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Reporting on Gifts linked to Proposals

Last post 03-02-2009 11:33 AM by Kirk Schmidt. 1 replies.
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  • 02-27-2009 5:00 PM

    Reporting on Gifts linked to Proposals

    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.

  • 03-02-2009 11:33 AM In reply to

    • Kirk Schmidt
    • Not Ranked
    • Posts 14
    • Products:  Blackbaud NetCommunity, The Education Edge, The Financial Edge, The Raiser's Edge, Sphere

    Re: Reporting on Gifts linked to Proposals

     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

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