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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 15
    • 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
    Friends of Bassett, Inc.
    607/547-3081

    Donate Now! https://www.friendsofbassett.org/fob.php

    Bassett Healthcare: Right Where You Need Us

    Bassett Healthcare, A network of 5 Hospitals and over 25 Health Centers, offers the finest medical care to residents of rural Central New York
  • 10-26-2009 3:59 PM In reply to

    • Karol Devitt
    • Top 500 Contributor
    • Posts 15
    • 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 154
    • 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
  • 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
    Friends of Bassett, Inc.
    607/547-3081

    Donate Now! https://www.friendsofbassett.org/fob.php

    Bassett Healthcare: Right Where You Need Us

    Bassett Healthcare, A network of 5 Hospitals and over 25 Health Centers, offers the finest medical care to residents of rural Central New York
  • 10-26-2009 4:17 PM In reply to

    • Karol Devitt
    • Top 500 Contributor
    • Posts 15
    • 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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