TeamRaiser - All Transactions Report

Jay Daniel

Is it possible to create an "All Transactions Report" that pulls in all TeamRaiser registration records, donations and local team companies?

William Tuthill

Hi Jeff,

You should be able to get all this data using the ReportWriter "Transactions" application model.  Create a filter based on Valued Transaction (the first drop-down) and then choose "Donation Type" (second drop-down) as the field to filter on.  Then limit your results to TeamRaiser Registration and TeamRaiser Gift.  For Report Columns I would recommend including "Donation Type" under Valued Transaction so it is easier to distinguish between registrations and gifts when viewing the report.  You can also include "Team Name" under TeamRaiser Team.

Hope this helps,

Will

Jay Daniel

William Tuthill:

Hi Jeff,

You should be able to get all this data using the ReportWriter "Transactions" application model.  Create a filter based on Valued Transaction (the first drop-down) and then choose "Donation Type" (second drop-down) as the field to filter on.  Then limit your results to TeamRaiser Registration and TeamRaiser Gift.  For Report Columns I would recommend including "Donation Type" under Valued Transaction so it is easier to distinguish between registrations and gifts when viewing the report.  You can also include "Team Name" under TeamRaiser Team.

Hope this helps,

Will

Will,

Unfortunately that is pretty much what I've designed but I am needing the 'Team Company' data that is used for corporate sponsorship.  I can get this data separately as a Custom Report; TeamRaiser; Performance by Company by Event.

Thanks