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Gift Output for End of Year

Seth Ghitelman
$organization

I am looking to generate an output file that will be used to generate a letter for donors listing all the contributions in the previous year. So I need to have multiple gifts on one line of data. I need gift date and gift amount.  Any output chefs have a good recipe?

 

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  • $organization

    Seth,

    We have an SSRS report for our Annual Giving Summary which uses the following parameters:

    • Contribution Start Date (required)
    • Contribution End Date (required)
    • Campaigns (required)
    • List (optional) 


    The report output populates a pre-loaded annual giving statement which pulls envelope salutation information and has lines which report gift date, category (fund), gift amount, and fair market value (if applicable). There's also detail which reports the date and amount of a pledge payment's receipt.

    Let me consult with our consortia guru who built the report to see if the code is shared anywhere.

    Thank you,

    Brian

     


    [edited by: Brian Parker at 4:34 PM (GMT -6) on 9 Jan 2017]
Reply
  • $organization

    Seth,

    We have an SSRS report for our Annual Giving Summary which uses the following parameters:

    • Contribution Start Date (required)
    • Contribution End Date (required)
    • Campaigns (required)
    • List (optional) 


    The report output populates a pre-loaded annual giving statement which pulls envelope salutation information and has lines which report gift date, category (fund), gift amount, and fair market value (if applicable). There's also detail which reports the date and amount of a pledge payment's receipt.

    Let me consult with our consortia guru who built the report to see if the code is shared anywhere.

    Thank you,

    Brian

     


    [edited by: Brian Parker at 4:34 PM (GMT -6) on 9 Jan 2017]
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