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Analytical Report

Last post 10-26-2009 4:17 PM by Karol Devitt. 5 replies.
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  • 10-26-2009 3:45 PM

    • Karol Devitt
    • Top 500 Contributor
    • Posts 31
    • Organization: Medical Mission Sisters
    • Products:  The Raiser's Edge

    Analytical Report

    Can you add columns to this report?  I would like to put the last gift date in the report for our top 5 donors.  Thanks

    Karol Devitt
    Direct Mail Director
    Medical Mission Sisters
    Filed under:
  • 10-26-2009 3:56 PM In reply to

    Re: Analytical Report

    Which Analytical Report? There are several...

    Laurel Quaintance
    Manager, Fund Development Services
  • 10-26-2009 3:59 PM In reply to

    • Karol Devitt
    • Top 500 Contributor
    • Posts 31
    • Organization: Medical Mission Sisters
    • Products:  The Raiser's Edge

    Re: Analytical Report

    I am doing a top donor report of our top 5 donors for the past year.  My report just gives me a total.  Is there another way to do this?

    Thanks

    Karol Devitt
    Direct Mail Director
    Medical Mission Sisters
  • 10-26-2009 4:00 PM In reply to

    • Cindy March
    • Top 25 Contributor
    • Posts 230
    • Organization: Long Island University
    • Products:  The Raiser's Edge, The Researcher's Edge

    Re: Analytical Report

     You would have to create an output query and then run a constituent export and include summary information.

    Cindy March
    Associate Director of Planned Giving
    Long Island University
    cindy.march@liu.edu
    www.liu.edu/plannedgiving
    (516) 299-3913
  • 10-26-2009 4:04 PM In reply to

    Re: Analytical Report

    I would use the top donor report to output a constituent query

    I would open that query and add Summary Field on Gift Amount for the date range and types you need and sort descending by this field.

    Then I would use this Query in Export to display the fields you wold like to display such as Last Gift information.

    Laurel Quaintance
    Manager, Fund Development Services
  • 10-26-2009 4:17 PM In reply to

    • Karol Devitt
    • Top 500 Contributor
    • Posts 31
    • Organization: Medical Mission Sisters
    • Products:  The Raiser's Edge

    Re: Analytical Report

    Thanks, I had forgot about the output query.  That's just what I did and put in the additional info and got what I need.  Thanks for your help.

     Karol

     

    Karol Devitt
    Direct Mail Director
    Medical Mission Sisters
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