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Export » reports (RSS)
  • Export or Report that shows Cash, Pledges and Pay-Cash

    Hi RE world: Does anyone have an example of an export (or report) that would show FY giving to date broken out by Cash gifts, Pledges and Pay-Cash (payment received on pledges)? I usually create a board report using our Appeal Summary Report to show receipt for Cash and Pledges combined but I’ve had...
    Posted to Forum by Jane Coughlin on 11-30-2011
  • Export containing different giving levels and lifetime giving!

    I’m using Raiser’s Edge and trying to create the following report by using export. I need the report to have a select group of members which I have in a query named HFCC Members. I need the report to have the following broke down for me. My people in the query that have given $1,000-$4,999.99 since 10...
    Posted to Forum by Rhonda Oakley on 04-14-2011
  • SYBUNT report or query - am I missing something?

    Hi everyone, I think I may just be missing the obvious. I'm trying to run a query or report that I will ultimately run through an export to get a list of donors who have not given to the 11ANNUAL campaign, but have given to the 8ANNUAL, 9ANNUAL, or 10ANNUAL campaign. Unfortuantely I cannot use date...
    Posted to Forum by Rebekah T on 11-15-2010
  • Export CONTACT TYPE listings into SEPERATE columns

    Hi - I am working to build an inquiry of parent information and am running into a problem with the columns. Currently, when the report is run, one column lists all of the contact information (phone, emails). I want each the phone and email (mom & dad) to flow into their own column. Is there a trick...
    Posted to Forum by Shirley Thomas on 06-18-2010
  • Re: Exporting gift information from a constituent.

    [quote user="Carl Baratta"] I was wondering since a co-worker thought she heard this function didn't always export correctly. I want to export a gift report from a constiuent file. If I go to file/ export/ constiuent file and then select the parameter file to use for exporting report I...
    Posted to Forum by JoAnn Strommen on 04-01-2010
  • Exporting gift information from a constituent.

    I was wondering since a co-worker thought she heard this function didn't always export correctly. I want to export a gift report from a constiuent file. If I go to file/ export/ constiuent file and then select the parameter file to use for exporting report I then open it in Excel. Does this work...
    Posted to Forum by Carl Baratta on 03-31-2010
  • Query/Export/Report/Consecutive giving

    I need a report that based on the following criteria: 2009 Total giving must = $1,000 I need the report to show the following information: Donor Name 2009 Gift amount and Fund Description (Can be multiple gifts to multiple funds) Lifetime giving total I need to know if they have given consecutive for...
    Posted to Forum by Rhonda Oakley on 02-17-2010
  • transferring to a letter the info found in a donor category report (for donor recognition wall)

    I am trying to send out letters to all of our donors to our last capital campaign asking them to verify how they want their information listed on the new donor wall. I used a Donor Category Report to get all the names in the different categories and the total amount that each donor gave. The letter,...
    Posted to Forum by Latrelle Burk on 11-03-2009
  • Report for Changes

    I've been asked to run a report for all changes made to the database during a specific time frame. They would like to see if someone has an address change, a spouse added, a title change, a new job, a new relationship... basically any change made to a record. I know I can pull by date last changed...
    Posted to Forum by Debbie Gregory on 09-01-2009
  • simple financial report needed...

    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...
    Posted to Forum by Patricia Greenhalgh on 08-18-2009
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