Constituent Recognition Credit Report

To view recognition credit information for a selected group of constituents, run the Constituent Recognition Credit Report. For each constituent, the report displays the constituent's name, constituent type, and primary address. The report also displays a sub-report that lists the recognition type, the effective date, and the recognition amount associated with recognition credit. The sub-report also displays the donor name for the revenue associated with recognition credit.

When you run a Constituent Recognition Credit Report, you can filter by specific selections to narrow the data that appears.

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  Include — Filter by a specific constituent query selection based on criteria you defined. Depending on your security rights, you can add and edit queries.

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  Date — Narrow the results by date.

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  Recognition type — View info for a specific recognition type, such as donor or spouse.