AlumniFinder Search allows you to generate a detailed Summary Report about your prospect. Reports are designed to be easy to use, simple to read, and to include only the most relevant information. Creating a report takes just a few steps.
Step 1: Identify your donor
Using either of the Person Search options, enter your criteria and submit the search.
Step 2: Selecting “Generate Report”
Once your search results are listed, you’ll need to select the prospect that you would like to generate the report for. To do this, click on the “Select Option” drop-down menu on the right-hand side of the screen and then select the desired report.
Step 3: Select the Information for Your Report
The Prospect Summary Report screen will display. You’ll also see a second tab for the Contact Detail Report. You may choose from the report that will best meet your prospect research needs.
- Prospect Summary Report: a comprehensive overview of your prospect that can be customized
to display the data fields you require
- Contact Detail Report: a report that highlights key contact details for your prospect
Both reports work in a similar fashion. You’ll see different categories of information that you can choose from to customize your report. If there is any information you don’t need, you can remove those attributes by simply unchecking the corresponding box. You can also adjust the number of records returned for some categories of information, such as Address Summary, Relations, and Watercraft in the Prospect Summary Report.
For an additional fee, email addresses and marital status can be added to your Prospect Summary Report; include these attributes by clicking the corresponding check boxes.
The Contact Detail Report
To generate your report, click the “Get Report” button at the bottom of the screen. To return to your existing search, click the “Return to Existing Search” link at the top of the page.
Step 4: Viewing Your Report
There are two ways to view your report. If you’ve allowed pop-ups within AlumniFinder Search, your report will automatically open for you in a new tab. If you haven’t allowed pop-ups, click once more to open your report.
If your report doesn’t open, click “Click here to view your report!” to open it manually. Adjust your settings in your internet browser to allow pop-ups from AlumniFinder Search to make this easier on future searches.
Step 5: Reviewing Your Summary or Contact Detail Report
When you open your report, there are three key areas you’ll want to focus on:
- The Document Map
- The Task Bar
- The Prospect Summary Report or Contact Detail Report
The Document Map appears on the left hand side of the screen and includes links to the attribute categories within your Report. The Task Bar is on the upper left hand side of the screen features actions that you can take within the reporting tool, including navigating from page to page, saving your report, and printing your report. Last, the actual Prospect Summary Report or Contact Detail Report appears within the middle of your screen. Here you will find all of the details on the prospect that you researched.
As you click through the information, the blue highlight in the left hand menu will change. You also can use the blue arrows in the turquoise menu bar at the top of the report to navigate the different pages of the report.
Examples of the Prospect Summary Report and Contact Detail Report follow.
AlumniFinder Search retains your previous searches in the easy to access “Recent Searches” menu found in the upper right hand corner of the screen. To view your recent searches, click the drop down menu and scroll to make your selection. You can also view all searches by clicking the “Show All Searches” option.
Upon making your selection, you will be returned to the Search Results page. From here, you can generate a Prospect Summary Report as well as view Next Actions (Find Neighbors, Associates, and Relatives) or launch a Quick Search (Contact Plus, Email, and Phone Premier). You also have the ability to edit the search or launch a new search.
Viewing Past Reports
Another simple feature to retrieve information about a prospect is the Reports Library. By clicking on “Reports” you can see each report you’ve generated and download the corresponding information.
AlumniFinder Search was designed to be user-friendly for fundraising professionals to quickly update key contact information. When you need to find postal addresses, phone numbers, or email addresses for prospects in your database, AlumniFinder Search is the ideal tool.
In the event that you have a large number of records that need to be updated, please inquire about AlumniFinder’s Batch service. With AlumniFinder Batch updates, you can update critical contact information on thousands of individuals in your database in a single pass. To learn more about AlumniFinder’s many products and solutions for development and fundraising professionals, please visit www.alumnifinder.com or call 888-732-0581.