Hi all,
Devo has requested a process they can use to create itemized tax letters for FY2019. They want to be able to print and mail a letter that includes a message from our Director of Development and then has a table of each contribution a patron has made in a year (eg row 1 is a gift on 1/5/2019 to the Annual Production Fund, row 2 is a Gala ticket purchased on 8/9, etc.). I am able to use an output set to export all of the data I want to an Excel spreadsheet, but I am absolutely unable to come up with any process by which to take that data and put it into a single letter per patron by way of a mail merge in Word. I am wondering if anyone else has any similar processes that they are willing to share as I'm at my wit's end trying to get this to work. I've considered using a flattening technique in SQL but I'm nervous since that only really works well if you want a fixed number of contributions, and I don't want to have to re-code the process based on how many gifts the top donor in a year has given every single year.
I ended up downloading this https://www.tessituranetwork.com/en/Files/Shared-Reports/Year-End-Letters-Report and editing the report template and proc to fit our needs. For example where Tulsa pulled fund, we wanted to pull campaign. And we got rid of the fair market value field. There were a few other edits as well. I can share our final product with you if you like. Would you be willing to share your final product once you have it all worked out? I am always looking for more than one route to an end goal.
Ashley
Ashley, I have some users in our consortium who would greatly appreciate your final product if you're willing to share with someone who has nothing to offer in trade...? Thanks in advance!
Done
Hope it helps!