|
Clients per day
8/23/2011 12:06:56 PM
(Total replies: 1)
|
| Dear Friends,
Is there a way that I can create a report that will tell me how many clients came on Mondays in 2010, on Tuesdays in 2010, etc.? I'd like to figure out which days are busiest.
Thanks!
Aimee |
|
|
|
Parenting Program Statistic
11/23/2010 4:10:13 PM
(Total replies: 1)
|
| Hello,
When we run the Unique Clients Served By Date Range Report, it doesn't seem to accurately count the number of clients who are coming in for our parenting program. We have manually counted them and the number we get is much more than the number eKyros shows. Can you tell me where this report draws its data from?
Thank you,
Aimee |
|
|
|
Re: Parenting Program Statistic
11/24/2010 6:26:15 PM
(Total replies: 1)
|
| Hi Ashleigh,
Thanks for getting back to me so quickly! I don't think I explained myself clearly enough in my last e-mail.
The problem that we're seeing is that when we manually count how many clients have participated in our parenting program (individual heads, like in the Unique Clients Served Report), we get a higher number than the report gives us. For example, when we run the Unique Clients Served Report for our parenting program in our Montclair center, we show that we have only had ... |
|
|
|
Re: Parenting Program Statistic
11/24/2010 6:55:14 PM
(Total replies: 1)
|
| Thanks, Asleigh! Can you tell me who our account manager is?
You have a wonderful Thanksgiving too!
Blessings,
Aimee |
|
|
|
Donation Receipts
7/19/2010 9:07:40 PM
(Total replies: 1)
|
| Dear Friends,
More and more, we have donors who don't want to receive a receipt after every donation due to postage/receipt/envelope costs. Unfortunately, it's nearly impossible for us to remember to check the box of each of these donor's donations just because of how much data entry we do. Would there be a way to have a box to check on the donor's file itself that keeps each donation receipt from being printed, except for the year-end statement?
Thank you,
Aimee |
|
|
|
Re: Donation Receipts
7/20/2010 11:59:28 AM
(Total replies: 1)
|
| Ah, yes, Ashleigh! Thanks for your reply.
I know about that "Hold Mail" box but didn't think of that as an option because I still want these donors to receive newsletters and appeal letters. I guess I can use this and print a separate list of those who have their mail held and pick out those who are regular donors. Can you confirm that this is the only way to do that?
Thanks again,
Aimee |
|
|
|
Re: New names
3/30/2010 10:48:12 AM
(Total replies: 1)
|
| Hi Ashleigh,
I'm going to back to your response from last August and trying to follow the steps you posted but it's not working for me. For some reason, eKyros is saying that there are just 3 people who were added to our system in the past 3 years and haven't given. We know it's many more than that.
I've gone to Receipting, then selected "Create Statements". Is that correct? That step isn't listed in your reply above but seems to be my only option. Perhaps that's where I'm ... |
|
|
|
Re: New names
3/30/2010 6:10:59 PM
(Total replies: 1)
|
| Ashleigh,
Is there any way to bring up all of the donors that have been added to eKyros between 01/01/2009 and now whether or not they've given?
I'm thinking I could compare that list with a list of those who have given and get everyone that way.
Thank you!
Aimee |
|
|
|
Re: New names
3/31/2010 12:51:00 PM
(Total replies: 1)
|
| Ashleigh,
I did what you suggested (going to the Donor Files Report) and pulling by the date created (01/01/2008 to 03/31/2010) and it gave me all of our donors, many of which were added before 01/01/2008. Do you have any idea what happened?
Thanks,
Aimee |
|
|
|
Re: New names
3/31/2010 1:00:47 PM
(Total replies: 1)
|
| Thanks, Ashleigh. Can you let me know who our Account Manager is?
Aimee |
|