Patron Edge contains a pretty nice feature that allows you to enter additional order information based on the price type chosen. While you will need to write your own reports for the captured data, you have a lot of flexibility with what it can do. Here are a few ideas for using special order details...

When I first learned about the Fundraising Effectiveness Project (FEP), I thought it was a wonderful idea. For those of you who haven’t heard of the FEP, it is a project organized by the Association of Fundraising Professionals aimed at helping nonprofits assess their current fundraising efforts, identifying...

The little differences between us keep life interesting and can often inspire us to break into roller-dancing . Okay, maybe the latter part's not true, but they do keep our minds alert by presenting us with fun communication challenges. I recently befriended a German who decided to come States'...

Hi everyone, I've looked at all the canned reports in RE and not sure which one would work for our needs. In short, we need to be able to pull a report for capital campaign gifts that shows the following fields: Projected gift Actual gift Variance Is there anything in RE that can do this? Thanks...

Actions are the bridge between the sterile environment of your database and the messy world of human interaction. Depending on how many constituents you have, the size of your organization, and how tenaciously you document the telephone calls, meetings, lunch appointments, follow-up calls, letters, and...

An important aspect of non-profits is to identify giving trends, and the Comparisons and Summaries report is an easy way to track this data. This report can output data in two different ways: The Comparison option compares two time periods, and the Summary option displays data for up to five time periods...

This past weekend my wife and I visited her grandma in the hospital. While walking through the main foyer I noticed the Hospital Foundation's annual recognition wall. Seeing the plaque got me to thinking how useful the Donor Category Report can be. The plaque broke donors into levels depending on...

I've got a report that's tripping me up, and I'm pretty sure I have to write a Crystal Report but want to see if there's a work-around. I'm trying to pull a report that looks at donors who have given $5,000 or more (cumulatively) each year for the last five years. Then I want to look...

I've looked everywhere, even called customer support and was given a huge list of queries and reports I could run to try to figure this out and it didn't end up working! So I ask you all - How do you figure out your Membership Renewal Rate, i.e. From the beginning of the fiscal year until today...

The New Donors Report is exactly what it sounds like - a report that lists first-time donors. Unfortunately, this description makes the report sound less sophisticated than it actually is and may cause the report to be overlooked in favor of its flashier siblings. Despite a name that makes the report...