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Advancement Composite View Meta Data Reports

Target Reports:

Composite ViewDescription
AA_ADVANCEMENT_RATING
Source composite view of all internal and external advancement ratings associated with a prospect person or organization. Contains one row per rating per entity.
AA_ANNUAL_GIVING
Source composite view contains summary detail for all giving per fiscal year for persons and organizations.
AA_CAMPAIGN
AA_CAMPAIGN_COMMENT
AA_CAMPAIGN_DESIGNATION
AA_CAMPAIGN_EXPENSE
AA_CAMPAIGN_FUNDRAISER
Contains detail information for each solicitor assigned to the campaign by solicitation type and or by solicitor organization or by neither.One row per campaign per solicitor type per solicitor organization per solicitor uid.
AA_CAMPAIGN_GIVING_HISTORY
Source composite view contains summary giving detail for persons and organizations on a per campaign, per fiscal year basis.
AA_CAMPAIGN_MAIL
AA_CAMPAIGN_SOLICITATION
AA_CONSTITUENT
Source composite view contains biographic and demographic information for all persons, including summary detail on total to-date giving and institutional involvment.
AA_CONSTITUENT_CONTACT
Source view contains all contacts with a person or organization related to a project or interest area. Contact information may correspond to a prospect plan or result from an unplanned contact.
AA_CONSTITUENT_PLAN
Source composite view contains all scheduled or unplanned moves associated with a prospect plan for a person or organization.
AA_CONSTITUENT_STAFF_ASSIGN
Source composite view of all staff assignements associated with a prospect person or organization. Contains one row per assignment per entity.
AA_CON_CONF_COMMENT_SUBJ
Contains subject tag indexing for prospect confidential comments. This is to be used with PROSPECT_CONFIDENTIAL_COMMENT to aid in filtering comments by keyword.One occurrence per entity uid per comment group sequence number per staff iden per comment subject.
AA_CON_ENTITY_CONF_COMMENT
Contains confidential comments for constituent entities.One occurrence per entity uid per comment group sequence number per staff iden.
AA_DEGREE
Source composite view contains information on all degrees received by a person from any institution as applicable.
AA_DESIGNATION
Source composite view provides reporting from a designation perspective as a whole. This contains designation information, total pledges, pledge payments and gifts with matching information and various counts for the designation.One occurrence per designation.
AA_DESIGNATION_ADJUSTMENT
Source composite view provides reporting on designation adjustments.One occurrence per designation per adjustment sequence.
AA_DESIGNATION_ATTRIBUTE
Source composite view provides reporting on designation attributes.One occurrence per designation per attribute.
AA_DESIGNATION_CLASS_YEAR
Source composite view provides reporting on class years associated with a designation.One occurrence per designation per class year.
AA_DESIGNATION_COMMENT
Source composite view provides reporting on comments associated with a designation.One occurrence per designation per comment group sequence number per staff iden.
AA_DESIGNATION_COMMENT_SUBJ
Source composite view provides reporting on comment tags associated with a designation comment.One occurrence per designation per comment group sequence number per staff iden per comment tag.
AA_DESIGNATION_FINAID_FUND
Source composite view provides reporting on financial aid funds associated with a designation.One occurrence per designation per financial aid fund.
AA_DESIGNATION_GIVING_HISTORY
Source composite view contains summary giving information by person or organization for each fund or designation on a per fiscal year basis.
AA_DESIGNATION_ID
Source composite view contains information about contacts, report recipients, and other individuals or organizations associated to a designation.One row per designation per designation id.
AA_DONOR_CATEGORY
Source composite view of all donor categories associated with a person or organization. Donor categories correspond to the standardized voluntary support of education reporting categories.
AA_EXCLUSION
Source composite view of all actions or activities from which a person or organization should be excluded including mailings, phone contact or solicitations.
AA_FUNDING_INTEREST
Source composite view of each funding project or area of interest to which a prospect person or organization has been associated for potential solicitation. Data includes current prospect status, target ask amount and date, method of donation and free form text.
AA_GIFT
Source composite view contains information on all gifts or payments made by a person or organization including campaign, designation, associated pledge details, matching gift information, preferred class, solicitation and recognition details.
AA_GIFT_ASSOCIATED_ENTITY
The source composite view contains all entities and related information associated with a gift or payment.
AA_GIFT_AUXILIARY
Source composite view contains details related to any quid pro quo benefits or permiums associated with an individual gift made by a person or organization.
AA_GIFT_MATCHING
Source composite view contains employer matching gift details for each eligible gift made by a person.
AA_GIFT_MEMO
Source composite view contains information for each memo or soft credit assignment made in association with an individual gift or pledge payment. .
AA_GIFT_MULTIPLE
Source composite view contains information for each multiple or hard credit assignment made in association with an individual gift or pledge payment.
AA_GIFT_SOCIETY
Source composite view contains information on each gift society to which a person or organization is affiliated on a per year basis.
AA_MEMBERSHIP
Source composite view contains information on each membership program to which a person or organization is affiliated on a per interest basis.
AA_MEMBERSHIP_DUES
Composite view contains information on each dues payment for a membership program to which a person or organization is affiliated.
AA_MEMBERSHIP_INTEREST
Composite view contains information on each membership program to which a person or organization is affiliated on a per interest basis per transaction adjustment.
AA_ORGANIZATIONAL_CONSTITUENT
Source composite view contains biographic and demographic information for all organizations, including donor categories, matching gift rules, institutional affiliations and summary detail on giving history.
AA_ORGANIZATION_CONTACT
One row per entity per contact sequence number.
AA_ORGANIZATION_FUNDING_AREA
Contains areas of interests fundable by an organization.One row per organization per funding area.
AA_PLEDGE
Source composite view contains information on all pledges made by a person or organization including campaign, designations, payment methods, amounts paid and solicitation details.
AA_PLEDGE_ASSOCIATED_ENTITY
List of all entities and related information associated with a pledge or payment.One row per entity per pledge per associated entity.
AA_PLEDGE_AUXILIARY
Contains auxiliary information for individual pledges, including alternative recognition donor categories or class years, details related to any associated quid pro quo benefits/premiums or the face/market values of the gift.One row per entity, i.e., person or organization, per auxiliary pledge record.
AA_PLEDGE_CONDITIONAL
Contains information pertaining to conditional pledges.One row per pidm per pledge number per sequence number.
AA_PLEDGE_INSTALLMENT
Source composite view contains details on each scheduled payment for any pledge set up on an installment plan basis for a person or organization.
AA_PLEDGE_MATCHING
Source composite view contains details and tracking information on employer matching contributions for each eligible pledge made by a person.
AA_PROJECT_INTEREST
Contains an unlimited number of project or interest areas that a prospect may be interested in supporting.One row per entity per project.
AA_PROSPECT_CONF_COMMENT
Source composite view provides reporting on confidential comments associated with a prospect.One occurrence per prospect per comment group sequence number per staff iden.
AA_PROSPECT_CONF_COMMENT_SUBJ
Source composite view provides reporting on confidential comment tags associated with a prospect comment.One occurrence per prospect per comment group sequence number per staff iden per comment tag.
AA_PROSPECT_CONTACT_EXPENSE
Contains a list of all expenses related to the contact for this prospect for the responsible staff member assigned.Multiple rows per entity per contact reference item number, per expense type.
AA_PROSPECT_INFO
Source composite view contains general information on each prospect person or organization including source, status, target ask amount and ask date and primary staff assignments.
AA_PROSPECT_MOVES_MANAGEMENT
Contains details related to each scheduled move and each contact or follow up action associated with a prospect plan for a prospect.Multiple rows per entity per project.
AA_PROSPECT_PROPOSAL
Source composite view contains information on all proposals associated with a prospect person or organization.
AA_PROSPECT_PROPOSAL_MASTER
Contains detail information for each proposal associated with a prospect on a per proposal project basis.One row per entity per proposal per proposal project.
AA_PROSPECT_PROPOSAL_PROJECT
Contains detail information for each proposal associated with a prospect on a per proposal project basis.One row per entity per proposal per proposal project.
AA_PROSPECT_PROPOSAL_RESULT
AA_PROSPECT_STAFF_ASSIGNMENT
Contains a listing of all staff assigned to a prospect. This may be through direct staff assignment, a proposal assignment, or a prospect management contact.One row per entity per staff type per staff identifier or staff UID.
AA_SOLICITOR
Source composite view contains details related to any solicitation efforts associated to a gift or pledge.
AA_SOLICITOR_ASSIGNMENT
Source composite view provides reporting on assigned contacts to solicitor organizations and or solicitors. This includes information about constituents assigned to either a campaign, type of solicitation, solicitor organization and or solicitor with ask amounts and ask dates.One occurrence per campaign per solicitation_type per solicitor_organization per solicitor_uid per assignment_sequence_number per solicitation_year.
AA_SOLICITOR_ASSIGNMENT_RESULT
Source composite view provides reporting on results of an assigned contact to solicitor organizations and or solicitors. This contains information about results of an assigned contacts to either a campaign, type of solicitation, solicitor organization and or solicitor with the type of contact, results, date of solicitation, gift and pledge number.One occurrence per campaign per solicitation_type per solicitor_organization per solicitation_year per solicitor_uid per contact_sequence_number per sequence_number.
AA_SOLICITOR_ORGANIZATION
Contains detail information for each solicitor organization, who the contact is, participation goal, dollar goal, and anticipated donor count.One row per solicitor organization.
AA_SOLICITOR_ORG_COMMENT
Contains comments for a solicitor organization.One occurrence per solicitor per sequence number.
AA_SOLICITOR_ORG_FUNDRAISER
Contains detail information for each solicitor assigned to the solictor organization.One row per solicitor organization per solicitor.
AA_SOL_ORG_FUNDRAISER_GOAL
Contains detail information for each solicitor within an organization, who the contact is, participation goal, dollar goal, and anticipated donor count.One row per solicitor organization per solicitor uid per year.
AA_SOL_ORG_GOAL
Contains detail information for each solicitor organization, who the contact is, participation goal, dollar goal, and anticipated donor count.One row per solicitor organization per year.
AA_SPECIAL_ACTIVITY
Source composite view contains information on any special activities in which a person or organization has participated.
AA_SPECIAL_ACTIVITY_YEAR
Special advancement activity year composite view will be repeating data and store all of the years recorded for a person's participation in an activity.
AA_SPECIAL_PURPOSE_GROUP
Source composite view contains information related to any special purpose groups to which a person or organization is affiliated.
AA_VALIDATION
Source composite view contains a number of the source systems' validation table records. This view was meant to be used with reporting tools to create list of values as well as for cleansing purposes in the Enterprise Data Warehouse.
AA_YEAR_TYPE_DEFINITION
Contains the year types and codes.

Source Reports:

3_5_7_10_REPEAT_DONOR
AABDUES
AABMINT
AABMSHP
AARDUES
AARMEMB
AARMINT
ADBDESG
ADRADAJ
ADRATTR
ADRCONF
ADRDIDS
ADRFUND
ADRSUBJ
ADRYEAR
AFBCAMP
AFRCOMT
AFRCRES
AFRCSLT
AFRCSOL
AFRCTYP
AFRDESG
AFREXPN
AFRMAIL
AGBGIFT
AGBGIFT
AGBGIFT_1
AGBMGID
AGBPINS
AGBPLDG
AGGREGATOR
AGGREGATOR_0
AGGREGATOR_2
AGG_LAST_YOG_2BAK
AGRGASC
AGRGAUX
AGRGDES
AGRGMLT
AGRGMMO
AGRGPAY
AGRGSOL
AGRMDES
AGRPASC
AGRPAUX
AGRPCON
AGRPDES
AGRPINS
AGRPMEM
AGRPMLT
AGRPSOL
AMBPLAN
AMBPROP
AMOUNT_CALCULATIONS
AMRATTN
AMRCONF
AMRCONT
AMRDESG
AMREXRT
AMRINFO
AMRPEXP
AMRPLAN
AMRPRIN
AMRPROP
AMRPRRS
AMRPRRT
AMRPRRT
AMRSTAF
AMRSUBJ
AOBORGN
AORCONT
AORFUND
APBCONS
APBCONS
APBCONS_1
APBGHIS
APRACLD
APRACTY
APRACYR
APRADEG
APRADEG_CONC2
APRADEG_HOND_CODE_4
APRAMAJ
APRCATG
APRCHIS
APRCHLD
APRCONF
APRCSPS
APRDCLB
APRDHIS
APREHIS
APREXCL
APRIGRP
APRMAIL
APRPROS
APRSALU
APRSUBJ
APRVIPC
APRXREF
APVCHLD
APVCSPS
APVXREF
ARMSTAF
ASBSORG
ASRCOMT
ASRSOAG
ASRSORG
ASRSSAG
ASSIGNED_IND_AND_DATES
ATVADJT
ATVAMCT
ATVAMGP
ATVAMIN
ATVAMST
ATVAMST
ATVAMTP
ATVASSC
ATVCFAE
ATVCMTP
ATVDATR
ATVDCAM
ATVDCNP
ATVDCPR
ATVDCST
ATVDCYR
ATVDGRP
ATVDGRP
ATVDIST
ATVDITP
ATVDONR
ATVDONR
ATVDOTT
ATVDSTA
ATVDSTP
ATVEMPS
ATVEMPS
ATVEXCL
ATVEXRS
ATVFISC
ATVFUND
ATVGACK
ATVGCLS
ATVGCLS
ATVGIFT
ATVGIFT
ATVGIVH
ATVIGRP
ATVINCM
ATVJOBC
ATVMOVE
ATVOCON
ATVPACK
ATVPCAT
ATVPCLS
ATVPCLS_3
ATVPGVE
ATVPGVE
ATVPLDG
ATVPRCD
ATVPRMD
ATVPROJ
ATVPROJ
ATVPROP
ATVPRST
ATVPRTP
ATVPSTA
ATVRATE
ATVREFR
ATVRSCR
ATVRTGT
ATVSALU
ATVSCNT
ATVSCNT
ATVSCRS
ATVSDTA
ATVSICC
ATVSICC
ATVSOLC
ATVSOTP
ATVSSTA
ATVSTFT
ATVVIPC
ATVXREF
ATVXREF
AXBMGID
AXRMDES
CALCULATION
CLN_ADDRESS_TYPE
CLN_ADVANCEMENT_APPEAL
CLN_ADVANCEMENT_DEGREE
CLN_ADVANCEMENT_DEG_COMMENTS
CLN_ADVANCEMENT_DEG_CONC
CLN_ADVANCEMENT_DEG_DEPT
CLN_ADVANCEMENT_DEG_HONR
CLN_ADVANCEMENT_DEG_MAJR
CLN_ADVANCEMENT_DEG_MINR
CLN_ADVANCEMENT_DEG_YEAR
CLN_ADVANCEMENT_INSTITUTION
CLN_ASSIGNMENT
CLN_CAMPAIGN
CLN_CLASS_SCHOOL
CLN_CONSTITUENT_ENTITY_ATTRIB
CLN_CONSTITUENT_ENTITY_TYPE
CLN_CONSTITUENT_EVALUATION
CLN_CONSTITUENT_EVAL_DETAIL
CLN_CONSTITUENT_INTEREST
CLN_CONSTITUENT_PROFILE
CLN_CONSTITUENT_PROFILE_DETAIL
CLN_CONST_EMPLOYMENT_JOB
CLN_CONTACT_REPORT
CLN_CONTACT_REPORT_ATTRIBUTE
CLN_CONTACT_REPORT_CREDIT
CLN_DEMOGRAPHIC
CLN_DESIGNATION
CLN_DESIGNATION_ATTRIBUTE
CLN_DESIGNATION_DETAIL
CLN_EMAIL
CLN_EMAIL_ATTRIBUTE
CLN_EMAIL_COMMENT
CLN_EMAIL_TYPE
CLN_EMPLOYMENT_RELATIONSHIP
CLN_ENTITY
CLN_ENTITY
CLN_EXCLUSION
CLN_EXCLUSION_COMMENT
CLN_FUNDRAISING_INITIATIVE
CLN_GEOGRAPHIC_REGION
CLN_GIFT
CLN_GIFT_DETAIL
CLN_GIFT_SOCIETY
CLN_GIFT_SOCIETY_YEAR
CLN_GIVING_ATTRIBUTE
CLN_MAILING_ATTRIBUTE
CLN_MATCHING_CLAIM
CLN_MATCHING_CLAIM_DETAIL
CLN_MEMBERSHIP
CLN_MULTI_SOURCE
CLN_MULTI_SOURCE
CLN_NON_ENTITY_RELATION
CLN_NON_ENTITY_RELATION
CLN_PHONE
CLN_PHONE_COMMENT
CLN_PHONE_TYPE
CLN_PLEDGE
CLN_PLEDGE_DETAIL
CLN_POSTAL
CLN_PROPOSAL
CLN_PROPOSAL_ATTRIBUTE
CLN_PROPOSAL_PURPOSE
CLN_PROSPECT
CLN_PROSPECT_ATTRIBUTE
CLN_PROSPECT_SHARED_ATTRIBUTE
CLN_RELATIONSHIP
CLN_RELATIONSHIP
CLN_SPECIAL_PURPOSE
CLN_SPECIAL_PURPOSE_COMMENT
CLN_SPECIAL_PURPOSE_TYPE
CLN_STAFF
CLN_STAGE
CLN_STREET_ADDRESS
CLN_VARIABLE_PURPOSE
CLN_YEAR_OF_GIVING
COMBINED_EXPRESSIONS
CONFIDENTIALITY_IND_EXPRESSION
CONSTANT
CONSTANTS
CONSTANT_0
CONSTANT_0_GRP_KEY
CONSTANT_1
CONSTITUENT_IND_EXPRESSION
DATE_TRANSFORMS
DECEASED_EXPRESSIONS
DEFAULTS
DEFAULT_VALUES
DEPENDANT_EXPRESSION
DEPENDANT_EXPRESSIONS
DEPENDENT_EXPR
DESCRIPTION_EXPRESSION
DESIGNATION_ACCOUNT
DONOR_ASSOCIATIONS
EMPLOYER_EXPR
EMPTY_KEY
EXPRESSION
EXPRESSION
EXPRESSIONS
EXPRESSION_0
EXPRESSION_1
EXPRESSION_2
EXPRESSION_AMBPROP_GURIDEN
EXPRESSION_COUNT
EXPRESSION_LKP
EXPRESSION_NVL
EXP_3_5_7_10
EXP_3_5_7_10_IND
EXP_COUNT
EXP_DOWNGRADE_UPGRADE_CONST
EXP_GET_TO_DT
EXP_GROUP_KEYS
EXP_KEYS
EXP_LATEST_GIVING_YR_AMT
EXP_LYBUNT_SYBUNT
EXP_LY_DOWN_UPGR_CONST
EXP_LY_RETENTION_CONDITIONS
EXP_LY_RETENTION_STATUSES
EXP_LY_RET_CONDITIONS
EXP_LY_UPGR_DOWNGR_CONST
EXP_REPLACE_NULLS
EXP_REPLACE_NULL_DATES
EXP_REPLACE_NULL_VALUES
EXP_RETENTION_STATUSES
EXP_SHORT_LONG_LAPSE
EXP_TOTAL_PARTICIP_YR_AMT
EXP_TRUNC_CREATE_DT
FULL_NAME_EXPRESSION
FUNCTION
GIFT_AGGREGATOR
GIFT_EXPRESSION
GOBINTL
GOREMAL
GORVISA
GROUP_COUNT_EXPRESSION
GROUP_COUNT_EXPRESSIONS
GROUP_KEY_EXPRESSION
GTVEMAL
GTVEXPN
GTVLETR
GTVMAIL
GTVSYSI
GURMAIL
GURTKLR
HBS_EXPRESSIONS
LKP_EXPRESSION
LKP_EXPRESSIONS
LKP_IND_EXPRESSION
LKUP_EXPRESSIONS
LOAD_PROCESS
MATCHING_CLAIM_EXPRESSIONS
MGKUTIL.F_GETCALENDARRECORDS
MIDDLE_INITIAL_EXPRESSION
MTVPARM
NA
NO SOURCE
NVL_GRP_KEY
No Source
PERSON_IND_EXPR
PERSON_IND_EXPRESSION
PLEDGE_AMTS
PREFFERED_PHONE_NUMBER
PROSPECT_SHARED_ATTRIBUTE_EXPR
RETIRED_IND_EXPR
SGRVETN
SORINTS
SPBPERS
SPOUSE_GROUP_IDENTIFIERS
SPRADDR
SPRIDEN
SPRTELE
STAGE_TYPES
STVACAT
STVACCG
STVACTC
STVACTP
STVACYR
STVCAMP
STVCITZ
STVCNTY
STVCOLL
STVCOLL
STVDEGC
STVDEPT
STVDEPT
STVDLEV
STVETCT
STVETHN
STVGEOD
STVGEOR
STVHOND
STVLEAD
STVLGCY
STVMAJR
STVMRTL
STVNATN
STVNATN
STVRELG
STVSBGI
STVSTAT
STVTELE
STVVETC
STVVTYP
SYSTEM_LOAD_PROCESS
TMP_WAT_RQPP_AFP_CYOG
TMP_WAT_RQPP_DES_COLL_INT
TMP_WAT_RQPP_DES_DEPT_INT
TMP_WAT_RQPP_ENTITY_YEAR
TRANSACTION_TYPES
TRANSLATIONS
WAREHOUSE_ENTITY_SOURCE
WAT_RQPP_YEARLY_INSTITUTION
WCV_DEFAULT_VALUES
WDT_CAMPAIGN
WDT_CONSTITUENT_ENTITY_ATTRIB
WDT_DESIGNATION_DETAIL
WDT_DONOR_SUMMARY
WDT_DONOR_SUMMARY
WDT_ENTITY
WDT_FUNDRAISING_GOAL
WDT_WAREHOUSE_ENTITY
WDT_WAREHOUSE_ENTITY
WDT_YEAR_OF_GIVING
WDT_YEAR_OF_GIVING
WFT_ADDRESS
WFT_ASSIGNMENT
WFT_CONSTITUENT_EMPLOYMENT
WFT_CONSTITUENT_ENTITY
WFT_CONSTITUENT_ENTITY
WFT_DESIGNATION_ATTRIBUTE
WFT_MAIL_TRACKING
WFT_PLEDGE
WFT_PROPOSAL
WFT_PROSPECT
WFT_PROSPECT_INTEREST
WFT_RELATIONSHIP
WFT_RELATIONSHIP


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