Insights Designer/Report Builder - report on gifts by size

Patty Lewis
Patty Lewis
Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified
in Blackbaud Raiser's Edge NXT®: General Discussions

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.

Comments

  • Joe Moretti
    Joe Moretti Community All-Star
    Kudos 5 Third Anniversary Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @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
    Patty Lewis
    Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    @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
    Joe Moretti Community All-Star
    Kudos 5 Third Anniversary Raiser's Edge NXT Fall 2025 Product Update Briefing Badge First Reply

    @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.

  • Katherine Mannion
    Katherine Mannion
    Sixth Anniversary Kudos 5 Name Dropper Participant

    @Patty Lewis and @Joe Moretti , you have been my angels today! I was thinking about how to make an insight with exactly this data, and instead I was able to give them the Comparisons and Summaries report, which is available in web view now! Almost 2 years later and the Community comes through!

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @Patty Lewis there are a few ways you can make your life easier and may even increase your career value if you want and depending on what choices you make, ranked below from easiest to most learning curve

    1. Continue your export to excel and manipulation in excel
      1. there are a few things you can do to make your process more efficient such as:
        1. standard export columns and use formula in another worksheet
        2. everytime you export new data, you just need to replace the data worksheet and the formula worksheet will auto update. COUNTIFS; SUMIFS will be your friend
    2. Learn to use Power Query in excel
      1. Power Query is a way to "intake" data (from many sources, but start with excel), transform it and produce an output you want, you will be able to do things like summarizing the exported data from RE into the exact report you want with very little effort onces it is setup
    3. Learn to use Power BI (or any other visualization tool)
      1. this is one step more to #2, where Power BI has Power Query built-in, but will be able to make the data "comes to life" through various charts and visualization
    4. If you inclined to, you will be able to completely automate these Power BI reports that refresh automatically and integrated into RE NXT directly so everytime someone wants the report, they just need to go to it in RE NXT
      1. this will require Power BI, Power Automate, SKY API and SKY Add-in
      2. sounds like a "developer" path, but you would be surprise how many non-developer database manager is able to take advantage of this. There are monthly Power Automate and Power BI User Group meetup (virtual) that you can get a taste of what's possible and get started if that's a career pathway you want to take.

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