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Reports needed for upcoming Audit

Jennifer Vinson
$organization

This is our first year preparing for our Audit using Tess and I have a few items I need to be able to pull, but after some tinkering I am not sure how to go about this one. Anyone willing to help? I may get stumped on some others, but for now I can't figure this one out. I need total giving to exceed $50K, but only for that time period. 

  1. Report that details all Donors who contributed $50,000 (cumulative) or more during FY (6/1/19-5/31/20). Include the Constituent’s Name, Date of Contribution, Fund Description (include all funds), Cash, Pledge Payment, Stock Sale, and Pledge Balance. 

Thanks in advance!

Parents
  • $organization

    I have a list criteria element called "Total Giving" that I rely on for things like this. Looking at it in the T_KEYWORD table, I think it might be a standard element that you should have as well!  You can combine this element without other ones (like Contribution Date) to get just people who gave the required amount in that time frame - and then use something like the Fund Activity Report to get the specific contribution dates.

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  • $organization

    I have a list criteria element called "Total Giving" that I rely on for things like this. Looking at it in the T_KEYWORD table, I think it might be a standard element that you should have as well!  You can combine this element without other ones (like Contribution Date) to get just people who gave the required amount in that time frame - and then use something like the Fund Activity Report to get the specific contribution dates.

Children