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I'm putting together a TOP TEN LIST of favorite development reports for an in-house training I'm conducting. I'm curious what your favorite report is and why....
I have two favorite reports:
The constituent giving history report: I use this report once a week to see who has given to what, and if I want to see who has given to a specific fund.
First Time Donor Report: I run this report once a month to also see who has given to what.
Cindy
Denise - Mine is the Gift Detail & Summary Report in Financial Reports. We run it weekly to show YTD campaign totals.
Hi Denise,
I like the Gift Summary Report. I send gift reports out for memorial fund contacts and outside fund raising contacts, this report lets me know at a glance which of our over 1100 funds (and growing!) received gifts within a date range. I also use the Gift Summary Report to reconcile with FE, and it is on our dashboards as a shared report for all the officers.
Karen