Good morning, all!I hope you are all enjoying some of the current teleworking situation.
I have a question specific to contributions. We are converting tickets sold into donations at times, in lieu of refunds. There is the ability to run batch details at the end of the day and see all the contribution activity with details of constituents and amounts. However, I would like to pull such a report for not just one user, but several for a period of three weeks. Does anyone know how/if this can be done?
Many thanks,
Janis
Hi Janis,
One of our groups created a designation called "Ticket Returns" so that when they pulled the returned ticket off of on account and entered it as a donation and gave it that designation, they could then run the Fund Activity Report and choose the specific designation to give them all of the information related to that.
Hope that helps!
Katie
Hi all! My colleague Michael Flaherty-Wilcox posted some great words to help with in Janis's cross post on this in the NCTUG forum. Adding here in case it's helpful:
Hi Janis! The Fund Activity Report is a great report for this. Run it with Show Constituent Detail set to Yes and the Contribution Start and End Date parameters set to the date range you're looking at. Depending on how you are coding your gifts, the Fund, Campaign or Channel fields can help isolate these "ticket to donation" transactions.
-Michael Flaherty-Wilcox
Hope you are all safe and well,
Carli