Creating Report

Rose Replogle

This is my first time creating a report in RE.  Gifts will be soft credits by Appeal.  Thank you for your help!


Fields to include are:


ID

First Name

Last Name

Address Line 1

Address Line 2

City

State

Zip

Email

Gift Amount

JoAnn Strommen

Rose, Are you looking to pull this gift info in a 'canned' report in RE? Are you trying to create a query (group them) via a query? Creating a query and then taking the data to Export to create report using a specific format? Sounds like you may be to RE and not trying to overwhelm with options but what/how you do it may depend on the end goal. 


There are a number of reports in RE that may easily report on what you need. Are these gifts cash received, pledges, a mix? All are to one appeal?  But you're just looking for the soft credits?  Some more clarity on exactly what you're looking for will help in providing the best advise. 

Rose Replogle

Good
Morning JoAnn,

 

Thank you
so much for your response.  This is the first report I’ve been
asked to create in RE and I’ve just begun using RE so I’ll try to
explain what I need.  I need all individuals who give through
United Way.  They would have a soft credit for the last
year.

 

Thank
you!

 

-         
Rose

 

Rose Replogle
Development Associate
Visiting
Nurse
5910 Homestead Road

Fort Wayne, IN  46814

Direct
Dial:  (260) 435-3207

RoseReplogle@vnfw.org

 

Ensure
quality of life by including Visiting Nurse in your estate
plans.

 

 

 

This e-mail message, including any attachment(s), is for the sole
use of the intended recipient(s) and may contain confidential
information. Any unauthorized review, use, disclosure or
distribution is strictly prohibited. If you are not the intended
recipient, please immediately contact the sender by e-mail.

Ryan Hyde

Everyone has their own way of recording United Way gifts and dealing with soft credits - these aren't super universal standards. I might suggest reaching out to support for this instead of the user community. When I was first learning RE, I spent a lot of time with support. They're typically very happy to help.


But if you prefer continuing with the community, please answer the following:


1.) What is the gift type, subtype, campaign, fund, appeal, and package for your United Way gifts?

2.) Where are the gifts recorded (you mention soft credits, but where is the hard credit?)

 

Gina Latham

Rose Replogle:

This is my first time creating a report in RE.  Gifts will be soft credits by Appeal.  Thank you for your help!


Fields to include are:


ID

First Name

Last Name

Address Line 1

Address Line 2

City

State

Zip

Email

Gift Amount


Hi Rose! 

I would definitely recommend reaching out to us in Support. We can help you with your query steps and everything you need to get this accomplished.


Here are some tools I think would be a helpful starting point! 


The link here is for a video on how to create a query: 


https://www.youtube.com/watch?v=wESPkwveO1U 


The article here explains a bit on Soft Credits as well: 


https://kb.blackbaud.com/articles/Article/37665 


You are welcome to give us a call or navigate to chat and we would love to help you further! 


800 468 8996 is our Support Number


Have a great day!