# | NUMLINES,N,2,0 | CHRPERLINE,N,3,0 | MESS1,C,60 | MESS2,C,60 | MESS3,C,60 | MESS4,C,60 | MESS5,C,60 | MESS6,C,60 | MESS7,C,60 | MESS8,C,60 | MESS9,C,60 | KOUNTER,N,4,0 | OLDKOUNT,N,4,0
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1 | 9 | 43 | Welcome to the REPORTs demonstration of The | Fund-Raiser's Assistant. Using the sample | information already included, we will prep | are reports about events and people and per | form mail merge operations. At any screen, | you can stop the demonstration by pressing | "Q". If this message obscures a part of th | e screen you want to see, just press "H" to | see the screen, then any key to continue. | 10 | 10 |
2 | 9 | 16 | The Fund-Raiser' | s Assistant just | finished checki | ng the integrity | of some of its | internal pointer | s. We are now at | the introductor | y screen. | 20 | 20 |
3 | 9 | 13 | Option 3 - RE | PORTS about f | und-raising a | ctivities sho | ws how well i | ndividual fun | d-raising act | ivities have | done. | 30 | 30 |
4 | 9 | 36 | Each activity is considered to be pa | rt of a campaign which may be to rai | se money for an endowment, a buildin | g project, a political race or somet | hing else. We can see a detailed li | st of each contribution to one activ | ity or a summary of the total collec | ted for each activity in a campaign. | Let's look at the summary. | 40 | 40 |
5 | 9 | 21 | The sample informatio | n contains contributi | ons made to two activ | ities which are part | of a campaign to endo | w a scholarship for m | inority students. We | 'll look at this repo | rt on the screen. | 50 | 50 |
6 | 9 | 10 | We see eac | h fund-rai | sing activ | ity and th | e total am | ount each | has collec | ted so far | . | 60 | 60 |
7 | 9 | 6 | Let's | see wh | o has | given | to the | silen | t auct | ion. | | 70 | 70 |
8 | 9 | 20 | "auct_0907" is a cod | e that this user dev | ised to denote a sil | ent auction on 9/7/9 | 2. Codes are covered | more thoroughly in | the data entry demon | stration, the tutori | al and the manual. | 80 | 80 |
9 | 9 | 1 | | | | | | | | | | 90 | 90 |
10 | 9 | 17 | The activity, cam | paign and client | are at the top of | the screen. The | n each contributo | r is listed toget | her with the date | and amount of th | e contribution. | 100 | 100 |
11 | 9 | 8 | We're fi | nished w | ith acti | vity rep | orts, so | we'll c | hoose op | tion 0. | | 110 | 110 |
12 | 9 | 5 | Now w | e'll | get s | ome r | eport | s abo | ut pe | ople. | | 120 | 120 |
13 | 9 | 23 | First, let's identify w | hich people we want to | include in our reports | or direct mail output. | The fifth line of the s | creen tells us that any | thing we prepared now | would include "all peop | le" in our database. | 130 | 130 |
14 | 9 | 12 | Option 2 - S | pecify Crite | ria lets us | identify whi | ch people we | want our re | ports and ma | il merge to | include. | 140 | 140 |
15 | 9 | 18 | Let's only look at | those people who | are interested in | small business. S | ince that is just | a single character | istic, we'll choos | e option 1 - a sin | gle criterion. | 150 | 150 |
16 | 9 | 29 | In this case, we could look f | or people who ARE interested | in small business(the presenc | e of the criterion), or peopl | e who ARE NOT interested in s | mall business (the absence of | the criterion). We're inter | ested in option 1 - The prese | nce of the criterion. | 160 | 160 |
17 | 9 | 32 | These are the different criteria | we can use to identify our targ | et subgroup. Adjectives are des | criptions that YOU DEFINE to sui | t your own particular needs. Th | is sample user has defined an ad | jective which denotes an interes | t in small business, so we'll ch | oose option 1 - Adjectives. | 170 | 170 |
18 | 9 | 8 | This use | r calls | this adj | ective " | small bi | z", so t | hat's wh | at we'll | enter. | 180 | 180 |
19 | 9 | 26 | Our new criteria for ident | ifying our target subgroup | is listed on the fifth li | ne of the heading, using a | n expanded description the | user supplied when she de | fined the adjective "small | biz". It is correct, so | we'll choose option 0. | 190 | 190 |
20 | 9 | 1 | | | | | | | | | | 200 | 200 |
21 | 9 | 9 | Now we'll | prepare | reports a | bout peop | le who ar | e interes | ted in sm | all busin | ess. | 210 | 210 |
22 | 9 | 5 | Let's | see | their | cont | ribut | ion h | istor | ies. | | 220 | 220 |
23 | 9 | 20 | We'll look at them i | n alphabetical order | . We could choose a | ny of the other ways | listed. For instan | ce, we might want to | use zip code order | if we were preparing | a mailing. | 230 | 230 |
24 | 9 | 39 | After choosing our primary sort, we can | choose up to three other sort keys. F | or example, if our primary sort was on | zip code, we might want people in the s | ame zip code sorted by name. Zip code | would be the first sort and name would | be the second. We won't use a secondar | y sort in this case, so we won't see th | e option for the other two sort keys. | 240 | 240 |
25 | 9 | 15 | This gives us t | he opportunity | to describe who | has been selec | ted to appear o | n this report. | This descriptio | n will appear o | n each page. | 250 | 250 |
26 | 9 | 1 | | | | | | | | | | 260 | 260 |
27 | 9 | 1 | | | | | | | | | | 270 | 270 |
28 | 9 | 20 | For each person who | meets our selection | criteria (interested | in small business i | ssues), this report | gives their address, | phone numbers and a | n itemized list of t | heir contributions. | 280 | 280 |
29 | 9 | 10 | Let's stop | preparing | reports a | bout this | group of p | eople and | select ano | ther group | . | 290 | 290 |
30 | 9 | 5 | Optio | n 2 l | ets u | s ide | ntify | our | new g | roup. | | 300 | 300 |
31 | 9 | 1 | | | | | | | | | | 310 | 310 |
32 | 9 | 24 | Let's find all the black | s who are interested in | small business issues. | Because the people we're | interested in must be b | oth Black AND interested | in small business issue | s, we'll choose 3 - a si | mple "AND" selection. | 320 | 600 |
33 | 9 | 1 | | | | | | | | | | 330 | 620 |
34 | 9 | 30 | In addition to coming with man | y built in characteristics, Th | e Fund-Raiser's Assistant also | gives you the ability to add | characteristics unique to your | needs. This user needed to tr | ack ethnicity, so she used one | of the user defined fields fo | r that specific purpose. | 340 | 630 |
35 | 9 | 1 | | | | | | | | | | 350 | 640 |
36 | 9 | 1 | | | | | | | | | | 360 | 650 |
37 | 9 | 14 | It's possible | to enter an al | phabetical ran | ge, but that i | sn't applicabl | e in this case | . We'll enter | "black" in bo | th fields. | 370 | 660 |
38 | 9 | 22 | As we build our select | ion criteria, it's dis | played in a box on the | screen. We can see w | e're not finished, so | we'll choose option 1 | so we can add the smal | l business component o | f the criteria. | 380 | 670 |
39 | 9 | 1 | | | | | | | | | | 390 | 680 |
40 | 9 | 15 | Because interes | t in small busi | ness issues is | denoted by the | adjective defin | ed for that pur | pose, we'll cho | ose option 1-Ad | jectives. | 400 | 690 |
41 | 9 | 10 | Enter the | adjective | we created | , "small b | iz". We co | uld have c | alled it w | hatever we | wanted. | 410 | 700 |
42 | 9 | 39 | The description of the criteria uses th | e long definition of "small biz", which | the user supplied when she defined "sm | all biz". This makes it more readable f | or the users and frees the data entry p | eople to customize the codes to facilli | tate data entry. We're now finished wit | h the criteria, so we'll choose option | 0-Use the current selection criteria. | 420 | 710 |
43 | 9 | 1 | | | | | | | | | | 430 | 720 |
44 | 9 | 1 | | | | | | | | | | 440 | 730 |
45 | 9 | 6 | Let's | prepar | e a re | port w | ith ou | r new | subgro | up. | | 450 | 470 |
46 | 9 | 3 | We' | ll | pre | par | e a | ca | ll | lis | t. | 460 | 480 |
47 | 9 | 9 | We'll sel | ect the o | rder in w | hich we w | ant the n | ames on t | he call l | ist displ | ayed. | 470 | 490 |
48 | 9 | 1 | | | | | | | | | | 480 | 500 |
49 | 9 | 8 | We'll ch | ange the | compute | r's desc | ription | to make | it more | readable | . | 490 | 510 |
50 | 9 | 1 | | | | | | | | | | 500 | 520 |
51 | 9 | 7 | We coul | d inclu | de cont | ributio | ns on t | he call | list, | but we | won't. | 510 | 530 |
52 | 9 | 4 | We w | ill | incl | ude | the | addr | ess. | | | 520 | 540 |
53 | 9 | 10 | We could a | lso includ | e the misc | ellaneous | notes and/ | or the adj | ectives, b | ut we won' | t. | 530 | 550 |
54 | 9 | 4 | We'l | l lo | ok a | t th | is o | n th | e sc | reen | . | 540 | 560 |
55 | 9 | 17 | The call list giv | es the name. addr | ess and phone num | bers. It could al | so contain any of | the other inform | ation we were ask | ed if we wanted t | o include. | 550 | 570 |
56 | 9 | 1 | | | | | | | | | | 555 | |
57 | 9 | 8 | Let's pr | epare a | file for | mail me | rge. We | 'll choo | se optio | n 5-Dire | ct Mail | 560 | 740 |
58 | 9 | 12 | We can print | envelopes o | r print mail | ing labels a | s well. We'l | l choose opt | ion 3-Prepar | e files for | Mail Merge. | 570 | 750 |
59 | 9 | 1 | | | | | | | | | | 580 | 760 |
60 | 9 | 9 | We can ch | oose eith | er dBase | or ASCII | text. We | 'll prepa | re it in | dBase for | mat. | 620 | 800 |
61 | 9 | 48 | First we name the file. Then we indicate the ma | ximum file size. This is because some word proc | essors read the entire mail merge file into memo | ry and therefore have a limit to the size of the | file they can mail merge. If your word processo | r is one of the 90% or more that use the disk, t | his number should be very large. Finally, you c | an enter your word processing subdirectory and t | he mail merge file will be placed there. | 630 | 810 |
62 | 9 | 12 | For example, | we could ad | d the phrase | "expired" t | o everyone w | ho hasn't co | ntributed to | this year's | campaign. | 640 | 820 |
63 | 9 | 21 | We can start in the b | eginning or the middl | e. (This option has | been there for all th | e reports, but we've | skipped over it for t | he sake of brevity.) | We'll choose option | 1-At the beginning | 650 | 830 |
64 | 9 | 31 | After the mail merge file is cr | eated, this screen displays the | file's name (demo1 - the root | "demo" that you entered plus a | counter in case multiple files | are needed), the fields it cont | ains and the subdirectory where | it is located. If you have dB | ase, try looking at this file. | 660 | 840 |
65 | 9 | 4 | We'r | e fi | nish | ed w | ith | mail | mer | ge. | | 670 | 850 |
66 | 9 | 1 | | | | | | | | | | 680 | 860 |
67 | 9 | 36 | This ends the "REPORTS" demonstratio | n. Feel free to do more selections | and create more reports. If you hav | en't already done the "DATA ENTRY" d | emonstration, that would be a logica | l next step. Then try the tutorial | where you get actual hands on experi | ence. Thanks for your interest in T | he Fund-Raiser's Assistant. | 690 | 870
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