List of Campaigns, Funds, Appeals and last gift date

Joanne Felci 2

I'm having a brain freeze and need some defrosting...


I'm trying to figure out for each campaign, fund and appeal the number of gifts and the last gift date


How would I go about that


For example what I want to end up with is something like this:


Campaign A    50 gifts  5/7/13

Campaign B    10 gifts  1/5/05

Campaign C    500 gifts 2/6/18


Appeal A     25 gifts    6/9/09

Appeal B     250 gifts  8/20/16

Appeal C     75 gifts    1/11/18


Fund A      33 gifts   5/5/05

Fund B     600 gifts  4/8/08

Fund C      25 gifts   5/31/16


So three separate lists - one for all campaigns, one for all appeals, one for all funds - with corresponding number of gifts and last gift date


I have set up a Campaign query and can get most of the information for Campaigns except for the last gift date


I'm assuming an Appeal query and a Fund query would also have this inability for Last Gift date


 

Michael Langley 2

Joanne Felci:

I'm having a brain freeze and need some defrosting...


I'm trying to figure out for each campaign, fund and appeal the number of gifts and the last gift date


How would I go about that


For example what I want to end up with is something like this:


Campaign A    50 gifts  5/7/13

Campaign B    10 gifts  1/5/05

Campaign C    500 gifts 2/6/18


Appeal A     25 gifts    6/9/09

Appeal B     250 gifts  8/20/16

Appeal C     75 gifts    1/11/18


Fund A      33 gifts   5/5/05

Fund B     600 gifts  4/8/08

Fund C      25 gifts   5/31/16


So three separate lists - one for all campaigns, one for all appeals, one for all funds - with corresponding number of gifts and last gift date


I have set up a Campaign query and can get most of the information for Campaigns except for the last gift date


I'm assuming an Appeal query and a Fund query would also have this inability for Last Gift date


 

Hmmmmm. The only query types that include Last Gift are Constituent, Individual and Organization. If I had to put this report together I would run a Financial Report for the Campaign, Appeal and Fund gift counts, transpose the numbers to excel, and then I would build a Constituent query to get the last gift for each of your categories. I don't think there is one query or report that will give you everything you need. That's what I would do

Melissa S Graves

Joanne Felci:

I'm having a brain freeze and need some defrosting...


I'm trying to figure out for each campaign, fund and appeal the number of gifts and the last gift date


How would I go about that


For example what I want to end up with is something like this:


Campaign A    50 gifts  5/7/13

Campaign B    10 gifts  1/5/05

Campaign C    500 gifts 2/6/18


Appeal A     25 gifts    6/9/09

Appeal B     250 gifts  8/20/16

Appeal C     75 gifts    1/11/18


Fund A      33 gifts   5/5/05

Fund B     600 gifts  4/8/08

Fund C      25 gifts   5/31/16


So three separate lists - one for all campaigns, one for all appeals, one for all funds - with corresponding number of gifts and last gift date


I have set up a Campaign query and can get most of the information for Campaigns except for the last gift date


I'm assuming an Appeal query and a Fund query would also have this inability for Last Gift date


 

I might need to think this through some more but i am thinking this can be done using pivot tables. Min/Max works on date fields so it should work.

Christine Cooke 2

Joanne Felci:

I'm having a brain freeze and need some defrosting...


I'm trying to figure out for each campaign, fund and appeal the number of gifts and the last gift date


How would I go about that


For example what I want to end up with is something like this:


Campaign A    50 gifts  5/7/13

Campaign B    10 gifts  1/5/05

Campaign C    500 gifts 2/6/18


Appeal A     25 gifts    6/9/09

Appeal B     250 gifts  8/20/16

Appeal C     75 gifts    1/11/18


Fund A      33 gifts   5/5/05

Fund B     600 gifts  4/8/08

Fund C      25 gifts   5/31/16


So three separate lists - one for all campaigns, one for all appeals, one for all funds - with corresponding number of gifts and last gift date


I have set up a Campaign query and can get most of the information for Campaigns except for the last gift date


I'm assuming an Appeal query and a Fund query would also have this inability for Last Gift date


 

right off the top of my  head -- a little messy -- but you could export all gifts include the campaign, fund and appeal fields and the gift date.  Then sort it by campaign and  date to find the last date for each campaign.  Do the same for fund and appeal.  <shrug>

Melissa S Graves

If you're going to go through the trouble of exporting all the gifts you may just as well create a quick pivot table. Pivot on campaign and add in a sum of the number of gifts and a Max on the gift date. Boom.