Setting "Alumni of Record" for the coming fiscal year

Jennifer Boettger
Jennifer Boettger
Fourth Anniversary Name Dropper Participant Facilitator 1
in Raiser's Edge NXT Discussions

Any guidance on how this is done in RE?

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 2 July 2026 Monthly Challenge bbcon Sessions

    More explanation, please. I'm not sure what you want to do.

  • Jennifer Boettger
    Jennifer Boettger
    Fourth Anniversary Name Dropper Participant Facilitator 1


    For the purposes of VSE and our own internal monthly financial reports, we set our Alumni of Record count at the top of each fiscal year in order to track participation rates. Wondered if there is a canned demographic or statistical report for such a thing. No biggie if not, I can write a query based on the parameters set forth in the CASE RSMG.

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Eighth Anniversary Kudos 5 2026 Spring PUB Raiser's Edge NXT First Reply

    There is no canned report for this. I would set the number based from the beginning at the fiscal year, and just keep that number throughout the year.

  • Jennifer Boettger
    Jennifer Boettger
    Fourth Anniversary Name Dropper Participant Facilitator 1

    Yep, that's what we do - we set the benchmark at the top of the fiscal year (July 1) and it stays constant. Since I posted this, I found a neat Tally report in Demographic Reports and build one (actually 5) from that report template. All is well! Thanks all!

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