Custom report that combines giving history and actions

Jane Van Ingen

Hello.

We are trying to create a report that combines giving history (the report should include gift type and gift comments) with actions to get a full picture of our donors who support our various grants. I have create an Excel Export, but it's long and cumbersome.

I didn't find anything in Knoweldgebase, and the Marketplace wasn't helpful, either.

Thanks in advance!

Jane

JoAnn Strommen

@Jane Van Ingen Have you looked at Reports > Profiles, Lists and Directories > Constituent Profile.

Note, when setting it up with the data you want I suggest only using one record. If you use a query with lots of records and pull lots of data points it will take considerable time to generate.

For profile contents you can select giving history and actions. You can further define what the data to pull.
Might give you want you want.

Jane Van Ingen

@JoAnn Strommen--that worked!

Thank you!

Jane