Thread: Revenue Report
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Old 04-27-2007, 03:07 PM   #1 (permalink)
ClaireS ClaireS is offline
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Revenue Report

Hello,

I need to create a weekly revenue report. I will be reporting on Corporation, Foundation, and Fundraising Corsortia gifts (all can be pulled by constituency code). Where I need help is that I also have to report on Direct Mail gifts (appeal code), Bequests (fund ID and Campaign ID) and our $1000+ donor group (currently an attribute but could be turned into a constituency code if needed). Many in our $1000+ donor group give through corporations and foundations so the individual receives the soft-credit for the gift.

Is there a canned or custom report that I could create? The ideal set up is:

Weekly Revenue Report
Foundations $XXXXX
Corporations $XXXXXX
Fundraising Consortia $XXXXX
$1000+ Donor Society $XXXXXXX
Direct Mail $XXXXXX
Bequests $XXXXXXX
Other Gifts (the catch all for all other gifts) $XXXXX

My big concern is that I don't want to count gifts in more than one category. I have never created a custom report before and need any help I can get.

Thanks!
Claire
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