Constituent giving history - order by date

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I am looking at the complete giving history of our board members' contacts, so I am using the constituent giving history report. My director would like to see the gifts in order of descending gift date - so the newest gifts at the top, rather than oldest at the top, which is how the report presents this information. Is there a way to change this within the report? Becky Spurr Development Assistant ArtsConnection
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Becky Spurr:
    I am looking at the complete giving history of our board members' contacts, so I am using the constituent giving history report. My director would like to see the gifts in order of descending gift date - so the newest gifts at the top, rather than oldest at the top, which is how the report presents this information. Is there a way to change this within the report? Becky Spurr Development Assistant ArtsConnection

    Don't know of a way within the report to sort/change date order. 

    Only suggestion would be to export to excel from the report preview.  Be lots of sorting then for each constituents gifts to change sort order. 

    Sorry.

  • Becky Spurr:
    I am looking at the complete giving history of our board members' contacts, so I am using the constituent giving history report. My director would like to see the gifts in order of descending gift date - so the newest gifts at the top, rather than oldest at the top, which is how the report presents this information. Is there a way to change this within the report? Becky Spurr Development Assistant ArtsConnection

    Yes that's annoying, In the Gift Detail and Summary reports in the format tab, there's a Sort/Break category where you can specify multiple sort fields.  It's odd that it's not offered in the Constituent Giving History report.

  • Gina Gerhard:

    Yes that's annoying, In the Gift Detail and Summary reports in the format tab, there's a Sort/Break category where you can specify multiple sort fields.  It's odd that it's not offered in the Constituent Giving History report.

    Please post this on the RE discovery site and I will vote for it.
  • Becky Spurr:
    I am looking at the complete giving history of our board members' contacts, so I am using the constituent giving history report. My director would like to see the gifts in order of descending gift date - so the newest gifts at the top, rather than oldest at the top, which is how the report presents this information. Is there a way to change this within the report? Becky Spurr Development Assistant ArtsConnection

    Try using a Constituent Profile instead. You have the option to make the giving history ascending or descending.

  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Matt Rose:

    Try using a Constituent Profile instead. You have the option to make the giving history ascending or descending.

    Great suggestion.  Hadn't looked at constituent profile for a long time.  Will need to keep in mind for upcoming needs.  Love all the options for data to include.  (Its under Reports > Profiles, Lists... > Profile Contents > Giving History > ascending/descending is under Customize.)

    Thanks, Matt.

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