Edie Patterson

My feedback

  1. 21 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    9 comments  ·  Wishlist » Donations / Fundraising  ·  Flag idea as inappropriate…  ·  Admin →
    Edie Patterson supported this idea  · 
    An error occurred while saving the comment
    Edie Patterson commented  · 

    Hi-and sorry for the lag in responding.

    Our ideal scenario is that we could run a report showing the names of our members, their donations (summed) to date, member activity (renewal) separately, and the events attended. We could choose the date frame for the query-so showing year to date, or plug in our FY date. It would look like

    Name, Mber#, Member level, total donations (in time frame set), events attended.

    The point is that as we go into fundraising we should be able to see in a spreadsheet the aggregate activity for members. Currently we can do the aggregate donations, the list of donations in chronological order by name. The issue with that is a person may give 3 times over the year-each entry is listed at the time they gave, rather then within their name listing. The same issue with events.

    Does that help? Thanks.

    Edie Patterson shared this idea  · 

Feedback and Knowledge Base