Work around for gift size reporting?

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Amy Stubbings
Amy Stubbings
Ancient Membership 25 Likes 10 Comments Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I need to report on donors that have given $500-$1499 and $1500+ to a particular campaign. Anybody find any work arounds in Sky Reporting yet? I've been using NXT/Fundraise/Analyze for my Campaign Reporting. But I need to use RE7 in order to get the gift size breakdown. RE7 totals for these gift sizes are much smaller than NXT and it would be SO MUCH EASIER if I could just use one place.  Anyone figure a work around? It doesn't look like they've added anything to Insights for it. 


Thanks!
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  • Amy Stubbings
    Amy Stubbings
    Ancient Membership 25 Likes 10 Comments Photogenic

    Amy Stubbings:

    I need to report on donors that have given $500-$1499 and $1500+ to a particular campaign. Anybody find any work arounds in Sky Reporting yet? I've been using NXT/Fundraise/Analyze for my Campaign Reporting. But I need to use RE7 in order to get the gift size breakdown. RE7 totals for these gift sizes are much smaller than NXT and it would be SO MUCH EASIER if I could just use one place.  Anyone figure a work around? It doesn't look like they've added anything to Insights for it. 


    Thanks!

    I ended up with my own workaround, but would love verification that this is either a terrible plan or a good one.  In Analyze, I clicked the Campaign I need to get the list of donors. Then I exported that, and manipulated it in Excel. I pivoted it so that it's by donor instead of by gift. Then I filtered the sum on $0-$1,499 and $1,500+. Highlight the column and I got a total for dollars and a count of donors. 


    I can't wait for this to be functional in NXT!

  • Graham Getty
    Graham Getty
    Ancient Membership 100 Comments 100 Likes Name Dropper

    Amy Stubbings:

    Amy Stubbings:

    I need to report on donors that have given $500-$1499 and $1500+ to a particular campaign. Anybody find any work arounds in Sky Reporting yet? I've been using NXT/Fundraise/Analyze for my Campaign Reporting. But I need to use RE7 in order to get the gift size breakdown. RE7 totals for these gift sizes are much smaller than NXT and it would be SO MUCH EASIER if I could just use one place.  Anyone figure a work around? It doesn't look like they've added anything to Insights for it. 


    Thanks!

    I ended up with my own workaround, but would love verification that this is either a terrible plan or a good one.  In Analyze, I clicked the Campaign I need to get the list of donors. Then I exported that, and manipulated it in Excel. I pivoted it so that it's by donor instead of by gift. Then I filtered the sum on $0-$1,499 and $1,500+. Highlight the column and I got a total for dollars and a count of donors. 


    I can't wait for this to be functional in NXT!

     

    You can run a gift export and then use Microsoft's Power BI to carve up either the Gift Amount or Constituent Summary Gift Amount using the SWITCH () and TRUE () functions with any Amounts and Label the giving levels anything you want - like this:


    GivingLevel = SWITCH(

        TRUE()

        ,[Gf_Amount] >= 0.01 && [Gf_Amount] < 500, "Friends"

        ,[Gf_Amount] >= 500 && [Gf_Amount] < 1000, "Leadership"

        ,[Gf_Amount] >= 1000 && [Gf_Amount] < 5000, "Founders Circle"

        ,[Gf_Amount] >= 5000 && [Gf_Amount] < 10000, "President's Circle"

        ,[Gf_Amount] >= 10000 && [Gf_Amount] < 50000, "Changemakers"

        ,[Gf_Amount] >=50000, "Platinum Level"

        ,""

    )

  • Amy Stubbings
    Amy Stubbings
    Ancient Membership 25 Likes 10 Comments Photogenic
    Graham. Holy Cow. This is amazing. I had no idea this existed. I'm putting it into place for my next report. Thank you!

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