Report (membership)

Margaret Argyelan

I am trying to export information which includes the following:

Name  &  address of donor AND Name & address of those (members) who have received gift of membership from said donor.  There is a report which will give me the address of the member but not the donor. (Membership Given By report).    I have tried using membership, constituent and gift as an export but cannot seem to get both addresses on an export.

 

Can anyone help me with what I am missing.  I have tried various options in various sub-folders. Thanks so much

John Heizer

You want a Membership Export.



The information for the member is at the "base" level, so their address is at:

Constituent > Address > Preferred Address (or other address at this level)



For the donor:

Current > Gift Record > Constituent > Address > Preferred Address

 

Margaret Argyelan

I feel like a real idiot.  When I try that I
get the member's name and address again.  I entered the
donation as a gift on constituent A's record, linked it to a
membership to constituent B so that they now have a gift membership
and it is shown as a "gift of" and it is shown as linked.  Do
you have any idea where I might have gone wrong?  I do so
appreciate your help

ever so grateful ....

Marge Argyelan

(a very new!) Database Administrator

National Religious Vocation Conference

773-363-5454

5401 S. Cornell,
Suite 207

Chicago, IL  60615

www.nrvc.net