Welcome to Forums Sign in | Join | Help | Forums
in Search


Donor Category Report

Last post 01-23-2007 4:06 PM by Terri Allen. 5 replies.
Page 1 of 1 (6 items)
Sort Posts: Previous Next
  • 01-19-2007 3:58 PM

    • Terri Allen
    • Not Ranked
    • Posts 15
    • Organization: Northwestern Lake Forest Hospital

    Donor Category Report

    I'm running a simple donor category report and would like to know how many gifts were given within the levels I've designated. The report is giving me total donors. Any suggestions? Another report?
  • 01-19-2007 4:08 PM In reply to

    Donor Category Report

    You've got the right report. In order for the donor category report to break things down by groups/giving clubs you need to establish those groups by going to config/tables/donor categories 1, 2, or 3. Take either donor category 1, 2, or 3 and create your groups/giving levels. You will then take this information and base your donor category report on whichever donor category table of 1,2. or 3 that you chose to enter your club/level info on. In your report on the 7.Format Tab, click on Detail, then where it says Use Donor Category Table, choose either 1,2,0r 3 , whichever one you chose to create your giving levels/clubs on. Hope that's what you were looking for.

    Maryann Snyder
    Parkland Foundation.
    [Email Removed]
    Filed under:
  • 01-19-2007 4:25 PM In reply to

    • Terri Allen
    • Not Ranked
    • Posts 15
    • Organization: Northwestern Lake Forest Hospital

    Donor Category Report

    I thought I had the "right" report too. I've already done my tables, etc. and run the report. I'm looking for total #of gifts within those levels and it's giving me total#of donors only. I'm wondering if there is another report that would give me the #of gifts.
  • 01-22-2007 2:44 PM In reply to

    Donor Category Report

    The number of donors at that level would be the correct number of gifts for the category. If someone makes five pledge payments to reach the min. level of the category it still would only amount to one gift because if only four payments were made this person would not be in the category to begin with. I hope this makes since. If for whatever reason, you actually need the number of gift you could create a query based on the gift summary total for each donor catregory level and then run the gift detail report for each query you created.Gift detail gives the number of gifts but not sorted by donor level category. [Email Removed]
    Chadwick School, California
  • 01-23-2007 3:24 PM In reply to

    • Don Sabo
    • Top 150 Contributor
    • User Since: 1999
    • Posts 65
    • Organization: FORUM HEALTH
    • Products:  The Raiser's Edge

    Donor Category Report

    I have created a Giving Clubs on the Dashboard. It shows each donor category level, number of donors, number of gifts, total gift amount,% of total and % gift amount. I have it based upon this years activity only. Another solution could be a pivot table report based upon your query Don Sabo
    Forum Health
    Youngstown, Ohio
    330-884-4814
    [Email Removed]
    Don Sabo
    Forum Health
    Youngstown, OH
    330-884-4814
    Filed under:
  • 01-23-2007 4:06 PM In reply to

    • Terri Allen
    • Not Ranked
    • Posts 15
    • Organization: Northwestern Lake Forest Hospital

    Donor Category Report

    Thanks, Don - you "ROCK"! this is exactly what I wanted and with just a click away! Even the Blackbaud folk didn't tell me about this one - you gotta love us Users!
Page 1 of 1 (6 items)