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Hi,
I created a Constituent Giving History Report in Reports>Financial Reports. When I export the report results to Excel, the first constituent gift is displayed on the same row as the constituent's name and any subsequent gifts appear in rows under the intitial row. I need to format the results so that each subsequent gift instead appears in a separate column in the same row as the constituent's name and first gift. Does anyone know of a way to accomplish this in the Export process or in Excel?
Thank you,
Tracy
SOME (So Others Might Eat)
Tracy Monson: I created a Constituent Giving History Report in Reports>Financial Reports. When I export the report results to Excel, the first constituent gift is displayed on the same row as the constituent's name and any subsequent gifts appear in rows under the intitial row. I need to format the results so that each subsequent gift instead appears in a separate column in the same row as the constituent's name and first gift. Does anyone know of a way to accomplish this in the Export process or in Excel?
Tracy, Don't know that you have the format options you're looking for in the Reports module. Using Export the constituent and all the fields you export are listed on one line. You could run the constit giving history to create a query to use for your export records. For your export you'll need name, gift amount (under Gifts). You will need to enter the # of gifts to display as part of the gift criteria. You can also display fund for each gift. You can filter on campaign/fund or gift types.
hope this helps.