Displaying Gift ID on canned reports in 7.93

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Hi all,


I export the Pledge Status Report and Cash Flow Report into Excel.  Because I cannot find a way to include Gift IDs, I export the same gifts and use concatenate to make a formula of ConstID + Gift Date + Gift Amt + Gift Fund so I can match up most of the gifts with a VLOOKUP.  However we do have donors who set up multiple pledges for the same amount, to the same fund, on the same date, (different installment dates), so this workaround is too timely.  I do the same thing for the Cash Flow report.  I know I need to write a Crystal Report so I get all the pieces at once, but for now, has anyone found a different workaround?  We are in RE 7.93 (we'll be going to 7.95 later this year).


I do use an addressee configuration with the Constituent ID, so I've added those more easily.  Is there something like that which I could do in canned reports for gift IDs?


Thanks!

Judy
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  • Judy Spigarelli
    Judy Spigarelli Blackbaud Employee
    Ancient Membership 250 Likes 100 Comments Photogenic
    Just wondering if anyone has found a different

    work around regarding Gift IDs on canned reports.
  • Judy Spigarelli:

    Just wondering if anyone has found a different

    work around regarding Gift IDs on canned reports.

    I'm not sure what your goal is in exporting and linking the two canned reports, so I can't comment on a work-around.

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