If you have a large amount of Fundraising data, you can enhance the performance of your Fundraising reports by periodically updating the Fundraising report summary tables. These tables act as a cache of pre-calculated data, so that when a report runs, only the data collected since the last time you updated the summary files must be combined, filtered, and calculated.
Note: Do not use these tables to create customizations. Instead, use the views that support Fundraising. These views are optimized each time you run the update procedure.
To create the job that updates FR report data
To create the job that updates these fundraising tables, unhide and then run a special report within Desktop. Once the job exists, you can run the update manually as needed.
1. From the Desktop menu, select Utilities > Report Specs.
2. Select the item titled SYSTEM-System Setup-Run SetupScheduledUpdate script.
3. Select Edit, uncheck Hide from Menu, and Save.
4. To run the script, select Utilities > Reports and Queries.
5. From Report Types, select System Setup.
6. From Available Reports, select Run SetupScheduledUpdate script.
7. Click Run.
To automate the job that updates FR report data
In SQL Server Agent, configure the update job to run automatically.
1. Enable the job titled ASI Update Fundraising Views.
2. As needed, change the job’s scheduled run time, which defaults to 2:00 AM daily.
Tip: Avoid running updates during hours when iMIS usage is heavy to avoid affecting performance.
3. After you enable the ASI Update Fundraising Views job, configure SQL Server Agent to start whenever the operating system restarts.