 dgentile
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| Joined: 19 Apr 2005 |
| Total Posts: 98 |
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Donor Tracking
Posted: 21 May 2007 11:02 AM |
| We have been going through a fundraiser analysis program by Life Stewards and several of their questions have required some way to filter the donor report by the number of times per year a donor has given. This is also becoming more necessary for discovering our most consistent donors verses just a donor group filtered by $ amount or percentage. We were wondering if you could include this option so we can look up who gives the largest 1 time gifts, who gives 2 or more times a year, etc... without printing out our whole donor base and looking by hand. |
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Re: Donor Tracking
Posted: 04 Jun 2007 09:14 AM |
Hi dgentile,
I'm so sorry for our late reply on this. Have you taken a look at the "Top Donors Report?" This report will give you a list of your top donors during a specific time period. Once you run the report, you can sort the list by $$ amount to see who gave your largest one time gift. You can also sort by last name to see who has given more than once a year. Do you think this solution would work for your needs? We'd love to hear your feedback so we can make sure to meet your reporting needs. :o)
In Him,
Sarah Miller |
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dgentile
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| Joined: 19 Apr 2005 |
| Total Posts: 98 |
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Re: Donor Tracking
Posted: 04 Jun 2007 04:54 PM |
I have found them to be helpful in many areas but the information that has been asked of us had required knowing the number of times a donor donates per a specific time period like one year , not the $ amount. I realize there is a column in the donor report that says how many donations a donor has given but that is a secondary function and time consuming to sort though by hand. I was able to export the reports to an excel page and sort data by the "# of donations column" but it would be beneficial to users of ekyros to not have to manipulate info through other programs and be able to limit a field of donors in a search by directly indicating how often they give. This question is turning out to be an important one in the area of fundraiser and donor-base analysis. Thank you for your time and response.
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Re: Donor Tracking
Posted: 05 Jun 2007 09:09 AM |
Yes, I totally agree and understand what you are saying. Thanks for giving us this feedback-- we really appreciate it!
In Him,
Sarah Miller |
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