Report Help Needed

I would like to run a report that I can give to my board that reports all contributions (new or old) whether they are a pledge or inkind. I would like it to have name, amount, and where the gift went. Pretty much a batch report but maybe something with phone numbers that can be printed anytime. Your help is appreciated.

 

Best,

 

Mike

Parents
  • You should try the Current Constituent Giving by List in the development folder or Pledge Gift in the finance folder or Fund Activity Report also in the finance folder.  Depends on how you enter your inkind gifts.

    If you want to get phone numbers in there, you should have a look at Output Set Builder but that can get tricky with a multiple row query like the one you need.

    Dale

Reply
  • You should try the Current Constituent Giving by List in the development folder or Pledge Gift in the finance folder or Fund Activity Report also in the finance folder.  Depends on how you enter your inkind gifts.

    If you want to get phone numbers in there, you should have a look at Output Set Builder but that can get tricky with a multiple row query like the one you need.

    Dale

Children
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