17 votesEdie Patterson supported this idea ·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 ·