Hi everyone -
We use a "stock" payment method and custom fields (stock name, # shares, avg price/share, etc.) on the contribution to track gifts of stock but looking for a better solution to easily query on all stock contributions. We are thinking of using channel = stock to do so. Our current challenge is the difficulty in querying stock contributions from basic Tess reports.
I'd love to know how you are managing these. Thank you!
You might think about this -- using the the Fund Activity report as you base create a Payment Method Details Report (the Fund activity already groups by payment). You can then add the option for selecting the payment method and have the constituent detail (ID and Number) be displayed. Since you have added custom fields these can be added too. But all the dates, campaign etc parameters are already there to start with.
I had the Payment Method Details at my previous site and found it wonderul for not just stock gifts.