| 1. | Report by File
Posted by cjkinnas on 8/24/2021 1:08:23 PM
I am trying to run a monthly donor report and would like it sorted by the file and not the individual donations. Is there a way to run a report like that? If not, can a request be submitted to add a "filter by file" option to the donation report? |
| 2. | Re: Report by File
Posted by cjkinnas on 8/27/2021 8:30:19 AM
I have tried it three different ways:
1. Running the Donation Report: Search criteria by Monthly donors with the date. What that report is missing is the ability to get a total summary by file instead of the separate donations by each donor (i.e. Mr. Jones gave $600 for the first 6 months vs. Mr. Jones gave $100 in January, $100 in Feburary, $100 in March, etc).
2. Running the Donations by Designation-Same issue as #1.
3. Monthly Giving ... |
| 3. | Soft Donor Reporting
Posted by cjkinnas on 9/15/2020 1:04:00 PM
Is there a way to run a donation report that would include soft donors along with their address? |
| 4. | Re: Soft Donor Reporting
Posted by cjkinnas on 9/15/2020 2:06:37 PM
That is exactly what I needed. Thanks!!! |
| 5. | Re: Soft Donor Reporting
Posted by cjkinnas on 12/11/2020 11:52:05 AM
So a follow-up question about the soft-credit donor list. Instead of pulling the top donor report that limits me to the top 100 donors (max), can I pull a soft-credit list based on event? |