Reports

Maria Tolhurst

I am trying to build a report that shows a group of people who gave towards a specific appeal and if they have previously given to our organisation, if they have what have they given towards? Can anyone advise?

JoAnn Strommen

Maria Tolhurst:
I am trying to build a report that shows a group of people who gave towards a specific appeal and if they have previously given to our organisation, if they have what have they given towards? Can anyone advise?

Maria, I'm assuming at this point you are trying to create a query to find out who these people are, then you will need to take your query to the Export function and from their build your report.   Will take a bit of work to create Export but can be used repeatedly.

Am hoping you have some experience in query as probably won't hit every step. Constituent Query Criteria > Gifts > Appeals > Appeal ID equals 'your appeal name'. 

Criteria > Summary Information (next to last on list) >Summary for Gift >Total Amount of Gifts (could possibly use Total Number of Gifts) > No to apply applicable criteria, then criteria gift amount greater than $0; Filters - could select dates like in last 5 years but use date less than appeal date or appeal $ will pull.  Could filter on gift types - usually cash & pay-cash vs. pledges, certain funds etc.

This will give you the group of those who gave to the appeal and have earlier gifts on their records.  To see the fund for the previous gifts you take the query to export and select output of all the field you want and then export as many gift records as you want to see.  Have you worked in Export before? 

Maybe I'm not thinking of something else, I think this is what you need to do.