Employee Giving Campaign - tracking by department

Ashley Mitchell:
Hi, We have an annual employee giving campaign each year and our goal is to have 100% employee participation. Each time a department reached 100% participation, we send a special email with their picture in hopes that it will inspire other departments. Tracking the department participation is very difficult because of how we are currently set up. Currently, we have created an organization record for UMO, then we attached the employees individual record to the organization using the relationships tab. Not only are we updating the Individual record under the constituency code, but we also have to ensure we update the organization relationship as well. Individual record - under Bio 2 a constituent code of "Personnel" with "Date From" or "Date To" is populated. Date From is the employment start date and Date To is the employment end date. Under relationships, we connect the individual to UMO organization with a relationship of Employee and Reciprocal of Employer. We are also creating two addresses. One for their home address and the other for business which is UMO since they work here. Not all employees will have a UMO business address because they are adjuncts and do not have a mailbox here on campus. I have even seen gift records create an organization for each department on campus. And yes, our solicitors are mailing to these organizations even though we have an attribute set with a Print code description of NO MAIL. I think gift records running the reports may forget to include this in their reporting resulting in wasted postage or needless manual editing in Excel. End result I am seeking: I would like to run a monthly report to tell me where each departments giving stands. It would show that x people work in the department and x have given this amount. I need a place to put the name of the department they work in so that it is easy to query on. Any solutions out there? Thanks, Ashley

Ashley, when I read what you wanted I immediately thought of the Solicitor Analysis Report (under Analytical reports).  Any chance they are assigned out by departments?  Take a look at the sample detail report. It lists all assigned prospects, their gift, has analysis of % with results.  If this one would work it would, to me, certainly be the easiest.  But they would all have to have solicitor assignments. 

We record our department as a constituent attribute which uses a table.  You can include/exclude attributes in solicitor analysis report but they would still need an assigned solicitor to pull into the report.

Not sure what you're accomplishing with the org record for UMO and relationships.  Seems like extra work.  We use a constituent code of "Staff - XX Branch". 

Just some quick thoughts - on my way out the door....