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Pennsylvania BANNER Users Group 2007 Stewardship and Prospect Reports.

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Presentation on theme: "Pennsylvania BANNER Users Group 2007 Stewardship and Prospect Reports."— Presentation transcript:

1 Pennsylvania BANNER Users Group 2007 Stewardship and Prospect Reports

2 November 20, General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered at the end of the session Thank you for your cooperation

3 November 20, Introduction Andrea Mulrine Director of Development Operations University of Scranton Database / Web developer BANNER school since early 1990s

4 November 20, Agenda Overview Technical Information Stewardship Reports Prospect Profiles Q & A

5 November 20, Overview Information needed Editable reports In-house system, iDODS Programmers

6 November 20, Technical Information Photos are stored in an Oracle table with these fields: – ID: number(10) = PIDM – NAME: varchar2(50) = pidm.jpg extension (ie jpg) – Image: blob We used examples from Oracle to create our IMAGES_API.Load routine to load into the database – refer to Photos are in our addendum system - possible to make photos viewable in Banner, but we havent pursued

7 November 20, Technical Information PLSQL code extracts from Oracle tables For photo, code gets the blob and renders as html within the image source tag Oracle web application utility OWA_UTIL converts the html data to Word

8 November 20, Code to transfer HTML to Word if instr(owa_util.get_cgi_env('HTTP_USER_AGENT'),'MSIE') > 0 then Owa_Util.Mime_Header ( 'application/', False); htp.print('Content-Disposition:inline;filename="'||v_report_title||'.doc"'); owa_Util.Http_Header_Close loop through HTML records

9 November 20, MIME Short for Multipurpose Internet Mail Extensions, a specification for formatting non-ASCII messages so that they can be sent over the Internet. Many clients now support MIME, which enables them to send and receive graphics, audio, and video files via the Internet mail system. In addition, MIME supports messages in character sets other than ASCII. There are many predefined MIME types, such as GIF graphics files and PostScript files. It is also possible to define your own MIME types.ASCII Internet clientsInternet mailcharacter sets GIFPostScript In addition to applications, Web browsers also support various MIME types. This enables the browser to display or output files that are not in HTML format.Web browsers MIME was defined in 1992 by the Internet Engineering Task Force (IETF). A new version, called S/MIME, supports encrypted messages.Internet Engineering Task Force (IETF)S/MIME,

10 November 20, Stewardship Reports Old method – see handouts New method – ADADESG, ADACOMT – Web-based interface – Pulls information from Advancement, Student and Finance – Creates Word document

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16 November 20, Name and Endowment Summary are taken from ADACOMT with specific subject indexes Financial Summary Principal and Market Value are taken from FGBGENL and FNRUNIT Financial Summary Funds Disbursed is taken from ADVAWRD and various Student tables Financial Summary Gift total is taken from Advancement (AGBGIFT / AGBGDES) Contributor information is taken from Advancement (Address Name – APBCONS_ADDR_NAME) Scholarships Awarded information is taken from Financial Aid & Student

17 November 20, One letter is created for each person coded on the Designation ID tab in ADADESG Also indicate which address to mail to in ADADESG Scholarship Name comes from ADACOMT with subject index – SCHCAT Remaining text comes from web interface Header and footer are rendered graphic files so pages are ready to print on plain paper

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19 November 20, Prospect Profiles Old method – Lookup Banner data & retype New method – Extracts Banner data, including photos – Compiles into formatted Word document

20 November 20, All information was manually compiled for each report Template document was difficult to deal with Only one Prospect Research Analyst No way to quickly put this together on someone who did not have a profile done in the past

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23 November 20, BANNER data Name, Class Year Addresses & Phones Family Member Names & Ages Birth Date Degree info Employment info Leadership & Awards are identified through Activity Codes Photo pulled from Oracle table

24 November 20, Giving History Total Hard Credit Total Other Credit List of Designations Low to High Gift Range Last Gift Date & Amount Recent Capital Campaigns Designations Pledge Amount Paid Amount Placeholders are given for other information to be researched & added

25 November 20, Development Activities Chronological Listing All event registrations Visits Able to add additional types without programmer assistance Recent Capital Campaigns Designations Pledge Amount Paid Amount Placeholders are given for other information to be researched & added

26 November 20, Prospect Research Reports Additional information can be added (with programming assistance) as we specify Reports are completely editable Some items are managed by Advancement – which event types and activity codes are shown

27 November 20, Open to the Floor Questions Comments

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