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Advancement Reporting View Reports

SGHE Banner Operational Data Store
Reporting View Target: SOLICITOR_ASSIGNMENT

Description Contains data about solicitation assignments. This includes information about constituents assigned to either a campaign, type of solicitation, solicitor organization and or solicitor with ask amounts and ask dates.
Key & Frequency One occurrence per campaign per solicitation_type per solicitor_organization per solicitor_uid per assignment_sequence_number per solicitation_year.
Recommended Search Columns CAMPAIGN_TYPE
CAMPAIGN, SOLICITATION_TYPE, SOLICITOR_ORGANIZATION, SOLICITOR_UID, ASSIGNMENT_SEQUENCE_NUMBER, SOLICITATION_YEAR
SOLICITOR_UID
SOLICITOR_ORGANIZATION
RATING

ODS Column ODS Business Definition ODS Calculation Formula ODS Data Type Banner Source Name Banner Source Column Banner Form Name
ADMINISTRATIVE_GROUP Organization-oriented identifier for the record used to determine access authorization to this record. Institution defined.    

NA

NA

 
ASK_AMOUNT Amount the solicitor asked the constituent to give or pledge.    

AFRCTYP

AFRCTYP_ASK_AMOUNT

 
ASK_DATE Date when the solicitor asked the constituent for a gift or a pledge.    

AFRCTYP

AFRCTYP_ASK_DATE

 
ASSIGNMENT_COMMENT Assignment comment.    

AFRCTYP

AFRCTYP_COMMENT

 
ASSIGNMENT_SEQUENCE_NUMBER System-generated one-up number assigned to constituents assigned to a campaign, and or solicitation type, and or solicitor organization, and or solicitor in this record.    

AFRCTYP

AFRCTYP_SEQ_NO

 
ASSIGN_DATE Date when the constituent was assigned to the solicitor.    

AFRCTYP

AFRCTYP_ASSSIGN_DATE

 
CAMPAIGN User defined code for a campaign.    

AFRCTYP

AFRCTYP_CAMPAIGN

 
CAMPAIGN_NAME Campaign name.    

AFBCAMP

AFBCAMP_NAME

 
CAMPAIGN_TYPE Type of campaign recorded.    

AFBCAMP

AFBCAMP_CMTP_CODE

 
CAMPAIGN_TYPE_DESC Campaign type description.    

ATVCMTP

ATVCMTP_DESC

 
ENTITY_IND Indicates whether this is a person or entity record.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
ENTITY_UID System generated, unique, internal identification number assigned to this constituent.    

AFRCTYP

AFRCTYP_CONSTITUENT_PIDM

 
FIRST_NAME Constitutent first name.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
ID Constituent current identification number.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
LAST_NAME Constituent last name or organization name.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
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 Constitutent name.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

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

NA

NA

 
RATER_FIRST_NAME Rater first name.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
RATER_ID Rater's current identification number.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
RATER_LAST_NAME Rater last name.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
RATER_NAME Rater name.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
RATER_UID System generated, unique, internal identification number assigned to this rater.    

AFRCTYP

AFRCTYP_RATER_PIDM

 
RATE_AMOUNT Rating amount.    

ATVRATE

ATVRATE_RATE_AMT

 
RATING Rating code assigned to the constituent by the rater.    

AFRCTYP

AFRCTYP_RATE_CODE

 
RATING_DESC Rating description.    

ATVRATE

ATVRATE_DESC

 
SCREENING Rate screening type assigned to the rater. For example, staff, consultant, volunteer, etc.    

AFRCTYP

AFRCTYP_RSCR_CODE

 
SCREENING_DESC Screening description.    

ATVRSCR

ATVRSCR_DESC

 
SOLICITATION_TYPE Solicitation type code.    

AFRCTYP

AFRCTYP_SOLC_CODE

 
SOLICITATION_TYPE_DESC Solicitation type description.    

FUNCTION

GOKODSF.F_GET_DESC

 
SOLICITATION_YEAR Year in which the solicitation ask amount should be made.    

AFRCTYP

AFRCTYP_DCYR_CODE

 
SOLICITATION_YEAR_DESC Year description.    

ATVDCYR

ATVDCYR_DCYR_DESC

 
SOLICITATION_YEAR_END_DATE Year end date.    

ATVDCYR

ATVDCYR_END_DATE

 
SOLICITATION_YEAR_START_DATE Year start date.    

ATVDCYR

ATVDCYR_START_DATE

 
SOLICITOR_ASSIGNED_IND Determines if the solicitor has been assigned to the contact. (Y)es, solicitor is assigned, (N)o, solicitor is not assigned.    

AFRCTYP

DECODE (AFRCTYP_PIDM, NULL, 'N', 'Y')

 
SOLICITOR_ASSIGN_ACTIVITY_DATE Date that information for this record in the table was entered or last updated.    

AFRCTYP

AFRCTYP_ACTIVITY_DATE

 
SOLICITOR_ASSIGN_USER_ID Unique identification code of the user who entered or last touched the transaction.    

AFRCTYP

AFRCTYP_USER

 
SOLICITOR_ENTITY_IND Indicates whether this is a person or entity record.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
SOLICITOR_FIRST_NAME Solicitor first name.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
SOLICITOR_ID Solicitor current identification number.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
SOLICITOR_LAST_NAME Solicitor last name.    

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

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

FUNCTION

MGKFUNC.F_GET_PERSON_INFO

 
SOLICITOR_ORGANIZATION Solicitor organization code.    

AFRCTYP

AFRCTYP_SOL_ORG

 
SOLICITOR_ORGANIZATION_NAME Solicitor organization name.    

FUNCTION

GOKODSF.F_GET_DESC

 
SOLICITOR_UID System generated, unique, internal identification number assigned to this solicitor.    

AFRCTYP

AFRCTYP_PIDM

 


Ver: 8.3