
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 who 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 The total legal amount of transactions of the selected measurement from constituents of each primary relationship typethe transactions.
- Donors: The The number of constituents of each primary relationship type that were credited with a transaction of the selected measurement during the monthunique entities with a donor qualifying transaction (donor indicator is set to true on the transaction).