Has anyone ever created and/or run a list/report based on any transaction taking place with your organization in a set period of time? We're defining "transaction" as ticket purchase, donation, membership, contribution, etc. We'd like to pull such a report/list for everyone who has had a transaction with us in the past 3 years.
Any suggestions, report sharing, "how to" instructions would be greatly appreciated!
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Gary TaylorDir. of Marketing & Audience DevelopmentStrand-Capitol Performing Arts Center717-846-1155 x 132www.strandcapitol.org
Hi Gary,
Would pulling a list based on the t_payment table work for what you need?We have criteria built for Payment Type, Amount, Total Amount (sum), Date and Created By all based on that table.