Report for Newsletter Enrollments - No Donor Activity
I am new to e-Tapestry but we've had our database for a couple years. What I'm looking to do is pull out information on those people that have only registered for our E-Newsletters via the DIY form on our website but never had any donation activity. I'd like the most complete information possible. ie Name, Address, E-mail.
I have absolutely no clue how to go about this as I am just learning to use standard reports.
Please HELP!
I have absolutely no clue how to go about this as I am just learning to use standard reports.
Please HELP!
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Hello Jessica!
What you'll want to do is create a couple of queries. This is very similar to creating a query to find people with no donations which we have steps for here: https://kb.blackbaud.com/articles/Article/61654. The only difference will be that instead of subtracting from All Constituents, you'll want to have a query where you first find everyone signed up for your newsletter. Then, you will subtract the donor query from that query. Since I'm not sure how you are tracking people subscribed to your newsletter I can't be much more specific. Likely it will be something very simple like a UDF.
Once you have your final results, you can probably just add/remove some fields from the query results. Or, you can create a custom report with the specific fields you want.
I hope this helps you at least get started! Let me know if you have any follow-up questions.
Tara0
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