Report and Project Request Form
Enter the email address of the person to contact if there are follow up questions regarding this request.
Request Name (A short description/title for reference):
Normal turnaround (10 business days)
Date this request is required by:
Please allow a minimum of 10 business days.
Is this a solicitation for donations of money, services, or items?
If the data includes information about specific constituents, do you want the data to be shown for a household or for distinct individuals?
What type of request is this?
New report for Administrative Reporting
Chart, graph or other visualization on Administrative Reporting
Addition or change to an existing report on Administrative Reporting
Contact Information for a communication or solicitation
Ad Hoc/one-time request for data to inform next steps
Method of Communication:
Date mail or email will be sent or date phone calls will begin:
Will you be sorting the constituents into different segments?
Specific data you need for segmenting your list:
Have you discussed this communication or solicitation project with Laura Rose or Barbara Hesner?
Who does this data need to be sent to and in what format?
Examples: a) Email to Jane Doe in Excel b) Re-usable report on Reporting Services
What will this report be used for:
Detailed description of the criteria to generate the data:
Examples may include: inclusion of person and/or organization records, specific biographical, giving criteria or prospect information, exclusions for people who don't want mailings, etc..
What specific data fields or information do you wish to see in the final result?
What is the name of the report you need revisions to? What specific additions or revisions are required?
If you have a list of ID's you want information for, a previous report you want refreshed, or an example of a report you'd like created, you may upload that file here.
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