Hi everyone,
I'm trying to put together a report for our director, using a list, to break out:
multiple gifts (with dates)
over multiple campaigns
over several calendar years
Is there an easy way to go about this? Thanks!
Hi Michael,
I recommend using output sets for aggregate data and reports for information on specific gift history. I'd use the Fund Activity Report for your scenario here. It gives you a row per transaction, so when I use this I create a revenue column in excel (which is what I'd present to your director) which is pledge + gift + write off. Remove all the rows with a zero value.
Megan
Thanks Megan!