1. To run the SYBUNT Report, open the Reports Module. 
2.  In the Report Types column select Analytical Reports 
3. In the Report Names column, select SYBUNT Report.
4. Click OK.

  • General:
    • Include all records, a query of selected records, or one record. The available query types are Constituent, Individual, and Organization. Use query to filter records that cannot be filtered in the report parameters.
    • Select how to handle soft credit, matching gifts, and whether to include inactive, deceased, and constituents with no valid address.
    • Select whether to create an output query of the records included in the report
    • In the Pledge Type frame select Master or Installment. The selection controls whether the pledge balances included in the report reflect the total pledge balance or the balance of installments falling within the report date range.
    • Please note that the date range is used to specify the period during which the donor did not give any gifts. In the phrase Some Year But Not This, "This" means the period specified by the Report Start Date and End Dates. A date range is required to process this report
  • Filters: Filter the report by appeals, campaigns, constituent codes, or funds. By default, all values are included. If you are running the report in summary by appeal, campaign, constituent code, or fund, select which values to include on this tab.
  • Gift Types: Select what gift types are included in each of four report columns. All gift types can be added to each column. Including the same gift type in more than one column can cause totals to be skewed. The default gift columns are:
    • Cash: Includes Cash, Pay-Cash, MG Pay-Cash, Recurring Gift Pay-Cash.
    • Stocks: Includes Stock/Property, Stock/Property (Sold), Pay-Stock/Property, Pay-Stock/Property (Sold), MG Pay-Stock/Property, MG Pay-Stock/Property (Sold).
    • Pledge Bal: Includes Pledge.
    • MG Pledge: Includes MG Pledge.
      Note:When including pledges or matching gift pledges, mark the Use gift balance instead of gift amount checkbox to include the balance on pledges. Mark the Calculate gift balance based on gift date, campaign, fund, and appeal checkbox report the the balance as of the end date on the General tab. For more information, refer to What is the option to Calculate gift balance based on date range, campaign, fund and appeal?.
  • Attributes: Include or exclude records based on constituent or gift attributes. If including a selected a query on the General tab, the Attributes tab only includes or excludes records in the source query.
  • Format:
    • Highlight Detail to select whether to summarize by campaign, fund, appeal, and/or constituent code (Summary only).
    • Under Name Formats, highlight Individual and select the appropriate Addressee/Salutation to Use option.
       
      • From individual: Select this option to use an addressee/salutation type present on the constituent's Addressees/Salutations tab (e.g., Primary Addressee or Primary Salutation). This prints the addressee/salutation exactly as it is listed on the constituent's record, including addressee/salutations marked as editable.

         
      • From Configuration: Select this option to base the name format on a formula from Configuration's Addressees/Salutations screen, regardless of what's entered on the constituent's Addressees/Salutations tab.

         
      • Use individual name: Select this option to pull the constituent's first name, middle initial, and last name (e.g., Robert C. Hernandez).

        Note: In Reports, the default setting is Use individual name.
  • Click the Preview or Print button to process the report..

Using Constituencies to Limit Report Results If you want to know which members of a certain constituency gave in the past but have not given during a specified date range, you can select one or more constituencies on the Filters tab. You do not need to create a query to filter on constituencies.

Using Campaigns, Funds, or Appeals to Limit Report Results If you want to know which constituents previously gave to a certain campaign, fund, or appeal but have not given to it during a recent date range, you can specify this on the Campaigns, Funds, or Appeals tabs.

For example, you want to find the constituents who previously gave to the Capital Campaign but have not yet given to the Capital Campaign this year. First, on the General tab, add this year's date range. Then, on the Campaigns tab, choose Selected Campaigns. Select the Capital Campaign in the Campaigns box and click the single arrow to move it to the Campaigns to Include box.

Using Gift Types to Limit Report Results If you want to know which constituents previously gave a certain gift type but have not given it during a specified date range, you can select that gift type on the Gift Types tab.

For example, you want to find the constituents who previously gave a Gift in Kind but have not yet given a Gift in Kind this year. On the General tab, add this year's date range. On the Gift Types tab, click the left double-arrow to move all of the default gift types from the Gifts to Include box to the Type of Gift box. In the Type of Gift box, click +All Gift in Kind and double-click Regular Gift in Kind to move it to the Gifts to Include box.

Format Tab On the Format tab, you can select the format in which you want the name to appear on the report. You can also mark the checkbox to print the maiden name on the report.

To create an output query of constituents that appear in the SYBUNT Report, mark the Create Output Query checkbox. This creates a static constituent query. You can use this query in other Raiser's Edge modules.