Report Request Form

Instructions

Fill out the request overview, report criteria, and output detail sections below. Items marked with * are required. Please be as specific as possible in defining the report. This will help us meet your specific needs in the quickest time possible.
Output will normally be provided in a Microsoft Excel compatible format as an email attachment.
Submit the request to Advancement Services by pressing the Submit button. You will receive and automated email response confirming your request has been submitted. We will contact you to request additional information as needed.
Please contact us at 885-7091 if you have any questions.

** We will be short staffed for the next several months. Please allow up to 10 working days, except during peak periods or for special requests.

Request Overview

Please fill out all fields. We can typically process requests within 3 working days, however, since report complexity and seasonal demand can vary, please try and anticipate this as you plan your programs. If you find yourself in special circumstances requiring a shorter Needed by date, please indicate the date and mark your request urgent by clicking the Urgent check box below and we will do our best to accommodate your request.

Requester Details

	*Requested By:		*Phone:
			*Email:
	Requested For: (if other than requestor)		*College/Dept:
	Needed by:		Urgent:

*Request Title (1 line description)

*Request Summary (please include purpose)

Will the mailing list be used for solicitation purposes?

Non-Solicitations Solicitations

Report Selection Criteria

Describe the group of people and/or organizations that the report should generate output for. (This does not define what you will see in the report, but the types of people or organizations in the report) Fill out all that apply, and be as descriptive as possible.

Relationship to University (check any that apply)

All Person Constituent Groups
Specific Person Constituent Groups (indicate below)

Alumni Seniors - students who have attained 90 credits or more
Alumni Graduates - students that have actually graduated
Friends - generally non-alumni who are donors or have expressed interest in UI
Parents of Current Students
Parents of Former Students
Faculty/Staff
Deceased
Retired Faculty/Staff

Also include Corporations, Foundations and Organizations (non-person)

Include Mailing List Exclusions

Donor Type

Both

Donors Only

Non-Donors Only

Geographic Location

United States Addresses
Canadian Addresses
Foreign Addresses
Other - specify state, city, region, contact us for information on pre-defined geo-regions

Degree Information Criteria (specify department, major, etc.)

Donor Criteria (specify donors to designation, department, college, etc.)

Other Selection Criteria (Prospect Status, Awards, Activities, Volunteers, etc.)

Output Detail

Describe the information that you would like in the report and any limits on such things as degree and gift history. Fill out all that is applicable, and be as descriptive as possible.

Mailing Information

Standard Contact Information (Name, Mailing Address, Phone, Email Address, etc.)

Additional Addresses:

Spouse Options

	Include spouses (even if they don't meet report selection criteria above)
	Join spouses into single household address

Degree Information (other formats available upon request, please specify in other information)

College, major, year format currently available (e.g. Letters & Science, Home Ec Educ-Teaching Opt, 1981)

Gift information (Please specify total by fiscal year for specific college, department, or designation(s))

Other Information (we will attempt to provide additional information if it can be easily accommodated)

Additional Information

If necessary, describe any special criteria, circumstances, or handling requirements not easily expressed above.

Moscow, ID 83844
Send suggestions to advsrv@uidaho.edu