Board "Give or Get"

Alessandra DeChancie · July 2019

Hello, I need to run weekly reports for our Board "give or get" fundraising amounts -- with the "give" being gifts made by them (cash or pledges), and the "get" being gifts they've solicited from other individuals, companies, etc. I currently don't have a report, query, export, etc. I can run that shows me the "give or get," with the "get" being the tricky part. I currently identify the "get" through both soft credit and marking Board members as solicitors on individual gifts. Any advice for how to run a report that shows all "give" information (cash/pledges) as well as "get" (anything marked by soft credit and/or solicitor)? Thank you!

Jorge Lazaro · July 2019

RE has out-of-the-box reports that accomplish what you're looking for. Reports > Analytical Reports > Solicitor Performance Analysis. From there you can select from a list (tab 3) which solicitors or Board Members you want to obtain a report on. I hope this helps.

Michele Badame · July 2019

Jorge lazaro:

RE has out-of-the-box reports that accomplish what you're looking for. Reports > Analytical Reports > Solicitor Performance Analysis. From there you can select from a list (tab 3) which solicitors or Board Members you want to obtain a report on. I hope this helps.

Yes, I agree with Jorge, this is the report that I use.

Emmet OConlon · July 2019

Another vote for the Solicitor Performance Analysis. Remember, for it to work, your Board members need to be entered as solicitors on their own gifts as well.

Board "Give or Get"

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