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1. Tracking donations with other member activity

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   9 comments  ·  Wishlist » Donations / Fundraising  ·  Delete…  ·  Admin →
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   Edie Patterson supported this idea  ·  July 12, 2015
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   Edie Patterson commented  ·  July 12, 2015  ·  Edit…  ·  Delete…

   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.

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   Edie Patterson shared this idea  ·  December 27, 2012