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Tammie Cach Abdu
Tammie Cach Abdu ✭
Eighth Anniversary Facilitator 1 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Hello Everyone,

We recently converted from Banner to RE(today is day 3 of being "LIVE") and I'm head deep in the task of re-creating all of our reports/lists. I need to create a report or list that identifies people who have completed a pledge so that the development director can thank and then ask them to start a new pledge. I don't see anything in Reports that directly addresses this, or I'm just missing it. 

I'm also interested in exporting the address for the soft credit recipient. Again, I see nowhere to do this.


Coming from an SQL driven platform to RE makes me feel like I showed up to a kicking contest in a potato race sack. I've got two healthy feet but am not allowed to use them. 

Any help would be greatly appreciated.

 
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Tammie,

    There may be a number of ways to go about this. I would start with a constituent query that pulls donors with gifts to whatever fund you are looking at, gift type pledge, pledge balance $0. You could put a criteria for last payment date range to get only those who paid for say last month. You can set query to credit gift to both donor and SC. In output include your address info. 


    I thnk this would get what you are looking for.

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