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Report by Revenue Source Code

Christopher
$organization

Hello, 

I am curious to know if a standard report exists showing a breakdown of how much an individual gave within a particular source code. The reason I ask is because I ran a report using the Revenue by Source and Appeal Report and one of the segments came up with a high dollar amount. I have already created a list tracking these individuals down. I have also plugged this list into a Fund Activity Report (and several others) but unfortunately I can't seem to find a report that shows only the amount the individual gave within only this source code. 

Any help would be great! 

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  • $organization

    Hi Christopher,

    This is exactly what I am looking for as well.  As there does not seem to be any canned report that does this, I have approached our IT group to see if they can customize.  Staff seems to feel this will be a complicated report to create.

    Let me know if you discover any workarounds that you like!

    Lise

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  • $organization

    Hi Christopher,

    This is exactly what I am looking for as well.  As there does not seem to be any canned report that does this, I have approached our IT group to see if they can customize.  Staff seems to feel this will be a complicated report to create.

    Let me know if you discover any workarounds that you like!

    Lise

Children
  • $organization in reply to Lise Speidel

    Hello Lise, 

    Glad to see I'm not the only one. One thing that I've tried just now is to run a Fund Activity Report using only the Appeal associated with the source code and a manually generated list that I ran showing constituents who only gave to that source code. For that manual list, I've chosen the "Contribution Source Number" criteria as well as a "Contribution Received Amount" of greater than or equal to $1. This seems to be working for me temporarily but I would be interested in seeing if a customized report would work better. 

    Thanks for the response!

  • $organization in reply to Christopher

    I am looking for a report like this too.  Our DM and TF consultants need this data.

    Thanks!

  • $organization in reply to Melissa Malone

    Hello,
    I bet you could get some quick results by using Output Set Builder.  This tool is useful for those times when you have a list of constituents and want to quickly add some related data next to each of their names.  In this case you would need to create a new query element, but it's an easy one.

    For example, if I wanted to get the total contribution amount per person that was entered with a certain source code I would make two new entries in the system tables.

    In TR_QUERY_ELEMENT_PARAMETER add one new row with the following values:
    DESCRIPTION = Source Number
    DATA TYPE = Number
    This new row will be assigned a number in the ID column.  Make a note of it because we need to use it in the next step.

    In TR_QUERY_ELEMENT add one new row with the following values:
    DESCRIPTION = Contribution Amt per Source No [or some other label of your choice]
    CATEGORY = Contribution [or some other category of your choice]
    DATA SELECT = sum(cont_amt)
    DATA FROM = vs_contribution
    DATA WHERE = source_no = ?? [replace the ?? with the ID number you got from TR_QUERY_ELEMENT_PARAMETER]
    CONTROL GROUP = choose your group here if you use one
    SINGLE ROW = add a check mark

    With that done our new element will be ready to use and you can now go to Output Set Builder to make a new set.  When you add the new element to your set you will notice it has a chicklet next to it.  This chicklet opens a parameter window where you can type in the number of the source you want on your report.

    Output Set results aren't pretty, but they are quick and they get the information you need.  Besides you will probably be saving it to a spreadsheet and using it there anyway.

    Good luck.

    Jared