University of California, San Francisco, University Development and Alumni Relations
UDAR - IS Report Request Form
(All fields in green are Required)
Requesting Unit:
Requested by: Phone Number: Email:
Report Title:
Purpose of Report:
Due Date:
Please allow at least 10 business days for a standard report tu
... Report Type: Solicitation Mailing
Gifts Data
Gifts Data with Donor Mailing Details Donor Giving Summary
Analysis/Summary Report Honor Roll Report
Top (specify number) Donors Report e.g. Top 100 Donors List Alumni Association Membership Mailing
Alumni Association Publication Mailing Alumni Association ReUnion Mailing Other Membership Mailing
Customized Program or Application Set Up Funding Purpose
Set Up Mailing List
Set Up Appeal-Groups or Appeal-Codes Upload Appeals
Other
Report Frequency:
One-time Quarterly
Weekly Annually
Monthly Fiscal Year End
Output Desired: Excel File Web Report
PDF File Text / CSV File Count
Other
Re-run a previous Work
Order? Yes , Work Order #
No
Modify a previous Work
Order or Report? Yes , Work Order # Report Name
No
Clone a previous Work
Order? Yes , Work Order #
No
Fields/Columns required
on the report: ID, Name, Salutation
Entity Record Type
Entity Source e.g. Acquisition (ACQ), IDX, Memorial Giving (MEM) Spouse ID, Spouse Name
Spouse Record Type
Spouse Entity Source e.g. Acquisition (ACQ), IDX, Memorial Giving (MEM) Joint Name and Joint Salutation
Preferred Address, Phone, Email Home Address, Phone, Email
Business Address, Phone, Email
Preferred School and Class Year
Spouse Preferred School and Class Year
Degree 1, 2, and 3 details - school, degree-code, major
Alumni Association Membership Details - school, status, renewal year Employment Info with Specialty
Prospect Status, Type, Staff Assigned
Donor Giving Summary / Cumulative Giving Details / Lifetime Giving to UCSF and/or Individual Gift Details - Gift Amount, Date, Allocation, Appeal
Last Gift Details First Gift Details Largest Gift Details
Other Fields
Sort By: Entity Record Status to be
included: Active Lost Deceased Removed By Request
Outs? Record Type(s) to be
included: ALL
Alumni
Degreed Alumni
School of Dentistry School of Medicine School of Nursing
Specific Degrees and/or Majors, if any:
Non-Degreed Alumni
School of Dentistry School of Medicine School of Nursing
Specific Degrees and/or Majors, if any:
Faculty
Paid Unpaid Emeritus Retired Former
Friend
New Student
Staff Academic Staff Retired Staff Former Staff
Former Resident Current Resident
Parent Parent of S/D Student
Patient Former Patient
Volunteer
Post-Doctoral Fellow
UCSF Support Group
Other
Standard Solicitation
Exclusions: Do Not Solicit (N) Do Not Email (E) No Marketing Mail (M)
Do Not Phone at Home (P) Do Not Phone (Q)
Standard Mailing/Report
Exclusions: Assigned Major Prospects
Unassigned Major Prospects
Foreign Country Residents
Anonymous Donors
Mailing List
Exclusions/Inclusions:
Include Members of Mailing List:
Exclude Members of Mailing List:
ALL
1K - 1,000 Influentials A001 - UC Regents
A002 - UC Regents - Designate
A003 - UC Regents - Faculty Representatives ALL
1K - 1,000 Influentials A001 - UC Regents
A002 - UC Regents - Designate
A003 - UC Regents - Faculty Representatives Affiliations
Exclusions/Inclusions:
Include entities with Affiliation:
Exclude entities with Affiliation:
ALL
AAT - Alumni Assoc in Taiwan AAUC - AAUC
AAUCS - AAUCSF
ACF - Association of the Clinical Faculty ALL
AAT - Alumni Assoc in Taiwan AAUC - AAUC
AAUCS - AAUCSF
ACF - Association of the Clinical Faculty Alumni Association
Exclusions: 'AFOUT') Exclude Alumni that have requested to opt-out of future mailings by our Affinity partne
Exclude Alumni that do not want to receive Dentistry Alumni Membership Mailings (m
Exclude Alumni that do not want to receive Dentistry Alumni Publications (mail_list_c
Exclude Alumni that do not want to receive Dentistry Alumni Reunion (mail_list_code
Exclude Alumni that do not want to receive Medicine Alumni Membership Mailings (m
Exclude Alumni that do not want to receive Medicine Alumni Publications (mail_list_c
Exclude Alumni that do not want to receive Nursing Alumni Membership Mailings (ma
Exclude Alumni that do not want to receive Nursing Alumni Publications (mail_list_co
Exclude Alumni that do not want to receive Nursing Alumni Reunion (mail_list_code =
Exclude Alumni that do not want to receive Pharmacy Alumni Membership Mailings (m
Exclude Alumni that do not want to receive Pharmacy Alumni Publications (mail_list_c
Exclude Alumni that do not want to receive Pharmacy Alumni Reunion (mail_list_code
Exclude Alumni that do not want to receive Graduate Division Alumni Membership Ma
Alumni Association Members
Exclusions/Inclusions:
Include Members of School: with Membership Status:
Exclude Members of School: with Membership Status:
Include Gifts made to:
Gifts made to any area
To Alloc-School
Press the CTRL key to
ALL
CHA - Chancellor's Office DEN - Dentistry
GRD - Graduate Division MED - Medicine
To Alloc-Department
ALL
ACAFF - Off of Vice Chan of Acad Affairs ACC - Ambulatory Care Center
ADMIN - Admininstration AIDS - AIDS Clinic
To Alloc-Division
ALL
ADOL - Adolescent Medicine AHP - AIDS Health Project AIDS - AIDS Research Program AIDS-S - SFGH AIDS Svcs.
To Allocation or Fund Number
To Funding Purpose
Press the CTRL key to select multiple values
ALL
CAN - Cancer BAS - Basic Science AIDS - AIDS
SOC - Social Something
To Appeal
To Appeal-Group
values
ALL 07N - x
8BA - Eight Ball A - Last Year Donors
Specify a filename and location if you would like to add an attachment with your request:
Note: Please save your files in the S:\FILES FOR WORK ORDERS\ folder for IS to pick them up.
To Program-Code Pres ALL 001 - Chancellor 002 - Graduate Division
003 - Annual Fund Special Gifts 004 - School of Dentistry
To Prospect Interest
P
ALL
ACC - Alameda/Contra Costa ACQ - Acquisitions
ACT - Ambulatory Care Center ADN - Addiction
Gifts Year of Giving or
Date Range criteria: Year of Giving Please specify fiscal year in YYYY format
Date Range Please specify
Gift Amount criteria: Credit Type to be
included: Hard Credit - Legal Amount (Primary donor only)
Soft Credit - Credit Amount (Indirect/Associated donors only) Both Hard and Soft Credit - Credit or Legal Amount (all donors)
Transaction Types to be
included: Gifts (Cash or Accrual amount)
Matching Gifts (Cash or Accrual amount)
Pledges (Accrual amount)
Exclude Cancelled Pledges Exclude Written-Off Pledges Exclude Forg
Pledge Payments (Cash amount)
Special Processing: Flag Dean's Associates (>=$1000 donors)
Flag Major Prospects Flag Special Gift Prospects
Print Alumnus name first in Joint or Annual Report Names Suppress spouse rows to have one record per household
Other Criteria:
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