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reports » gifts (RSS)
  • Export containing different giving levels and lifetime giving!

    I’m using Raiser’s Edge and trying to create the following report by using export. I need the report to have a select group of members which I have in a query named HFCC Members. I need the report to have the following broke down for me. My people in the query that have given $1,000-$4,999.99 since 10...
    Posted to Forum by Rhonda Oakley on 04-14-2011
  • Lifetime Value of a Donor

    Hi all, I've been asked to produce reports that give the "lifetime value of a donor" for our marketing department, so they can justify their acquisitions. In searching the forums, all I found was a suggestion to buy a book (not so helpful when they want the report next week). Does anybody...
    Posted to Forum by Amy Gregory on 09-17-2010
  • Exporting gift information from a constituent.

    I was wondering since a co-worker thought she heard this function didn't always export correctly. I want to export a gift report from a constiuent file. If I go to file/ export/ constiuent file and then select the parameter file to use for exporting report I then open it in Excel. Does this work...
    Posted to Forum by Carl Baratta on 03-31-2010
  • 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
  • Solicitor Performance Report

    We are running an Annual campaign for a school district and assign solicitors to track performance by schools. Solicitors are the individual schools. Presently when a student graduates from any one of the 5 elementary schools and moves onto to the middle school, we are deleting the elementary school...
    Posted to Forum by Sunni Won on 09-13-2009
  • 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
  • Required Fields

    I was wanting to find out if any other institutions have decided to not make Campaign and Appeal required and what the implications of this has been? *Little background* We don't always have money that comes in tied to these and we were wondering if it would be better to make up "dummy"...
    Posted to Forum by Doug Baker on 08-14-2009
  • Statistical Reports for Direct Mail Analysis

    Does anyone out there have experience with pulling information to analyze the donor base in terms of what the average donor looks like, gift frequencies, etc. We are working on a new direct marketing program and want to make sure we're concentrating our resources in the right areas. These are the...
    Posted to Forum by Amanda Hoskins on 03-03-2009
  • Actual, Project, Variance report?

    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...
    Posted to Forum by Maureen Reyes on 07-21-2008
  • Donor Category giving in last 5 years

    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...
    Posted to Forum by Beth Schmieg on 06-24-2008
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