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reports (RSS)
  • Re: Coupons

    We also have a Reporting Services team that can build almost any report that you may need. If you are interested in that option, please contact your Blackbaud Account Executive for more information. Also if your IT team has a good knowledge of SQL they can help in producing a custom report for you.
    Posted to Forum by Marc Persad on 11-17-2009
  • Re: Is there a way to run a chart of accounts by project? I don't see where I can use a standard report to get this or create a format in the visual organizer.

    Hello Jerry. You're correct; there isn't a way to run the Chart of Accounts Report by project. That report is designed to display only account record information. If you're looking to see what accounts are used with each project, you can run the Project Detail Report in Summary. This report...
    Posted to Forum by Jennifer Maroney on 11-16-2009
  • ResearchPoint v1.6 is released - November 9!

    New Batch Types We significantly improved the data import process in this release, including the ability to edit or append constituent data, modeling scores, educational history, and giving summary information. To accommodate these improvements, we added several new batch types: Constituent Update Batch...
    Posted to Weblog by Kelly Dewald on 11-04-2009
  • 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
  • Tracking Disqualified Giving for IRS Form 990

    Hi, Anyone out there implement a data entry procedure to track giving from disqualified persons to facilitate easy reporting for disqualified giving on IRS Form 990 Schedule A? Instructions: http://www.irs.gov/pub/irs-pdf/i990.pdf Disqualified persons defined on page 44 of instructions. Form: http:/...
    Posted to Forum by Jason Want on 10-30-2009
  • Report Giving From Disqualified Persons IRS Form 990

    Hi, Anyone out there built a RE report for giving from disqualified persons for irs form 990 schedule A? Instructions: http://www.irs.gov/pub/irs-pdf/i990.pdf Disqualified persons defined on page 44 of instructions. Form: http://www.irs.gov/pub/irs-pdf/f990.pdf Schedule A: http://www.irs.gov/pub/irs...
    Posted to Forum by Jason Want on 10-30-2009
  • Membership Reports

    I am testing out some membership reports and of course things don't seem to match up. Can anyone give some insight on which ones they find most useful? Also, when you run them do you choose to only include active members or do you include ALL members (active, lapsed, dropped)? No one else in our...
    Posted to Forum by Cindy Britz on 10-28-2009
  • Re: GL Hierarchy

    A somewhat related solution - if your reports are taking a long time, set them to run, using attributes, in queue. And then run the queue overnight. We have our queues set up to dump the reports into buckets (one for income statements, one for project activity, etc.). They are set to export as .pdf files...
    Posted to Forum by Carlsen Huey on 10-13-2009
  • Reporting/Querying on Multiple Events

    Hi, I am wondering how other orgs query or report on multiple events. Going forward next year, we are going to be inputting all of our events in to the Events Module. However, is there a way to use a query or report to get a total amount raised for every single event? So, for instance, if we have 30...
    Posted to Forum by Jackie Hirschorn on 10-08-2009
  • Batch Commit Control Report

    I am having some problems with my printer and it doesn't appear that it's going to be resolved anytime soon. Consequently, when I'm doing batches, sometimes I'm successful and get the Batch Commitment Control Report and sometimes I'm not. It is a source of great irritation to our...
    Posted to Forum by Rose Orr on 10-06-2009
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