Several years ago when we created a pivot report in Raisers Edge and then saved it in Exel we were prompted if we wanted to automatically update the pivot report the next time it was opened. At that time we never could get that to work. Our interest in being able to do this has increased dramatically...

I am struggling to create a report that will give me the following: Donor Name, Amount received to date, amount expected to receive by the end of the year In the past I have used the gift detail and summary report, but this year we started using recurring gifts and I would like the "expected"...

I'm going to try my best to make this make sense... We're trying to get a handle on when our members renew relative to their month of expiration. Ultimately what I want is a simple pivot table wherein the row axis represents each month of expiration within a range we select (i.e. Dec 2008, Jan...

Kami, I just saw your question so I'm not sure if you've had it answered satisfactorily. I had a similar need for a report and what I ended up doing was creating a query and necessary outputs. Then you can do one of two things with that query. You can go to reports, choose pivot reports which...

If you have Prospect Tracking or Moves Management reports that your organization is using would you kindly share sample templates with me? These could be custom or any of the standard RE reports. Thank you, Lori Hutson Annual Fund and Information Management Manager Planned Parenthood Arizona

Hi Adrian I don't think the Comparisons and Summaries will do what you want, because you can't specify the appeals to include under each time period. So my suggestion would be to use an Appeal Performance Analysis instead, and run it over the whole time period you want. You should then have the...

Further to another post regarding Table Entry Definitions, a colleague and I had couple other ideas that we thought could be beneficial. - TABLE DEFINITIONS - At a higher level than the table entry definitions, have a synopsys of what the purpose of the table entries in a particular table should...

I also think it is not possible to ask the question directly in query. This type of "number of " question is generally answered in a constituent query under Summary Information and I see no summary for the Event module. Call BB. I suspect you will have to export all participants and manipulate...

The county field did use to be populated through address acelerator, but Royal Mail has decided that this isn't necessary anymore, hence the missing counties. A way around this would be to create a query that groups those records that have missing counties and base it on the city field. You can then...

Hi there. Two questions: 1) Does anybody know how to add scroll bars to pivot charts? I can't figure out how to drill down and view data that falls below the screen. It seems like it should be an easy fix, but no, and it's driving me crazy. 2) When exporting the same pivot report to Excel, I...