 kathyg
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| Joined: 11 Dec 2017 |
| Total Posts: 4 |
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Need to report donors since 2010 and the years they gave donations
Posted: 26 Jun 2018 11:21 AM |
I have been asked to provide a report of all donors that have given starting in 2010 through current date and list years they have given. I'm sure they will want total amounts as well. Any ideas on where to start with this? I've looked through the reports but didn't one I could use to gather this info.
I'm new to the donor mgt side of things so I may be overlooking something.
Thank you!
Kathy |
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Re: Need to report donors since 2010 and the years they gave donations
Posted: 26 Jun 2018 05:57 PM |
Hi Kathyg,
It's great to hear from you! My suggestion would be to run the Batch Receipts Report-- you can enter a date range and it will give you total giving for each donor. In the upper left corner you can select "View as: List" in the drop down and this will display the donor details (name, address, donations received, total amount etc) If you would like a total for each year, you can run the report for 1 year at a time versus 1/1/2010-current. Feel free to call your Account Manager who can assist you further as well as shared some great training materials (training videos and user guides) that can assist you in learning more about CenterPiece and all it has to offer.
Have a GREAT day!
Blessings,
Ashleigh |
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