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gifts » gift detail and summary report (RSS)
  • Cumulative Giving

    I am looking for advice re: most precise way to extract cumulative giving information. I require 2 reports: 1) Total cumulative giving and 2) Total giving for 2009. This is what I have done so far: I've created a query asking for the total receipted amount and used it with an export which uses the...
    Posted to Forum by Rose Orr on 04-07-2010
  • Appeal donations for spouses - Yes they are soft credited, but what about the Appeal tab response?

    I'm tied in knots. My excel export says that we mailed an appeal to, say, 10,000 people. (That's what is in the organization's shared file for everyone to see.) I noted the appeal on these constituent's Appeal tab as well. However, when the records were merged and husbands and wives received...
    Posted to Forum by Janet Bourne on 12-28-2009
  • 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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