Is there a way to get a report that compares the date an appeal went out with the date of the gift made because of that appeal? I'm trying to decide whether it matters WHEN I send membership renewals or whether people are renewing on their own schedule no matter what.

Phoebe, you can track the phone calls as an action. Reports > Analytical Reports > Comparative Report is just one way to look at two time periods to see if gifts have increased or decreased. For that report, you just need a query of the records receiving the phone call. I think the difficulty will...

I'm looking for examples of capital campaign reports that other users have done. We have multiple regions and each has their own goals, etc. I need to be able to pull all campaign data into one report showing each region. Community colleges would be of particular interest. Thank you.

I would like to find a report or build a query/export that will show the increased/decreased giving of constituents who donated to specific funds. I like the comparative report, but I really want to compare by funds NOT by years. Does anyone have suggestions for how to find these constituents?

We want to report to our Board the value of new gifts received and/or identified this fiscal year (only). We are trying to update the Fund Detail and Summary Report we have used for years. In Fall 2008, we added PG Tracker, so can now keep track of initial planned gift amount, cash received toward that...

Hi all, Our organization ran a matching gift campaign for the end of the fiscal year, where an anonymous donor is going to match every new or additional dollar given above constituents' normal annual gifts. We did a direct mail campaign and set up a specific fund into which gifts made in response...

It is worth looking at the canned reports under analytical reports as many of these focus on donor analysis, e.g. consecutive giving, comparative report etc

Hi, Ezequiel. I think it might work best to record the gifts normally and then use the Comparative Report (BB56450) to determine which constituents increased their cumulative giving and by how much. On the General tab, you can run the report for last fiscal year (period 1) and this fiscal year (period...

You can do a consitutent profile that gives you an individual - are you trying to do all your donors? or a New Comparative Report I tried to post a snapshot but can't ...sorry. hope this helps

I have been asked to create a report based on the following criteria: Campaign = COF Date Range = Last FY to Current FY Fund = Mercer, Middlesex, Somerset, Hunterdon, Warren Output: Amt given by donor for FY07 & FY08 Amt given by donor to specific fund for FY07 & FY08 Is there a canned...