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Advancement Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: ORGANIZATIONAL_CONSTITUENT

Description Contains profile information relevant to organizations that have had an association or philanthropic interest in the institution. Data includes donor and prospect indicators, primary donor category, matching gift rules and summary giving information.
Key & Frequency One row per entity.
Recommended Search Columns ENTITY_UID

ODS Column ODS Business Definition ODS Calculation Formula ODS Data Type Banner Source Name Banner Source Column Banner Form Name
ADDRESS_COUNT Count of current active addresses for this person or entity.    

FUNCTION

MSKFUNC.F_COUNT_ADDRESSES

 
ADMINISTRATIVE_GROUP Organization-oriented identifier for the record used to determine access authorization to this record. Institution defined.    

NA

NA

 
BUSINESS Organization's general category of business.    

AOBORGN

AOBORGN_BUSINESS

 
CONTACT_COUNT Count the number of contacts made by the institution to this constituent organization.    

FUNCTION

MAKFUNC.F_COUNT_ORGN_CONTACT

 
DONOR_CATEGORY_COUNT Count of donor categories associated with this constituent that is an organization entity.    

FUNCTION

MAKFUNC.F_COUNT_DONOR_CATEGORY

 
DONOR_IND Indicates whether the organization constituent or constituent has been a donor.    

FUNCTION

F_DONOR_IND

 
ENTITY_UID System generated, unique, internal identification number assigned to this person or organization entity.    

AOBORGN

AOBORGN_PIDM

 
FEDERAL_IDENTIFICATION Organization's federal government assigned identification number.    

AOBORGN

AOBORGN_EIN

 
FUND_COUNT Count of number of institution funding activities that the organization constituent has expressed interest.    

FUNCTION

MAKFUNC.F_COUNT_FUNDING_INT

 
ID Person's or organization's current identification number.    

SPRIDEN

SPRIDEN_ID

 
JOB_CATEGORY Job category associated with the organizational contact's title.    

AOBORGN

AOBORGN_JOBC_CODE

 
JOB_CATEGORY_DESC Job category code description.    

ATVJOBC

ATVJOBC_DESC

 
LIFE_GIFT_SOCIETY Lifetime gift society.    

FUNCTION

AOKODSF.F_LIFE_GIFT_SOCIETY

 
LIFE_GIFT_SOCIETY_DESC Lifetime gift society description.    

ATVDCNP

ATVDCNP_DESC

 
LIFE_GIFT_SOCIETY_TYPE Lifetime gift society type.    

FUNCTION

AOKODSF.F_LIFE_GIFT_SOCIETY

 
LIFE_GIFT_SOCIETY_TYPE_DESC Lifetime gift society type description.G14244    

ATVDCST

ATVDCST_DESC

 
LIFE_TOTAL_COMMITMENT Lifetime total commitments.    

FUNCTION

F_LIFE_TOTAL_COMMITMENT

 
LIFE_TOTAL_GIVING Lifetime total giving.    

FUNCTION

F_LIFE_TOTAL_GIVING

 
LIFE_TOTAL_PLEDGE_AMT Lifetime total pledged amount.    

FUNCTION

F_LIFE_TOTAL_PLEDGED_AMOUNT

 
LIFE_TOTAL_PLEDGE_PAY Lifetime total pledge payments.    

FUNCTION

F_LIFE_TOTAL_PLEDGE_PAYMENT

 
MATCHING_GIFT_PERCENT Organization's matching gift percentage.    

AOBORGN

AOBORGN_MATCH_PCT

 
MATCHING_GIFT_UID Internal identification number for the matching gift company associated with the organization. The identification number may be the same identification number or the parent identification number.    

AOBORGN

AOBORGN_MG_PIDM

 
MATCH_MAXIMUM Maximum matching gift amount allowed.    

AOBORGN

AOBORGN_MATCH_MAXIMUM

 
MATCH_MINIMUM Smallest amount a company matches. If a gift goes toward multiple designations, then the designation amount is compared to this amount in the Matching Gift Allocations Process.    

AOBORGN

AOBORGN_MATCH_MINIMUM

 
MAX_MATCH_ORG_EMPL_YEAR Maximum corporate matching gift payout per employee per year.    

AOBORGN

AOBORGN_MATCH_ORG_EMPL_YR

 
MAX_PERSON_MATCH_AMOUNT The annual total an organization will match per employee. This field is for information only. This is different than the annual total company payout per employee in that it identifies how much of donors' gifts will be matched and not the matching gift amount that the company will give.    

AOBORGN

AOBORGN_MATCH_PERSON_MAX

 
MAX_YEAR_DONATE_AMOUNT Maximum amount the organization donates to an institution per year.    

AOBORGN

AOBORGN_MATCH_ORG_MAX

 
MOST_RECENT_GIFT_AMT Most recent gift amount.    

FUNCTION

F_MOST_RECENT_GIFT_AMOUNT

 
MOST_RECENT_GIFT_DATE Most recent gift date.    

FUNCTION

F_MOST_RECENT_GIFT_AMOUNT

 
MOST_RECENT_GIFT_NUMBER Most recent gift number.    

AGBGIFT

AGBGIFT_GIFT_NO

 
MOST_RECENT_PLEDGE_AMT Most recent pledge amount.    

FUNCTION

F_MOST_RECENT_PLEDGE_AMOUNT

 
MOST_RECENT_PLEDGE_DATE Most recent pledge date.    

FUNCTION

F_MOST_RECENT_PLEDGE_AMOUNT

 
MOST_RECENT_PLEDGE_NUMBER Most recent pledge number.    

AGBPLDG

AGBPLDG_PLEDGE_NO

 
MULTIPLE_RATIOS_IND Specifies whether multiple ratios exist for this organization constituent.    

FUNCTION

F_MULTIPLE_RATIOS

 
MULTI_SOURCE Institution value for the record when the optional multi-institution facility feature has been applied.    

NA

NA

 
MULTI_SOURCE_DESC Institution description when the optional multi-institution facility feature has been applied.    

NA

NA

 
NAME Name of the person (last name, first name, middle initial) or organization.    

FUNCTION

F_FORMAT_NAME

 
PHONE_COUNT Count of phone records.    

FUNCTION

MSKFUNC.F_COUNT_TELEPHONES

 
PREF_ADDRESS_TYPE Address to use for the organizational contact.    

AOBORGN

AOBORGN_ATYP_CODE

 
PREF_ADDRESS_TYPE_DESC Address type description.    

STVATYP

STVATYP_DESC

 
PRIMARY_DONOR_CATEGORY Primary donor code.    

APRCATG

APRCATG_DONR_CODE

 
PRIMARY_DONOR_CATEGORY_DESC Preferred donor description.    

ATVDONR

ATVDONR_DESC

 
PROCESS_GROUP Process-oriented identifier for the record used to determine access authorization to this record. Institution defined.    

NA

NA

 
PROSPECT_IND Indicates whether this entity has a prospect record.    

FUNCTION

F_PROSPECT_IND

 
STANDARD_INDUSTRY_CODE Organization's standard industry code (sic).    

AOBORGN

AOBORGN_SICC_CODE

 
STANDARD_INDUSTRY_CODE_DESC Standard industry code (sic) description.    

ATVSICC

ATVSICC_DESC

 


Ver: 8.3