The Donor Type Summary viewport displays dollar and donor performance by Donor Type over a five year period. All metrics are within the context of the selected school/unit giving designations, primary relationship types, measurement and time period.

Key Definitions:

• Cash: Includes gift and pledge payment transactions. This reflects actual dollars received during the period, and donors who paid during the period.
• Commitment: Includes gift and pledge transactions. This reflects dollars generated/committed during the period, and donors who made any commitment during the period, whether or not they paid during the period.
• Pledge: Includes only pledge transactions.
• Acquired: Donors who made their first gift in the specified time period (had not given in any previous fiscal year).
• Retained: Donors who gave in the specified time period and were also donors in the previous fiscal year.
• Renewed: Donors who gave in the specified time period who had donated sometime in the past, but did not donate in the previous fiscal year.
• Dollar Performance: The total legal amount of the transactions. This includes only transactions designated to one of the selected school/unit giving designations, and from entities with one of the Primary Relationship Types selected.
• Donor Performance: The number of unique entities with a donor qualifying transaction (donor indicator is set to true on the transaction). This includes only transactions designated to one of the selected school/unit giving designations, and from entities with one of the Primary Relationship Types selected.