Hi everyone,
I'm looking for a report that includes the contribution appeal in the output. It's also not an element availble in output set builder. I'm looking for way to do some analysis on contributions (not constituents) using their appeals.
Any advice would be greatly appreciated.
Thanks,Josh
Is the Revenue by Source and Appeal report helpful?
Thanks Beth! I'm looking for a report that lists each gift with its appeal. My organization uses appeal categories to organize our annual fund and I need to total the number of gifts >= $10,000 going back 10 years in each appeal category.
Thanks!
Hi Josh
We have a custom report that when exported to Excel, provides both the Appeal and Source for each gift included in the report. If you are interested in the report, please feel free to contact me at jlevy@sfopera.com.
Best
Jess Levy
San Francisco Opera
Josh,
Have you tried the Pledge Gift report in the Finance Folder? It will output appeal. You cannot select specific appeals with this report but you can specify campaigns. You can also go broad just using a date range and no campaign then save to excel for sorting and analysis.Dale
Hi Jess and Dale,
Thank you both for your responses and advice. The Pledge Gift report worked like a charm!