Endowments

Kim Roesing

I need to create a query and export that gathers information on constituents (name and address) that have given or are some way connected to an endowment.  Export out total giving to each endowment they are involved in (we have 169 endowments) and people have given or are associated with 1 to multitude endowments.  I did contact blackbaud and it is looking like if I don't want to export out every gift they gave and add that up separetly I will have to do a summary for each endowment so 169 summary totals.  Does anyone have an easier way.  It would be great if I could mix match queries/exports such as pull in a fund query into a constituent export.  I don't even want to get into the whole relationalship issue if it is a prize fund and naming the student who received the prize, but it would be cool to add that in.


Thank you,


Kim

Alan French

Have you tried a pivot report? You could put constituent ID's down the side and funds along the top, then maybe export the addresses separately and use a vlookup.