Export/Mail/Reports

Listing Deceased Donors in Annual Report on Giving

Leslie Heisler — Tue, 17 Nov 2009 13:20:49 GMT

I'm wondering how other folks out there list couples in your Annual Report on Giving when one of them dies after the gift was made and before the report is published. For example, John and Ann Smith make a gift in January and Ann dies in June. When the list is published the following January, would you list John and Ann Smith or simply John Smith? We have always listed both since Ann was alive when the gift was made. We're currently proofing the list and our director of annual giving spotted John and Ann Smith and Ann passed away a month ago. She wants Ann's name removed but they made their gift together in honor of "the wonderful care Ann received at ..." and she thinks it will "look weird" since many readers will know that Ann is deceased. I want them kept together because they made the gift together and I know they chose to make it while Ann was still alive. More importantly, I don't see this scenario as any different than an individual who makes a gift then dies in the same year. I wouldn't dream of leaving them off the list. Opinions please and thanks!

Leslie

How to create a heirarchy on constituent ID

Lisa Francolini — Fri, 13 Nov 2009 14:58:51 GMT

We are finding that when a constituent has multiple IDs, ie Parent, Alumnae, Boardmemeber - we are sending multiple mailings ie newsletters. Does anyone know of a way to enforce a hierarchy or conditional select on constituent ID so that we only send one newsletter?

consolidated receipts

Yasina Raghavji — Thu, 12 Nov 2009 16:11:05 GMT

If a receipt is produce for a consolidated gift entry in error how do we resolve this issue using the reverse and reissue function in RE?

Past Due/Custom Report Questions

Robin Evans — Wed, 28 Oct 2009 21:58:17 GMT

We are just finishing a conversion from DonorPerfect to RE and I am trying to map out in advance the criteria and structure of some of the reports I will need to build when the conversion is complete. For what we have been calling a Default report I thought we could use RE's Past Due Report. I've shown it this to my boss and she likes it, but is adamant that the report also needs to have the Constituent ID and the balance of the pledge on it.

I remember years ago at another job and on another versio of RE you could make some modificatin to RE reports, but I don't think that is the case anymore. That leaves me with creating a custom report in either Crystal or Access. I know that I can run the past due report to create a static query of constituents who are past due, but does anyone know which fields I would export or even how to write the report so that it will break dow the delinquencies the way the RE report does?

Any suggestions would be appreciated! Thanks.

E-mail blast

Karol Devitt — Mon, 09 Nov 2009 17:07:07 GMT

I would like to try to send an email blast out - does anyone have an easy way to do this?

Thanks

Exports Take Longer Than Usual, Fail or Are Resource Deadlocked

Philip Slama — Wed, 30 Sep 2009 13:32:17 GMT

Ever since we upgraded to RE 7.91 I've noticed that our exports are taking excessively longer to complete (I am still trying to run an export of 26,000 constituents for the past two weeks with no success) or during the process they are terminated due to a resource deadlock or encounter a different error. Larger and smaller exports work fine and it appears to only be this one group I am working with.

Any ideas or suggestions on where to find a solution? I already checked the knowledgebase to no avail.

Getting a "Runtime Error" when doing simple mail merge

Nancy Buck — Fri, 06 Nov 2009 14:17:19 GMT

I am trying to do a simple mail merge and keep getting a message "runtime error! program: c:\program file\microsoft office\office\winword.exe and then the merge fails. I spoke with Blackbaud, they advised me to re-install MS Office which I've done (twice) and still keep getting the same error. I'm using MS Office XP 2002 and wondering if there could be an issue with that. Has anyone else run across this?

Receipting Multiple Batches

Rose Orr — Wed, 04 Nov 2009 16:22:34 GMT

I attempted to run receipts in a range, that is: I asked for all type X receipts with batch # greater than 1900. I expected to get about 75 receipts and instead I got 110. Those extra receipts were from 5 or more years ago and they weren't even the type that I was asking for. Ultimately, it took me far more time to clean up the mess than it would have to run the batches one by one. I can't see any reason why I got those odd receipts.

How do I export 8 records that are unrelated

Kris Preud'homme — Tue, 03 Nov 2009 17:16:18 GMT

I need to get 8 records updated with various information and would like to print out a report flagging a relationship record that is needing to be updated. How do I do this?

Receipt with pledge details

Justin Traxler — Tue, 03 Nov 2009 15:20:49 GMT

Is anyone out there doing receipts for pledge payments that contain details such as original pledge amount and total balance paid to the pledge?

How are you creating the receipt so you can get those details? We're running a Simple Mail Merge through Export and can't seem to find how to get that information out to put on the receipt file.

Any help is appreciated.

Memorial Acknowledgement, Upgraded to Office 2007

Rose Orr — Thu, 08 Oct 2009 15:42:14 GMT

I am having several problems with using the 'mail/honour memorial acknowledgement' function in RE since we upgraded to Vista Business and Office 2007. My mem. acknowledgements were working fine before, however, now my merge fields are empty, or pulling the wrong information. In the addressee lines, I'm now getting nothing at all, and in the salutation line I'm getting "John Doe" instead of "Mr. Doe" or "John". I am no longer getting the name of the donor in my acknowledgement letter, but I do get the proper description ie) 'in memory of your mother, Jane Doe'. I'd understand if I was getting no data at all but I am confused by the fact that I'm getting some information, and that the information I am getting is correct in some fields and incorrect in others.

I went to the RE knowledgebase and one of the instructions for addressing this problem was to delete the original merge fields and add new ones from the 'add-in/insert RE fields" menu. I did that and it made no difference at all.

I also ran the merge as an export just to see if the fields were being populated and they all were, but the acknowledgee address and salutation were wrong (they were right when we were using Word 2003). Now I'm getting 'John Doe' for both the acknowledgee addressee and acknowledgee salutation. All of the other fields in the export are correct except the Donor Addressee, the donor addressee should say "Mr. & Mrs. Mike and Mary Smith" but it says 'Mike Smith',

I did notice, a couple of weeks ago, that some of my receipt fields weren't working properly but I just manually corrected the data and didn't give it a second thought, however, now it seems those missing fields were indicative of a bigger problem.

simple financial report needed...

Patricia Greenhalgh — Tue, 18 Aug 2009 13:58:41 GMT

So we just recently started working in RE - our conversion and such just ended and we are still a little blind here. My current dilemma is creating a monthly report to send to our finance department (they do not have RE).

I need a report (I have the query to link to it finished) that will show the following information:

Donor Name / Gift Date / Gift Amount / Campaign / Appeal / Fund (not necessarily in this order)

I was using the "Gift Detail and Summary Report" but it doesn't have Gift Amount as an option for the report!

Any advice would be immensely appreciated!!!!

- Tricia

Report Giving From Disqualified Persons IRS Form 990

Jason Want — Fri, 30 Oct 2009 21:03:33 GMT

Hi,

Anyone out there built a RE report for giving from disqualified persons for irs form 990 schedule A?

Instructions: http://www.irs.gov/pub/irs-pdf/i990.pdf
Disqualified persons defined on page 44 of instructions.

Form: http://www.irs.gov/pub/irs-pdf/f990.pdf

Schedule A: http://www.irs.gov/pub/irs-pdf/f990sa.pdf
Line 7a of Section III Part A.

More information found at http://www.irs.gov/irm/part7/irm_07-027-020.html

I need to prepare this report soon, but I also would like to incorporate a long-term data entry schema that will allow us to run this annual report quickly.

Any advice would be appreciated.

Thanks,
jwant

Volunteer module & hours

Carol Byrne — Fri, 30 Oct 2009 12:36:34 GMT

I am looking to use the volunteer module to record the volunteer hours by year or by service worked. Currently we just have the total accumulated hours entered for each volunteer. We would like to start entering total hours at some point going foward by total for each volunteer by year or totals by job services worked each year. Is anyone doing this and if so, what do you use for reporting or exporting to get totals by year, by job service, by volunteer with total accumulative hours?

Appeal Report Broken Down to Package

Anbu — Tue, 27 Oct 2009 14:49:37 GMT

Does any one know how to generate report on an appeal and break it down to packages of that appeal?

Cheers!

Analytical Report

Karol Devitt — Mon, 26 Oct 2009 19:45:48 GMT

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

Event Management Reports

Kayvan Kalati — Thu, 26 Feb 2004 17:06:23 GMT

I am looking for some feedback and general information on Event Reports - how useful they are - or do most people use Crystal Reports for Events? Thanks

Only one please

Laura Bishop — Mon, 19 Oct 2009 18:52:00 GMT

We would like to send 1 snail mail item to each address... - if there is only one person or one married couple living at that address we would like to use the "With spouse Addressee" - if there are multiple constituents living at the same address we would like to send to "The 'Last Name' Family." Any help would be greatly appreciated!

Email Only

Ashley Radeka — Mon, 19 Oct 2009 15:44:27 GMT

We just sent out an appeal with a remittance envelope that said to check in a box if they wanted to receive all communication from us through email only. How should I set this up in RE? I want to make sure they show up for all email mailings, but I don't want to mark them as "Do Not Mail", because when I do queries, I make sure I exclude all "Do Not Mail" people for various reasons. Has anyone ran into this and how did you handle it? Thanks!

Adding Non-Fundraising Appeals through Mail

Cindy March — Thu, 15 Oct 2009 14:00:56 GMT

We're having a little bit of a battle here. This is a two part question. First, would you add a planned giving newsletter as an appeal through the segment tab (7) in the Mail module. Second, do all appeals have to be linked to a gift?

Thanks for your help.

Cindy

Anonymous vs. Leave Name Intact

Nicole McMorrow — Mon, 05 Oct 2009 21:00:07 GMT

Is there a way to set this for each type of report? For example, a particular report I would use to publish donor names I would want to have a name appear as Anonymous, but a particular report I would use for internal viewing only would leave the name intact. Is this possible? Or is it just a global setting? How annoying if the answer is the latter...

Conditional Mail Merge - Letter Criteria

Syphoe — Wed, 02 Sep 2009 19:33:54 GMT

I need to be able to pull pledges w/in a date range an ffrom the reaults, send letter to each constituent based on pledge amount. I have created 4 letters and 4 levels:

Less than $25 print Letter 1

$25 - $499 print Letter 2

$500 - $2,499 print Letter 2

Greater than $2,500 print Letter 3

How to set-up query...

Tracking quarterly newsletters within constituents' records

Ellyce Whalen — Tue, 16 Sep 2008 21:11:51 GMT

We publish a quarterly Foundation newsletter. I'd like to record which constituents receive the newsletter without cluttering their records too much. Does anyone have any experience or ideas with this type of thing?

Thanks so much,

Ellyce Whalen

St. Charles Foundation

Bend, Oregon

ewhalen@cascadehealthcare.org

How do you merge images in a mail merge?

Michelle Friedline — Wed, 30 Sep 2009 18:25:36 GMT

I have an export and we're making custom forms for an upcoming event... but I can't seem to get my mail merge code correct to be able to merge images... any ideas?

This is the code I'm using:

{ includepicture "C:\\Documents and Settings\\temp\\My Documents\\C:\Documents and Settings\temp\Desktop\wildey.jpg" \d }

Exporting specific proposal information

Beth Ransom — Wed, 09 Sep 2009 14:58:11 GMT

Although we love tracking "asks" as proposals, I have run into a glitch trying to find a report that please everyone. In searching Knowledgebase, it seems my issue "has been filed as a suggestion" but I wondered if anyone found a work-around.

I need to create a document that shows a specific proposal name (in this case 2009 Gala) along with primary contact name, solicitor, amount funded, status and reason. With the exception of the primary contact name, I can pull this info in a query and export from there. If I add an output for contact name, I get all contacts on the record. I can pull [primary contact in Export but I cannot specify which proposal I need the information on and many records are pulled with 2008 Gala proposal information.

Does anyone have any suggestions? I don't want to spend a lot of time de-duping a list but I may have to.

Thanks!