LYBUNT

Options
Genevieve Grabowy
Genevieve Grabowy
Seventh Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
What is the best way to creat a custom LYBUNT report to be in excel and easy to use for mailings?
Tagged:

Comments

  • Patrick Hunt
    Patrick Hunt
    Ancient Membership 25 Likes 10 Comments Photogenic
    The easiest/fastest solution is to create a constituent query and set the "Last Gift" gift date to less than a year ago (or whatever your cutoff date is for who is a LYBUNT). Export the results of this query in export.


    This method may not be best if you also need to take into consideration soft credits, housholding considerations (one is a LYBUNT, the other is not), etc....


    Good luck!

    03c816eaceb63a90f0d547be2e3fd1e0-huge-20

      
  • Joanne Felci 2
    Joanne Felci 2
    Ninth Anniversary 1,000 Likes 1000 Comments Photogenic

    Patrick Hunt:

    The easiest/fastest solution is to create a constituent query and set the "Last Gift" gift date to less than a year ago (or whatever your cutoff date is for who is a LYBUNT). Export the results of this query in export.


    This method may not be best if you also need to take into consideration soft credits, housholding considerations (one is a LYBUNT, the other is not), etc....


    Good luck!

    03c816eaceb63a90f0d547be2e3fd1e0-huge-20

      

    If I were doing this I'd also put a start date or you will end up with a ton of records.  So if you want to know if they gave last year but not this year, depending on if you mean FY or calendar year I'd put Last Gift between 1/1/16 - 12/31/16

  • Christine Cooke 2
    Christine Cooke 2
    Ancient Membership 1000 Comments 500 Likes Name Dropper

    Genevieve Grabowy:

    What is the best way to creat a custom LYBUNT report to be in excel and easy to use for mailings?

    I would use the canned LYBUNT report and check the box to have it produce a query.  Then you can export that query through Export using whatever fields you want.

Categories