Hi!
I'm still fairly new to Analytics and have been stumped with a widget. I want to be able to tell how many board members within a year gave. The members for each year are in a manual list, so I need to be able to show that 25 out of 27 gave in 2022. I'm just not sure what equation to use and would like some help.
Thanks!
Elizabeth
If you don't already, I would suggest adding a constituency to board members. You can use that manual list to add constituencies using the manage constituency utility. Then you can easily use that consituency in analytics to grab board members.
I cannot suggest this more. We have not only a Board Member constituency but also a Former Board Member constituency. I did this merely for myself, but the Development department noticed and started using it themselves, and they love it. Highly effective for listing and reporting purposes.
We have both already, so great thinking! The only issue with the constituencies on our end is that we have Board Members that roll off a year and then come back on. We're on our 2nd year with Tessitura, so if I need to go back and compare giving numbers, the board listing is different. Have you had any issues with constituency reporting?
Point-in-time reporting has always been a challenge on this front. I have made it a yearly maintenance task to run a list based on our trustee code, make sure it is not marked dynamic and label it as that year's list. This means I can reconstruct who *was* on the board when they made a gift in past FY's.