Hi everyone! I'm trying to run a report on donors who will be listed in our annual report and want to include the Program Name section (under Contact Details, where Salutation and Alias also live), does anyone know how I can extract this info? I looked into the output set builder but couldn't find anywhere to pull on this field. I want to be able to see how the donor's have asked us to publish their names for the Annual Report, which is a field we have. I would appreciate any and all help! Thanks!
Hi Christine - do you have access to the Program Name Listing report in the Development folder? This is the report that pulls data from this screen. You could use VLOOKUP in Excel to pull the names into your annual report.
Hi Christine,
You can add this as an output set element:
Data Select: !.cust_pname
Data From: TX_CUST_PROGRAM
Data Where: !.program_no = '1' (find the correct number from the table T_PROGRAM - you may have different program types set up, such as Membership, Capital Campaign, etc.)
I created an output set using this new element, the salutation field, and last name. Then I run the output set on my list of donors and save as a spreadsheet, and I can easily get my donor lists by creating a new column that substitutes the salutation name for a special recognition name (if it exists).
Odele