CSR1 - CSR Demo Database 1

5,554 accounts • Last Activity Jul 24, 2017
Trent Johnson
Include Soft Credits?
All Fields
Date Range
Month Range
Dollar Range
Date Added Range
Date Added Month Range
Added By
Batch Number
Batch Description
Bluebook Job ID
Appeal
Fund Code
General Ledger Code
Check # / Auth Code
Agilis Scan #
Payment Type
Gift Type
Gift Source
Acknowledge
Number of Honorcards
With Memo Data
With Honor/Memory Data
Total Qualifying Amount Range
Total Qualifying Transactions Range
Transaction
Promotion
to
to
Apr 25, 2019 to Jun 25, 2019
$
to
$
to
to
to
to
to
Any Value
AC - ACH
AE - American Express
CA - Cash
CC - Credit Card
CK - Check
DI - Discover
EF - EFT
MC - MasterCard
MO - Money Order
OT - Other
PD - Payroll Deduction
ST - Stock
VI - Visa
WT - Wire Transfer
Any Value
JA - New Plege-Annually
JM - New Pledge-Monthly
JQ - New Pledge-Qtrly
JS - New Pledge-SemiAnn
R - Recurring Charge
2 - Soft Money (GIK)
Any Value
AG - CAGER
AU - AUTHORIZE.NET
CT - CLIENT UPLOAD
DM - DM WEB
EF - EFT UPLOAD
FS - MONTHLY CC
LU - EMAIL BLAST
RD - RADIO
TM - TELE MARKETING
Any Value
N - Do Not Ack Gift
Q - Gift Needs Ack.
R - Receipt Sent
Y -
to
to
to
to
to
to
Exclude
to
Exclude
$
to
$
Exclude
to
Exclude
to
Exclude
$
to
$
Exclude
to
Exclude
to
Exclude
$
to
$
Exclude
Flags
A - No Receipt/Acknowledgement
B - Deceased
C - Email Only
D - Donovan Donor
E - 1 Mailing Per Year
F - 2 Mailings Per Year
G - Newsletters Only
H - YE Tax Receipts Only
J - Calendar Only
K - Name Labels Only
L - Major Donor
P - Monthly Giver
P - No Credit Card Offers
Q - No Calendars
R - No Name Labels
S - No Newsletters
T - No Gifts/Premiums
U - Not Deliverable
V - Ncoa Undeliverable
0 - Don’t Merge/consolidate
2 - Do Not Call
3 - Do Not Rent
4 - Do Not Mail
5 - Do Not Email
6 - Alumni
7 - Board Member
8 - Volunteer
Include
Exclude
States
AL - Alabama
AK - Alaska
AZ - Arizona
AR - Arkansas
CA - California
CO - Colorado
CT - Connecticut
DE - Delaware
DC - Dist. of Columbia
FL - Florida
GA - Georgia
HI - Hawaii
ID - Idaho
IL - Illinois
IN - Indiana
IA - Iowa
KS - Kansas
KY - Kentucky
LA - Louisiana
ME - Maine
MD - Maryland
MA - Massachusetts
MI - Michigan
MN - Minnesota
MS - Mississippi
MO - Missouri
MT - Montana
NE - Nebraska
NV - Nevada
NH - Hew Hampshire
NJ - New Jersey
NM - New Mexico
NY - New York
NC - North Carolina
ND - North Dakota
OH - Ohio
OK - Oklahoma
OR - Oregon
PA - Pennsylvania
RI - Rhode Island
SC - South Carolina
SD - South Dakota
TN - Tennessee
TX - Texas
UT - Utah
VT - Vermont
VA - Virginia
WA - Washington
WV - West Virginia
WI - Wisconsin
WY - Wyoming
PR - Puerto Rico
VI - Virgin Islands
GU - Guam
Include
Exclude
to
Exclude
miles outside of
Exclude
Include APOs/FPOs
Exclude
Include US Trust Territories
Exclude
Abilene, TX
Aguadilla-Isabela-San Sebasti˜n, PR
Akron, OH
Albany, GA
Albany-Schenectady-Troy, NY
Albuquerque, NM
Alexandria, LA
Allentown-Bethlehem-Easton, PA-NJ
Altoona, PA
Amarillo, TX
Ames, IA
Anchorage, AK
Anderson, IN
Anderson, SC
Ann Arbor, MI
Anniston-Oxford, AL
Appleton, WI
Asheville, NC
Athens-Clarke County, GA
Atlanta-Sandy Springs-Marietta, GA
Atlantic City-Hammonton, NJ
Auburn-Opelika, AL
Augusta-Richmond County, GA-SC
Austin-Round Rock-San Marcos, TX
Bakersfield-Delano, CA
Baltimore-Towson, MD
Bangor, ME
Barnstable Town, MA
Baton Rouge, LA
Battle Creek, MI
Bay City, MI
Beaumont-Port Arthur, TX
Bellingham, WA
Bend, OR
Billings, MT
Binghamton, NY
Birmingham-Hoover, AL
Bismarck, ND
Blacksburg-Christiansburg-Radford, VA
Bloomington, IN
Bloomington-Normal, IL
Boise City-Nampa, ID
Boston-Cambridge-Quincy, MA-NH
Boulder, CO
Bowling Green, KY
Bremerton-Silverdale, WA
Bridgeport-Stamford-Norwalk, CT
Brownsville-Harlingen, TX
Brunswick, GA
Buffalo-Niagara Falls, NY
Burlington, NC
Burlington-South Burlington, VT
Canton-Massillon, OH
Cape Coral-Fort Myers, FL
Cape Girardeau-Jackson, MO-IL
Carson City, NV
Casper, WY
Cedar Rapids, IA
Champaign-Urbana, IL
Charleston, WV
Charleston-North Charleston-Summerville, SC
Charlotte-Gastonia-Rock Hill, NC-SC
Charlottesville, VA
Chattanooga, TN-GA
Cheyenne, WY
Chicago-Joliet-Naperville, IL-IN-WI
Chico, CA
Cincinnati-Middletown, OH-KY-IN
Clarksville, TN-KY
Cleveland, TN
Cleveland-Elyria-Mentor, OH
Coeur d'Alene, ID
College Station-Bryan, TX
Colorado Springs, CO
Columbia, MO
Columbia, SC
Columbus, GA-AL
Columbus, IN
Columbus, OH
Corpus Christi, TX
Corvallis, OR
Crestview-Fort Walton Beach-Destin, FL
Cumberland, MD-WV
Dallas-Fort Worth-Arlington, TX
Dalton, GA
Danville, IL
Danville, VA
Davenport-Moline-Rock Island, IA-IL
Dayton, OH
Exclude
Any Value
Aruba Dutch Caribbean
Afghanistan
Albania
Algeria
America
Andorra
Angola
Anguilla
Antigua & Barbuda
Antarctica
Argentina
Armenia
Ascension
Australia
Austria
Azerbaijan
Azores
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bolivia
Bosnia-Herzegovina
Botswana
Brazil
British virgin Islands
Brunei Darussalam
Bulgaria
Burkina Faso
Burma (Myanmar)
Burundi
Exclude
Male
Female
Mr & Mrs
Exclude
Companies
Company Name
Exclude
to
Exclude
Upload Account List
Exclude
Phone Numbers
Primary Email Addresses
Spouse Email Addresses
Exclude
Exclude
Exclude
to
Exclude
Any Value
M - Monthly Giver
P - Partner
V - Vendor
Exclude
Any Value
001 - Homemaker
002 - Teacher
003 - Attorney
004 - Doctor
005 - Dentist
Exclude
Any Type
Individual
A - Agency
B - Business
C - Church
F - Foundation
G - Government
N - Non-sectarian
V - Vendor
X - Internal Use
Exclude
Any Value
AA - Agency
AP - Artist Program
CF - Crowd Funding
CH - Church
DE - Major Donor
DM - Direct Mail
EM - Employee Matches/Investments
EV - Event
FD - Foundations
GV - Government
IG - Internet Giving
OT - Other
PH - Phone - Inbound
PS - Personal Solicitation
RA - Radio
RE - Referral
SD - Seed
SF - Suppression File
ST - Staff
TM - Telemarketing - Outbound
TR - Trusts/Estates
TV - Television
UN - Unknown
WM - White Mail
Exclude
Any Value
MC - Matching Gift Company
MD - Matching Gift Foundation
Exclude
Any Type
AL - At Large
01 - Congressional District 01
02 - Congressional District 02
03 - Congressional District 03
04 - Congressional District 04
05 - Congressional District 05
06 - Congressional District 06
07 - Congressional District 07
08 - Congressional District 08
09 - Congressional District 09
10 - Congressional District 10
11 - Congressional District 11
12 - Congressional District 12
13 - Congressional District 13
14 - Congressional District 14
15 - Congressional District 15
16 - Congressional District 16
17 - Congressional District 17
18 - Congressional District 18
19 - Congressional District 19
20 - Congressional District 20
21 - Congressional District 21
22 - Congressional District 22
23 - Congressional District 23
24 - Congressional District 24
25 - Congressional District 25
26 - Congressional District 26
27 - Congressional District 27
28 - Congressional District 28
29 - Congressional District 29
30 - Congressional District 30
31 - Congressional District 31
32 - Congressional District 32
33 - Congressional District 33
34 - Congressional District 34
35 - Congressional District 35
36 - Congressional District 36
37 - Congressional District 37
38 - Congressional District 38
39 - Congressional District 39
40 - Congressional District 40
41 - Congressional District 41
42 - Congressional District 42
43 - Congressional District 43
44 - Congressional District 44
45 - Congressional District 45
46 - Congressional District 46
47 - Congressional District 47
48 - Congressional District 48
49 - Congressional District 49
50 - Congressional District 50
51 - Congressional District 51
52 - Congressional District 52
53 - Congressional District 53
Exclude
Any Value
A0 - 0-6M/1 DM
A1 - 0-6M/1 DM/.01-9.99
A2 - 0-6M/1 DM/10-14
A3 - 0-6M/1 DM/15-24
A4 - 0-6M/1 DM/25-49
A5 - 0-6M/1 DM/50-99
A6 - 0-6M/1 DM/100-249
A7 - 0-6M/1 DM/250-499
A8 - 0-6M/1 DM/500-999
A9 - 0-6M/1 DM/1000+
B0 - 7-12M/1 DM
B1 - 7-12M/1 DM/.01-9.99
B2 - 7-12M/1 DM/10-14
B3 - 7-12M/1 DM/15-24
B4 - 7-12M/1 DM/25-49
B5 - 7-12M/1 DM/50-99
B6 - 7-12M/1 DM/100-249
B7 - 7-12M/1 DM/250-499
B8 - 7-12M/1 DM/500-999
B9 - 7-12M/1 DM/1000+
C0 - 13-24M/1 DM
C1 - 13-24M/1 DM/.01-9.99
C2 - 13-24M/1 DM/10-14
C3 - 13-24M/1 DM/15-24
C4 - 13-24M/1 DM/25-49
C5 - 13-24M/1 DM/50-99
C6 - 13-24M/1 DM/100-249
C7 - 13-24M/1 DM/250-499
C8 - 13-24M/1 DM/500-999
C9 - 13-24M/1 DM/1000+
D0 - 25-36M/1 DM
D1 - 25-36M/1 DM/.01-9.99
D2 - 25-36M/1 DM/10-14
D3 - 25-36M/1 DM/15-24
D4 - 25-36M/1 DM/25-49
D5 - 25-36M/1 DM/50-99
D6 - 25-36M/1 DM/100-249
D7 - 25-36M/1 DM/250-499
D8 - 25-36M/1 DM/500-999
D9 - 25-36M/1 DM/1000+
E0 - 37-48M/1 DM
E1 - 37-48M/1 DM/.01-9.99
E2 - 37-48M/1 DM/10-14
E3 - 37-48M/1 DM/15-24
E4 - 37-48M/1 DM/25-49
E5 - 37-48M/1 DM/50-99
E6 - 37-48M/1 DM/100-249
E7 - 37-48M/1 DM/250-499
E8 - 37-48M/1 DM/500-999
E9 - 37-48M/1 DM/1000+
Exclude
Any Value
10 - BD
11 - GF
12 - GX
20 - BS
30 - CM
35 - CX
40 - LS
50 - JO
60 - FD
70 - WS
80 - VB
90 - VX
91 - PC
92 - PX
93 - JA
94 - JX
Exclude
to
Exclude
Any Value
A - No Receipt/Acknowl.
B - Deceased
C - Email Only
D - Do Not Contact
E - 1 Mailing/Nov NL
F - 2 Mailings/Easter/Cmas Appeals
G - Newsletters Only
H - Ye Tax Receipts Only
J - Prospectus Only
K - Newsletter And Prospectus Only
L - Prospect
O - No Donor Elite
P - No President's Gathering
Q - No President's Retreat
R - Match Only
S - Donor Advsd/Mtch Gifts Agency
T - Suppression
U - Not Deliverable
V - No Vaccine Solicitations
0 - Do Not Merge/Consolidate
2 - No Phone Calls
3 - No Name Sharing
4 - No Gifts Or Premiums
5 - No Telemarketing Calls
6 - No Email
7 - No Mail Code
8 - No Ncoa
Exclude
Any Type
Individual
A - Agency
B - Business
C - Church
D - DM
F - Foundation
Exclude
Donor Notes / Post Its
to
Exclude
Special Groups of Donors
Any Value
Yes - Current
No - No Longer
Exclude
Any Value
AT - Catalyst 2012 - Atlanta
Exclude
Any Value
71 - Annuity
73 - Will
Exclude
Include Soft Credits?
Display on Screen
Email as PDF
Email as CSV
Email as Excel
Overall Quantity Count Only
Total Dollar Amount
Average Dollar Amount
Name & Address/Coding
Donor ID (View Donors)
Zip Code
State
City/State
Country
Gender
Status
Matching?
Occupation
Cong Dist
Name Type
Cell Code
Donor Source
Caseworker
Transaction Data
Trans Date YEAR
Trans Date YYMM
Trans Date FULL
Appeal
Gen Ledger Code
Fund Code
Check#/authcode
Agilis Scan #
Payment Type
Gift Type
Gift Source
Acknowledge
# Of Honorcards
Added By
Bluebook Job ID
Promotional History
Promotional History Appeal
Promotional History Bluebook Job ID
Promotional History Mail Date
Include Soft Credits?
CSV
Email as Excel
Place file on FTP site for pickup
Compress Output File (Zip)
Upper/Lower Name & Address Data
All Fields
Title
First Name
Last Name
Suffix
Full Name
Secondary Title
Secondary First Name
Secondary Last Name
Secondary Suffix
Secondary Full Name
Address 1/Company
Address 2/Secondary
Address 3/Primary
City, State, Zip Line
City, State Line
City
State
Zip
Zip/Plus4
CRRT
MSA
Country
Alternate ID
Primary Email E-mail
Spouse Email E-mail
Gender Code
Telephone
Work Phone
Cell Phone
Fax Number
Special Salutation
Job Title
Website
Date Added to Database
Latest Date
Latest Amount
Largest Date
Largest Amount
Inception Date
Inception Amount
Total Dollar Amount
Year-to-date Amount
Total Responses (Non-Zero)
Total Responses (Includes Zero $)
All Fields
FLAGS
Status
Matching?
Occupation
Cong Dist
Name Type
Cell Code
Donor Source
Caseworker
Pref./nickname
Spouse Name
Spouse Bday
Anniversary
Additional Codes (Max 33/Query)
Flag Date
Ncoa Reason Codes
Pcoa Match
Ncoa Dma Prison Rehab Match
Donor Notes/Post Its
Donor Notes
Special Groups of Donors
Prospect
Catalyst Special Groups
Miscellaneous
Planned Giving
WE Inner Circle
Events
President Gathering Invitees
President Gathering Attendees
Presidents Retreat Invitees
Presidents Retreat Attendees
Telemarketing Campaigns
Reactivation Campaign 6/12
Reactivation Campaign 9/12
Q4 2012 Lapsed -OutBound Calls
TM - 2012 Pledges - Act & Lpsd
Q4 2013 - Lapsed
Q4 2013 - Active
Telemarketing - Q4 2013
2014-Q2-Lapsed
2014-Q2-Conversion
2014-Q2-Active
2013 Q4 Yes Analysis Names
2014-Q4 Campaign
Output file is not password protected
NSIC Database 2020
Average $ DONOR_IDS Total $
133.86 402 $153,319.02