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Custom Reports

Article ID: 422
Last updated: 18 Dec, 2011

Queries are customized system reports. The Query Report Tool extends the options available in the REPORTING menu. Your sales representative facilitates the creation of custom queries as they would incur a cost to program. Examples of queries include: eligibility statistics for PACs, a custom call sheet for campaigns, or payroll information for an association.

Committee Duplicate Check Report: This QRT Report inspects the dataset for duplicate Committee records. Records are matched based on data in the Name, Address line 1, and the Zip (5 digit zip code) fields. The output of this report returns the committee name, address 1, address 2, city, and state. There are no parameters to set for this report; instead, it surveys the entire list of Committee Records in the dataset. The report cannot distinguish whether or not the data stored is, in fact, Committee data; it includes all data applied to a Committee record. If no duplicates are found, the resulting spreadsheet is empty

Company Duplicate Check Report: This QRT Report inspects the dataset for duplicate companies (Organization Records). Records are compared based on company / organization Name, Address line 1, and the Zip (5 digit zip code) fields. There are no parameters to set for this report as it surveys the entire list of Companies/Organization records in the dataset. The report cannot distinguish whether or not the data stored is, in fact, Company/Organization data; it includes all data applied to an Organization record. If no duplicates are found, the resulting spreadsheet is empty.

FEC Check Disbursement Report: This QRT report summarizes disbursements by Entity Type, Transaction Type, Transaction Subtype, Election Period, and Election Year fields for a specified period, and returns this information in a spreadsheet report. It is a useful tool for quickly identifying errors related to type/subtype, election, election period, or entity type data entry errors. The only parameter to set is the date range for the report. If the report finds no disbursements within the range of dates, the spreadsheet will be empty.

FEC Check Receipt Report: This QRT report summarizes receipts by Entity Type, Transaction Type, Transaction Subtype, Election Period, and Election Year fields for a specified period, and then returns this information in a spreadsheet report. It is a useful tool for quickly identifying errors related to type/subtype, election, election period, or entity type data entry errors. The only parameter to set is the date range for the report. If the report finds no receipts within the range of dates, the spreadsheet will be empty.

FEC Report Employer and Occupation Check Report: This QRT report itemizes those individuals who will be listed on an FEC filing and who are missing data points required by the FEC; specifically missing Employer and/or Occupation field information located on the Details panel of the Individual Record. It is a useful tool for quickly identifying errors in data entry that could cause a compliance report to fail validation. Before running the report, set the date range to match the date range of your compliance report you plan to file, and then enter the year of the election. If there are no individuals missing an employer or occupation, the resulting spreadsheet will be blank.

Individual Duplicate Check Report: This QRT report inspects the database for duplicate individuals. Individual Records are matched based on first name, last name, suffix, address line 1, the 5-digit zip code, and address type (home, work, mail, etc.). The output of this report returns a list of individuals with 2 or more records in the dataset based on the match criteria. The spreadsheet lists the first name, last name, suffix, address 1 entry, 5-digit zip, type of address matched (home, work, mail, etc.), and number of instances in the dataset. If there are no duplicates based on these criteria, the resulting spreadsheet will be empty.

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Article ID: 422
Last updated: 18 Dec, 2011
Revision: 1
Views: 525
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