Report - All donors to a set of funds.

Brandon Kenney

Hello -


I'm trying to pull information on which constituents have made gifts to funds in Raiser's Edge, and can't find a way to accomplish this. I've chatted with BB support, and they've concluded that a custom crystal report is really the only way I'll be able to accomplish this. As I'm not great with CR, I'm looking for help on this!


So, to give you an idea: I have a set of funds. I can do a number of reports to see what goals were, or how much was raised for this fund in total. What I want is something that looks like this:


Fund 1

Donor --- Amount

Donor --- Amount

Donor --- Amount

Donor --- Amount

etc.

Fund 2

Donor --- Amount

Donor --- Amount

Donor --- Amount

Donor --- Amount

etc. 


and so on. 


Can anyone help me out with this? Thanks so much!

JoAnn Strommen

So how are you with Excel?


I run frequent Exports for various Funds with result of:  Fund 1 Fund 2...  Amount Amount Amount Amount

Donor
Name 1
Name 2

If you needed info vertical, you could sort and copy lines for donors to Fund 2 below those for Fund 1, etc. Would require cutting, pasting, deleting.

Or you could run separate Exports and just copy info from Export of Fund 2 Donors below your list of names in Export of Fund 1 donors. 


For what they are worth - my thoughts on a work around.

Cathleen Mai

If you have Crystal reports, run a regular Gift detail and summary report, filtered by your Funds.

Export to Crystal reports.


Crystal reports open up. Click on Report/ Group Expert, then move the Fund description Field to the right/top (see attachment)

Preview, that's it.

Brandon Kenney

Cathleen Mai:

If you have Crystal reports, run a regular Gift detail and summary report, filtered by your Funds.

Export to Crystal reports.


Crystal reports open up. Click on Report/ Group Expert, then move the Fund description Field to the right/top (see attachment)

Preview, that's it.

Thank you! I do have crystal reports and this is basically what I'm looking for. Is there a way to make it so donors are listed with a summary of their total giving, or is listing them with individual gifts the only way I'll be able to produce this?

Cathleen Mai

Yes, you need to insert a Summary.

In Design in the Group footer 2b - click on Column 1

Right click and choose insert - Summary. Change the summary location to the Group you want to summarize, or add it to each group. The attached summary would summarize for each Constituent. Then do this for the other Columns as well.


You can also export this report into Excel (File/ Export)  and manipulate it further from there.



 

Brandon Kenney

Thanks! This worked for me. I was able to get the data and export to excel for cleanup. Thanks so much for the tips!

Cathleen Mai

Great, Glad it worked for you.