Comprehensive Gift Report across all events
J
Jennifer Louise Steurer
Ability to pull a report of all gifts given across all events. The gift total lives on the guest dashboard and being able to see the individual gifts that make up that total helps with end of the quarter reconciliation. We do not feed gifts automatically to RE so need a simpler way to catch all gifts. If we have 20 events running it is not feasible to have to pull individual event reports for all of them to be able to get gift totals
G
Ginu
Thank you for posting, Jennifer Louise Steurer! I have a few more questions for you:
- Can you provide more details on the specific data fields you would like to see in the comprehensive gift report?
- How frequently would you need to generate this comprehensive gift report?
- Would you like the ability to customize the report or would a standard format suffice?
J
Jennifer Louise Steurer
Ginu
- The gift amount, transaction ID, date of transaction, name and the event are the fields needed.
- If possible it would be nice to pull it daily since BBMS distributes daily but weekly at a minimum.
- A standard format would work