First time donor report

@Jolynn Uyehara
If you're in the db view start with a constituent query where first gift = this week (or last week) and then you can take that query and export any info you'd like or create a report using something like the Gift Detail and Summary report under financial reports. If you're in NXT, create a constituent list with the filter being first gift = this week (or last week) and then select whichever columns would work best for your needs.

@Jolynn Uyehara
First let me say this is an area in RE which I'm not very knowledgeable.
If you have queue, you could possibly set it up to run weekly with an email to team member, but my understanding is they have to retrieve report.
Webview also could have the report configured but again my understanding is that user would need to open/view it have another staff member download and send.

@Jolynn Uyehara - Utilizing Power Automate and the Notification Flow in the Template Showcase, you could possibly set up a version of the notification flow to send this information out automatically to your staff. Check out this blog for more information on the Power Automate option -

@Jolynn Uyehara WE do this in the dataview with a simple query that pulls all first gifts based on the gift date of “last week.” Then we run an export with the fields we need. It's a manual process. We had a Queue set up but Queue stopped working for us when we merged databases after our health systems merged.

@Joy Prevost I'm assuming you are talking about the db view report. On detail tab dId you select only the First Gift column?