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Categorizing donations

I would like to be to assign specific donation ranges to categories and include them in the donations export. For example $100.00 - $249.99: Bronze, $250.00 - $499.99: Silver, etc. I would also like to export these categories with the donation file so I can count and summarize by these categories.

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    Alex YaroslavskyAlex Yaroslavsky shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    6 comments

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      • Brandon LongleyBrandon Longley commented  ·   ·  Flag as inappropriate

        Alex, I have created a Donation Cause field (which categories the donations into areas of our org) similar to a category that you're suggesting. You would just need to assign the category to the donation after it has been made and then it can be exported and filtered accordingly.

      • mah4tmah4t commented  ·   ·  Flag as inappropriate

        I would like to be able to search donations like you can membership information. This also means I need to be able to add more internal fields to donations. ie: Corporate Matching Gift, Event Donation, Corporate Sponsor, General Use, Specific Fund, etc..

        I'd like to then be able to pull these up by topic, like say, look at what one particular fundraising event produced. I did this for an event by adding a field where the donor chose "Pan-Ipswich Challenge" as a donation field and that worked (as opposed to our standard options of General Use or Schooling Field Fund). However, I deleted that option when the event was over and now that info is gone (for now it just shows as blank so I know what it is, but I'll have to add the option back and manually re-link these, and then I can't ever delete it again, even when I don't want to offer it as an option). Also would like to be able to pull out certain categories, ie take out Corporate Sponsors because we track those differently in Quickbooks.

        Also, sorting by date. Very tired of exporting to Excel and deleting everything from 2011 and earlier just to look at 2012.

      • Alex YaroslavskyAlex Yaroslavsky commented  ·   ·  Flag as inappropriate

        Having categories would allow me to make the form that is consistent with our donation levels/tiers. We have Platinum, Gold, Silver, Bronze, Friend and Other (we wouldn't want to display "Other" but categorize anything without a category as "Other").

        Just as importantly, this functionality would allow me to extract the categories as part of an Excel extract and summarize the data accordingly as a Pivot table. I could easily see that I had Gold donations in the sum of $1,000; Silver in the sum of $500, etc.

        I would like to build the Pivot once, and hand it off to a junior person whom I can train to refresh the data. Without the categories as part of WA, I have to create them manually in Excel and re-create them each time I extract the data. This makes it time consuming for me to re-run the report I want and practically impossible to have someone else refresh it with new data once I set it up (because that person would have to re-classify all the donations anew each time).

      • Dmitry ButerinDmitry Buterin commented  ·   ·  Flag as inappropriate

        Alex, Can you elaborate further - why do you want to categorize donations in this way, how this might be used?

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