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Exporting total Fiscal Year Giving and Life Time Giving in RE (not NXT)

Kimberly Corrado

Hi, I have been asked to provide a report that contains Life Time Giving, FY20 giving, FY 21 giving, and FY22 giving. What is the best way to export this information using Raiser's Edge, not NXT?

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Comments

Barbara Kunkel

Hi Kimberly, You would use Export - constituent export type, select your records to include, and use the summary for each year's totals. Let me know if you need help.

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Larry Wheeler

In order to create different criteria for each giving year, you have to go up to the top of the Output in your export and click on the title-description area once. Now when you choose Summary Information > Gifts > Total Gift amount, you will get a new criteria popup.

If you are familiar with export enough to know that please disregard my post

Stephanie BridgesBledsoe

How would you do the same in NXT?

Karen Diener

Stephanie BridgesBledsoe:
How would you do the same in NXT?

NXT does not have the same ability to filter output columns. You can only get this information using database view.

Stephanie BridgesBledsoe

OK, thank you, Karen!