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What is the best way to identify a gift that is linked to a proposal for reporting purposes? I have a large number of proposals with associated gifts linked to them. I need to generate a report that includes both proposal information, and information from the linked gift. Thanks in advance for any insights and suggestions.
If you run a gift query, there is a drill-down menu for Proposal information, so you can add those as criteria or even simply output.
If you are looking then to create a report based on the proposal, you could create a Pivot Report using this query, making the Rows equal to the specific proposal, allowing you to summarize gift information for each.
Let me know if I can expand on either of these, or if perhaps I haven't quite answered what you were looking for.
-Kirk