PowerUp Challenge: First Standard Reports Task
Comments
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I just used the Constituent Giving Report to inform an MGO on where a donor stands on lifetime vs. campaign donations.
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We use the LYBUNT report tailored to pull assigned prospects to help the gift officers know who to prioritize for calendar as well as fiscal year end outreach.
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Used consecutive years query to match what we had been programming outside of the database. Very simple to use!
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The LYBUNT and SYBUNT reports are being used to organize our end-of-year mail and email appeals, and the Consecutive years reports to recognize long-time donors in various capacities.
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I've recently used the Top Donors report to find donors for special acknowledgements. The consecutive years report isn't great. If a donor gives every year, but not within 12 months they don't get pulled into the report. But we still want to recognize donors who give every year. So for this reason it's unusable.
The LYBUNT report is great for identifying donors.0 -
We will use the Top Donor Report to help focus our attention on donors who may support our comprehesive campaign.
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We are launching a new Annual Campaign and I have shared both the LYBUNT Report and Consecutive Years Report with the committee for their planning meetings.
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Our gift officer is preparing for a lunch with the President of a potentially lapsing foundation. I ran a Constituent Giving History report to assist her with her meeting and to show the President all the great contributions they have made in the past.
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We are using the LYBUNT report to reach out to donors who have yet to give this year.
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We recently used the SYBUNT report for our upcoming Winter Appeal.
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We'll be using the appeal reports and other financial reports to review our successes this year, and I am looking into how best to report on gift income to compare with our Accountant.
It would be significantly easier if the reports had any ability to preview the finished product before export, since we have to tweak them quite a bit to get the correct information, and I haven't used them overmuch in the past.0 -
We are planning a new campaign and the Top Donor Report will be a good start.
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We are currently using an appeal report to track how our holiday appeals are doing - new constituents, top gifts, etc.
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We are using the SYBUNT report to create Giving Tuesday mailing lists.
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