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DATA SELECT REPORT
General Report
Hidden
Report Request form
First Data Select Report Type
Name
(Required)
First
Last
Email
(Required)
Department
Please outline the report requirements, including its goals, objectives, and the issue that the report aims to address.
(Required)
Please select all the ways in which you plan to use the information from this report. This will help us tailor the format and content to best suit your needs.
Email
Snail Mail
Phone Calls
Personal Outreach
Events
Is this report needed for a one-time analysis, regular monitoring, or other purposes?
(Required)
One Time
Ongoing Basis
Other
Which Salesforce objects or records should this report include ?
(Required)
Account
Contact
Donations
Campaigns
Please specify the due time for the report
(Required)
Note that due times are subject to the volume of requests we receive and the standard processing time required to prepare reports. While we aim to meet your requested timeline, please allow an additional 2-3 days for final delivery. We encourage you to plan ahead to help avoid any potential delays
Please specify the filter criteria
(Required)
Please specify the filter criteria required for this report. Include any specific data points, such as date ranges, geographic regions, donor segments, program types, or other relevant parameters. Providing detailed filter criteria will help ensure the report is tailored to your exact needs.
Is this a Donation Report?
(Required)
Yes
No
If its a Donation Report , Select the Contact Role?
(Required)
DAF
Hard Credits
Soft Credits
Fundraiser
Team Captain
Is this a Cash report ? Choose Stage
(Required)
Received
Gift in Kind Received
Pledged
Pending installments
Refunded
Declined
Choose one for the Stage
What fields do you need to see in the report?
(Required)
Account Details
Contact Details
Mailing Address
Email
Last Gift Date
First Gift Date
Mailing Preference
Active Donor Code
Select All
Is there anything else that you'd like to add?
