Insights Designer/Report Builder - report on gifts by size

Patty Lewis

I am trying to create a report that shows giving by levels (.01 - $499.999 etc) by Primary Constituent Code. I am looking to capture the number of Donors, number of Gifts and gift amount for these levels and constituent code. Has anyone done a similar report and would be willing share how it was created? Thanks in advance for your help.

Joe Moretti

@Patty Lewis Have you tried using the Database VIew report “Donor Category Report” located in Reports/Analytical Reports/Donor Category Report. It works well, but you will need to change it for each constituent code you want to report on. But you get your information you need.

Patty Lewis

@Joe Moretti I did look at that but it does not provide a gift count. We currently run queries and export to a spreadsheet (weekly) that has formulas to puts the data in a table view in Excel. I was hoping to eliminate the manual effort and make the report available to management on a dashboard in Reporting.

Thanks.

Joe Moretti

@Patty Lewis You may want to look at the Statistical Reports located in Reports/Demographic and Statiscal Reports. I will give you gift counts, totals for the various levels, the only thing you will have to run it for each constituent code, since it will not break it down into the various codes. After 20 some years working at various organizations, management is never satisfied not matter what you do, besides the fact that management changes all the time, they are clueless about databases & Raiser's Edge and if you gave them 100 colors, they would say “but ”navy blue" is missing. Plus they never know what they want to begin with and change their minds constantly.