The Donations Screen

About the Donations Screen Amount and Dates Donor has a State contract checkbox Current Voter Donation History Donation Utilities Type of Donation Entire Database and Current Records Donation summaries Donation Note Donation Find Utility

About the Donations Screen The Donations screen allows the entry, analysis, and period reporting of donations data. Access to all but entry of pledges can be denied to all but Logged-in Adminstrators, if you decide. When MrDistrict is configured in that manner, volunteers and junior staff members of your team can enter pledges but cannot peruse donation records. To learn more about configuring security settings in MrDistrict to work for you click here.   To clear all the Donations records from a data file, do the followoing:   Log in as an Adminstrator and go to the Options screen.   Click 'Data Tools Switchboard' and then 'Export to a Folder'   Make note of the folder name that appears in the message box.   Open the MrDistrict/Exports folder usually located in your My Documents folder and then the folder where the Export was created, the name of which you made note of in the previous step.   Open the Excel file in that folder and delete all records from the DONATIONSTBL worksheet. Save and close the Excel file.     Top: The Donations Screen   Amount and Dates The Pledge Date defaults to the current date you enter it. Change the Pledge Date by clicking on the date itself while in Edit mode. A calendar will appear. Click the arrows to change the month and year and then click on a date to choose it. You can press Escape to cancel changing the date and it will close the calendar.   The Received Date and Deposit Date work the same way except that to reset one of those dates to 'Have not received' or 'Have not deposited' you must click the green light which is beside the entry.   The Amount is, of course, the amount in Dollars and Cents of the donation.   Top: The Donations Screen   Donor has a State contract checkbox This checkbox is for tracking donors who have a business contract with the state. The Missouri Ethics Commission requires that this be tracked and included in your reports to them. Most other States have a similar requirement.   Top: The Donations Screen   Current Voter Donation History The 'This Voter' section presents the current voter's donation history with 'Year to Date' Pledged, and Received, totals. Total Pledged, and Received is also shown. Statistics of Pledged versus Received for this voter are also shown. If a constituent has more than one donation the ordinal position of the current donation is noted, like '1 of 3' scrolling through donations can be done by clicking on the arrow keys on screen or by using the arrow keys on your keyboard. By the way, holding down the CTRL key and using the arrow keys on your keyboard will scroll through constituents when in either the Notes or the Donations screens.   Top: The Donations Screen   Donation Utilities All Pledged button The All Pledged button brings up all voters with pledges in the current data file. This negates any previously defined group, filter or find and then filters the entire district for voters with Pledges.   These Pledged button The These Pledged button brings up all voters with pledges in the currently defined set of records giving the Pledges within any district, previously defined group, filter or find.   These Summary button The These Summary button toggles the Current District Summary section to a Current Records Summary section which presents donation summary of the currently defined set of records with 'Year to Date' Pledged, and Received, totals. Total Pledged, and Received is also shown. Statistics of Pledged versus Received for this voter are also shown. This works with any type or combination of grouping methods you use to define a set of constituents, such as, Advanced Find, Instant Access, Defined Group, Filtered Defined Group etc. This can give you an insightful view into 'who' is donating money.   These Not Pledged button The 'These Not Pledged' button brings up the people who have not made a donation to your campaign or cause from the currently defined set of records.     Top: The Donations Screen   Type of Donation The Type section allows you to track four types of donations:    ·Cash    ·Check    ·Credit Card    ·Service Also tracks type of service, as well as, credit card number and type.   Top: The Donations Screen   Entire Database and Current Records Donations summaries The Entire Database Summary section presents a donations summary of the entire district with 'Year to Date' Pledged, and Received, totals. Total Pledged, and Received is also shown. Statistics of Pledged versus Received for this voter are also shown.   The 'These Summary' button toggles the Entire Database Summary section to a Current Records Summary section which presents donation summary of the currently defined set of records with 'Year to Date' Pledged, and Received, totals. Total Pledged, and Received is also shown. Statistics of Pledged versus Received for this voter are also shown. This works with any type or combination of grouping methods you use to define a set of constituents, such as, Advanced Find, Instant Access, Defined Group, Filtered Defined Group etc. This can give you an insightful view into 'who' is donating money.   Top: The Donations Screen   Donation Notes The Donation Notes can note the donors greatest concern or it can be used for notes on the particulars of the donation or for keywords/codes for searching.   Top: The Donations Screen   Donation Find Utility The Donation Find utilities help you locate a particular (or set such as a date range) donation record(s) based on the contents of a Donation's note or by the date the donation was made. Once you click the Find button in the Donations Find Utility Voter records having a donation record matching your criteria will be loaded. The Date search can be used for period reporting. Simply enter the period you would like a report on and then go to the Reporting screen to generate a report.   Top: The Donations Screen