Report for tracking giving society levels

Marie Stark

We have a giving society with different levels. We are tracking this with an attribute. We do not have the Membership module.
We are looking for a  way to identify when  a donor moves from one level to another.  I was wondering if anyone has written a report for this purpose and how you went about it.

 

 

Christine Cooke 2

Marie Stark:
We have a giving society with different levels. We are tracking this with an attribute. We do not have the Membership module.
We are looking for a  way to identify when  a donor moves from one level to another.  I was wondering if anyone has written a report for this purpose and how you went about it.

 

 

I utilize the Donor Category Report.  If a person(s) or org moves to the next level it automatically will move them there.  I do not babysit/manage giving levels in Attributes or anywhere else, don't have the time and/or people power.

Marie Stark

Christine Cooke:

 

Marie Stark:
We have a giving society with different levels. We are tracking this with an attribute. We do not have the Membership module.
We are looking for a  way to identify when  a donor moves from one level to another.  I was wondering if anyone has written a report for this purpose and how you went about it.

 

Thank you, Christine.

I utilize the Donor Category Report.  If a person(s) or org moves to the next level it automatically will move them there.  I do not babysit/manage giving levels in Attributes or anywhere else, don't have the time and/or people power.

 

 

Marie Stark

Thank you.

 

Shelley Hindmon 2

Marie Stark:

Thank you.

 

 

Just to add onto Marie's response, you can tell RE how to define your giving societies unter the Donor Category Config > Tables. You have up to three tables you can configure. When you run your Donor Category Report, it will ask you which of the three tables you would like to use. 

Barbara Schlichter

Shelley Hindmon:

Marie Stark:

Thank you.

 

 

Just to add onto Marie's response, you can tell RE how to define your giving societies unter the Donor Category Config > Tables. You have up to three tables you can configure. When you run your Donor Category Report, it will ask you which of the three tables you would like to use. 

 

You can actually configure more than 3 donor category tables (we're on 7.93).  We currently utilize 6 different tables.

Marie Stark

Barbara Schlichter:

 

Shelley Hindmon:

Marie Stark:

Thank you.

 

 

Just to add onto Marie's response, you can tell RE how to define your giving societies unter the Donor Category Config > Tables. You have up to three tables you can configure. When you run your Donor Category Report, it will ask you which of the three tables you would like to use. 

 

You can actually configure more than 3 donor category tables (we're on 7.93).  We currently utilize 6 different tables.

Thank you, Barbara and Shelley.  I'm trying to figure out when a donor moves from one category to another, so I'm going to try and create a custom report.