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...

I ran a Donor Category Report based on our giving societies and realized that these reports only go by Gift Amount and not Receipt Amount. Our society levels are based on actual gifts and do not include the costs of benefits... Have any of you found a way around this issue? Is there a step I'm missing...

Donors who gave between $250-$999.99 cumulative gifts in 07 or 08 or 09. My Development Director would like the years separated out. I was trying to pull using the gift summary but it seems to be pulling inaccurate information. Any suggestions would be greatly appreciated. Thanks!

Hi, I am having a problem with just one constituent record where when I pull the gift summary from their record, the total committed is not including at least one $1M gift. This gift was soft credited to the donor, but my parameters are correct because other soft credited gifts are showing up. Another...

When pulling a report to determine a donors giving level, do you go by the receipted amount or the actual gift amount? Because when the system shows the total gift amount, it is showing the total of actual gifts, not the receipted amount. What is the right way to track this?

Hello, I have recently performed a cumulative gifts query for the calendar year 2009. I was using this query to send tax receipts to donors. Originally I had set my criteria to omit certain gifts with a specific appeal. The problem is that if a donor had that appeal RE wouldn't pull any of the other...

Hi Rhonda, I think the issue that you're running into is the details by fund. How many different funds do you have? If you wanted to see the total given to each fund in your Excel spreadsheet, you would have to export the Summary Information - Total Amount field multiple times setting criteria each...

We have annual giving levels and I am trying to report on them. We need to find out who gave $250 (cumulative) in 2009. Then I would do that for each giving level. We also need to know to what fund they gave to and the amount given to each fund. I know that I need to do a query to start to find a summary...

Hi Justin, You can group records who have given at least a specified amount by using the Summary Information, Gift, Total Amount field and use the filters to indicate date range and other factors to define which gifts should be included in the total. If you are trying to create an End of Year Receipt...

Hi, My organization is getting ready to send out cumulative gift tax receipts for 2009 for our monthly donors. I know the names of the donors so can someone tell me how to run a query for each constituent that will tell me their total giving dollars for the year (In this case 2009). Thanks.