Donor name, total amount given, last amount given, and date of last amount given

Donna Long
Donna Long
Name Dropper Facilitator 1
in Blackbaud Altru® General Discussions

Need a report to show constituent name, lookup ID, total amount given, last amount given, and date of last amount given. When I export the report to Excel, it shows every date and every amount that the constituent gave. In chat, I was told there was not a specific report that can show all of this information, but it can be completed through a query and using smart fields. I tried using smart fields, but I got the same results.

Tagged:

Comments

  • Kerrie Guarino
    Kerrie Guarino
    Second Anniversary Name Dropper Facilitator 1 December 2023 Challenge: Season of Giving

    .

    @Donna Long
    Hi,

    The way I would try do this is through a query. I use the constituent query to create the group of constituents I am looking for. In the result fields to display I include the constituent data I need (ie. name, lookupId, etc) and then the smart fields

    • Latest Payment amount smart field\\Value
    • Latest payment date Smart Field\\Value
    • Constituent Lifetime Giving Smart Field\\Value

    Since the system doesn't automatically update Smart Fields unless you set up a process to do so, you may need to update them before they will show on the query results.

    This is a sample of my results:

    7c6302188d2b95c25631e04b0778a314-huge-im

    There may be another way to do this, I'm still learning my way around the software. I hope this helps!

  • Donna Long
    Donna Long
    Name Dropper Facilitator 1

    @Kerrie Guarino
    Thank you so much! This was very helpful!

Categories