Dashboard - Last YTD Annual Fund Gifts

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Jennifer Welch
Jennifer Welch ✭
Ancient Membership Facilitator 1 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
I can easily show this YTD Annual Fund Gifts using Campaign reporting on our dashboard. Alongside that I would like to report last YTD. We have separate constituents so it is difficult to pull from a query. Any ideas?
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Maybe it's too simple.  I know for some of our dashboards, there is an option in properties for what date data I want to include in stats.  Can you just change date?  Or is the issue making the query??


    Not sure what difference, or what you mean by, separate constituents would make in reporting $ YTD.  To, me only affect it could have would be in # of donors YTD.
  • Elaine Tucker
    Elaine Tucker ✭
    Ancient Membership Facilitator 2 Name Dropper Photogenic
    We use different funds for each year, so our dashboards query on the different funds with the "as of today" date criteria

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