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University of California, San Francisco, University Development and Alumni Relations. UDAR - IS Report Request Form

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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

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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

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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

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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

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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

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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:

Browse...

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