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Corporate team report

This report contains information about fundraising progress of all your corporate teams.

Corporate team reports are available in two formats:

  • DETAILS: Displays information about each corporate team and all the team and individuals that are affiliated with a corporate team.
  • SUMMARY: Summarizes corporate team information including the fundraising progress of each corporate team

Step 1: Click the Reports Tab and select Corporate Team

Step 2: Set Report Criteria

Select the Event: Click the arrow beside Event and choose an event.

  • If the event has more than one location you can choose a location for your report.

Select the Format:  Details – File or Summary - File

Select Report Criteria: Choose a starting and ending date for the event

Click Generate Report 

Below are the columns that are in the report, with an explanation of what the values mean:

  • Corporate Team Name - The name of the corporate team the line item applies to.
  • Corporate Team ID - The system generated ID for the corporate team.
  • Last Name - In most cases the registrant’s last name will be populated. In the scenario where donations made directly to a team or corporate team are being displayed, a value of "Donations" will be populated.
  • First Name - In most cases the registrant’s first name will be populated. In the scenario where donations made directly to a team are being displayed a value of "Direct Team" will be populated. In the scenario where donations made directly to a corporate team are being displayed a value of "Direct Corporate Team" will be populated.
  • Email - In most cases the registrants email address will be populated. In the scenario where donations made directly to a team or corporate team are being displayed, no value will be populated.
  • Location - In most cases the location that the registrant registered for will be populated. In the scenario where donations made directly to a team or corporate team are being displayed, no value will be populated.
  • Constituent ID - In most cases the system generated constituent ID assigned to the registrant will be populated. In the scenario where donations made directly to a team or corporate team are being displayed, no value will be populated.
  • Corporate Team Captain - A value of "Yes" will be populated if the registrant is the corporate team captain. A value of "No" will be populated if the registrant is not a corporate team captain. In the scenario where donations made directly to a team or corporate team are being displayed, no value will be populated.
  • Affiliation Type - A value of "Individual" will be populated if the registrant is directly affiliated with the corporate team. A value of "Team" will be populated if the registrant is part of a team that is then affiliated with a corporate team. In the scenario where we are looking at donations made directly to a team a value of "Team" will also be populated. When looking at donations made directly to a corporate team, no value will be populated.
  • Team Name - In the scenario where the registrant is part of a team, the name of the team will be populated. In the scenario where donations made directly to a team are being displayed, the team name will also be populated. Nothing will be populated in all other scenarios.
  • Team Captain - A value of "Yes" will be populated if the registrant is the team captain. A value of "No" will be populated if the registrant is not a team captain. In the scenario where donations made directly to a team or corporate team are being displayed, no value will be populated.
  • Verified Amount Raised - Sum of all verified donations to that registrant, team or corporate team.
  • Unverified Amount Raised - Sum of all unverified donations to that registrant or team.
  • Total Amount Raised - Sum of all verified and unverified donations to that registrant, team or corporate team.
  • Verified # Donors - Sum of all verified donors to that registrant, team or corporate team.
  • Unverified # Donors - Sum of all verified donors to that registrant, team or team.
  • Total # Donors - Sum of all verified and unverified donors to that registrant, team or corporate team.
  • Corporate Team Page Link - Link to the corporate team page.
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