Gift Summary Information

erin russell · September 2015

Hi everyone -

In export, is it possible to export the Gift Summary information for RECEIPT amount, not total gift amount? I have a feeling the answer to this is no, but thought i would ask. I need tax deductible totals, not gift totals. THANKS!

JoAnn Strommen · October 2015

Erin, I think you're correct in that it's not possible using Export module.

Yes, it's a grouping tool, not a report tool but you might be able to get your data using a query and directly exporting the data while in the query (icon third one from left on my query screen). It depends on what other fields you're exporting if you'd get too many duplications in query.

That's what is suggested in the KB solution: How to export the total receipt amount.

https://kb.blackbaud.com/articles/Article/44973

Christine Cooke 2 · October 2015

Can you not use the the Annual Tax Statment as their full year receipt? located under Financial Reports. That can/will show tax deductible vs. non depending on how you set it up.

erin russell · October 2015

Unfortunately all of the reporting tools are only used internally. Our statements are required to have a certain look to them. Thanks for your feedback i will see what i can do.

Christine Cooke 2 · October 2015

In Mail module --> Donor Acknowledgement Letters there is a field you can choose that is YTD Amount and you can choose Calendar Year, Fiscal Year or Specific Date, would that work for your needs? Then you could lay out the template for your specific look/format.

Maya Francis · October 2015

In Constituent Export under Summary information -> Gifts->Total receipt amount option is available.

JoAnn Strommen · October 2015

Maya, Hmmm, I don't see that option for my summary info. Just total amount - which will pull gift amount. Can you attach a screen shot of your list of output options?

Thanks.

Maya Francis · October 2015

See the attachment

JoAnn Strommen · October 2015

Wow, it's not an option in our version. Our list stops at Total Gains/Loss. We're using 7.93 and do not have some of the modules/net community that it looks like you have. That will be a nice addition if it comes with next update.

Thanks for the screen shot.

I'll revise my original response. Erin, having the option may depend upon what version/modules you have.

erin russell · October 2015

not available in my version - but good to know itll be there one day! Thanks everyone!!!

John Heizer · October 2015

JoAnn Strommen:

Wow, it's not an option in our version. Our list stops at Total Gains/Loss. We're using 7.93 and do not have some of the modules/net community that it looks like you have. That will be a nice addition if it comes with next update.

Thanks for the screen shot.

I'll revise my original response. Erin, having the option may depend upon what version/modules you have.

I'm running 7.93 and don't have it available either. Must be a 7.94 thing, not optional module.

Karin Morris · February 2016

We used to have Gift YTD but that's no longer an option and it's causing havoc with my Gift letter updates. What should I use instead? It keeps stripping out the line I have reading "Your total giving to the NJC in 2016 is YTD_Amount."

Michael Sherman 2 · February 2016

Gift Calendar YTD and Fiscal YTD are under Summary information/Total Gift amount/Include Gifts with these Date/ Calendar YTD or Fiscal YTD

Gift Summary Information

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