Help with creating a specific report

Katie Watts
Katie Watts
Fifth Anniversary Facilitator 1
in Blackbaud eTapestry® General Discussions
I am trying to grab a customer data report with specific information. Customer #, Name, address, city, state, zip, email and phone #'s, Name format, attributes and journal. Can someone show me a demo or provide step by step on how to accomplish this?


Secondly, I require a report that shows the last 5 years of transaction history. Customer #, name, email, phone, Transaction date(s), transaction type(s), description(s) and amount(s).

Both set up in excel format.
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Comments

  • Heather MacKenzie
    Heather MacKenzie
    Tenth Anniversary Kudos 5 August 2025 Monthly Challenge Badge bbcon 2025 Attendee Badge
    For your first one - try the Reports area, inside of "Profiles, Lists & Directories," and look at the Constituent Profile. You should be able to tweak for what's included and what's not, and then export into Excel.


    For your second one, I'd use a Gift type export.
  • Katie Watts
    Katie Watts
    Fifth Anniversary Facilitator 1
    It created my report with all the title headings but did not populate the data. I watched the training video and followed along,...I still ended up with the same results. Flipcauseaccountstest (1) cat win data fail.xlsx
  • Sarah White
    Sarah White
    Third Anniversary Facilitator 1

    I am trying to run a report of all constituents in a specific city/county and just can't figure it out. I tried doing what the previous comment said, reports/profiles, list, directories/constituent profile and I don't have that when I log in.

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