Video Outline
- Create a list using DataMiner Platinum
- Filter your results in the Review Data and Export tab
- Using templates to build a report
DataMiner Platinum Proximity (Zip Code) Reports
Reports > DataMinerPlatinum > Query Tab for Zip Proximity
DataMiner Platinum has the ability to run proximity reports based on a target zip code. To take advantage of this feature, simply add the Zip/Postal Code field to the Query Builder tab of your DMP batch. Select your zip code, and then enter the distance you would like to search outside of that zip code.
The end report in the example above will select all donors with a zip code that falls within 30 miles from 53018.
DataMiner Gold (DMG) vs DataMiner Platinum (DMP) Video
What’s the difference between DataMiner Gold and DataMiner Platinum?
Continue reading “DataMiner Gold (DMG) vs DataMiner Platinum (DMP) Video”
Pledge Detail Query Report
Reports > DataMiner Platinum > Pledge > Pledge Detail Information
DataMiner Platinum Reports
There are 3 different pledge-related reports you can build in DataMinerPlatinum.
DataExport Tab > Pledges > Detail (at the bottom)
The Detail report will show you ALL pledges within the criteria you build in to your query.
This is a handy report to show All Pledges to the Capital Campaign, for example (especially if someone has made multiple pledges).
This will show Pledged Amount, Total Collected, Total balance due, etc.
**This report will not show actual due-dates and upcoming payment schedule
DataExport Tab > Pledges > Summary (at the bottom)
The Summary report for Pledges is rarely used, because it will combine multiple pledges per DONOR, to give you a TOTAL of what they’ve pledged over time. It literally summarizes all the pledges out there.
DataExport Tab > Pledges > Pledge Detail (at the bottom)
The Pledge Detail report will show you the upcoming due-dates and payment schedule, as well as general information about the pledge.
Pull the Pledge Detail fields on to your Field Export (they are all the way at the bottom of the list of available fields).
The Review Data tab will display Pledge Detail fields about the respective pledge payments, and the general Pledge fields about the overall pledge.
Relevant Links:
Pledge Tab
DataMiner Batch Letters (to send your Pledge reminder letters)
Pledge Email reminders
Pledge Tracking Best Practices
Aggregate (Summary) fields for DataMiner Platinum
When building a Summary DataMiner Platinum report, you must tell DonorSnap what information to display as Summary. Continue reading “Aggregate (Summary) fields for DataMiner Platinum”