Does anyone have a good suggestion for a report would should a donor's giving year over year for multiple years? I'd like to see the giving totals for major gift officers' portfolios. I've tried to use to Donor FY Giving Summary, but it doesn't appear that this includes soft credits.
Thanks!
Hi Justin,
I would typically use output elements for this type of reporting. We've built elements that sum full fiscal years, as well as broken up between Annual Fund and Special Events. If you don't have these, the important thing for your DBA to incorporate is a mechanism to include adjustments and write-offs in the sum logic.
Otherwise you could use fund activity report and pivot by fiscal year. Wouldn't be so bad either!
Megan