Children's Miracle Network (CMN) Report

Carlos Lewis

One of our Annual Gift Officers needs the CMNH appeal for the 2017 calendar year including funds segmented. They want the appeal, amount and fund. As you all know, I'm new to RE. Any tips to get me on the right right would be greatly appreciated.

 

Aaron Rothberg

Hi Carlos-


It's not clear from your question exactly what you are looking for, but if the goal is to report on an Appeal and list each gift amount as well as the fund the gift went into, I'd use the Gift Detail and Summary Report. On Tab 2, filter for the CMNH appeal and choose your Gift Types in Tab 3.

Carlos Lewis

Aaron Rothberg:

Hi Carlos-


It's not clear from your question exactly what you are looking for, but if the goal is to report on an Appeal and list each gift amount as well as the fund the gift went into, I'd use the Gift Detail and Summary Report. On Tab 2, filter for the CMNH appeal and choose your Gift Types in Tab 3.

Aaron - I'll run it that way and report back. Thanks!

Carlos Lewis

In Tab 5, Summarize by Appeal in Report View gets me 3/4 of the way there. It gives me the Appeal ID, Appeal Description, and Total. I still need the Fund Description, but I don't have that option.


 

Aaron Rothberg

I'm not sure which report that is Carlos, but it's not the Gift Detail and Summary report. If you use the GDSR you'll see on Tab 5 you can add the Fund Id.



 

Carlos Lewis

Aaron Rothberg:

I'm not sure which report that is Carlos, but it's not the Gift Detail and Summary report. If you use the GDSR you'll see on Tab 5 you can add the Fund Id.



 

Thanks for the guidance Aaron!