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Automatic Fund Activity Report with Donation Parameters

Dominique Trotter
$organization

Hi,

I am trying to create an automatic report that circulates a list of anyone who has made a donation of £1,000+ in the preceding week. The fund activity reports I have available to me don't seem to allow me to get donation amount parameters. Has anyone got any ideas on how to do this?

Thanks

Dominique

Parents
  • $organization

    You could create a dynamic list in List Manager to pull everyone who gave 1,000+ in the previous week and then use that list in the Fund Activity Report.  If you want it completely automatic you can schedule the Fund Activity report to run weekly.  To create a dynamic list (which is one that refreshes each time it is used) you just need to click the Dynamic check box when you save the list. 

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  • $organization

    You could create a dynamic list in List Manager to pull everyone who gave 1,000+ in the previous week and then use that list in the Fund Activity Report.  If you want it completely automatic you can schedule the Fund Activity report to run weekly.  To create a dynamic list (which is one that refreshes each time it is used) you just need to click the Dynamic check box when you save the list. 

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