Add giving by state or region to Analyze

Our CEO used a Demographic and Statistical Report in RE7 to easily pull giving by state.  We have a national presence and the board wants to see how we are doing in each state or region.  We often have to report on state-by-state giving for grants as well.

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  • Nov 30 2017
Data analysis
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  • Jen Claudy commented
    December 04, 2017 18:15

    And an Address Processing option so orgs can select which address to use for the reports (living right near 2 state borders, many times a donor will have a business address in one state but home address in another; the business address marked Preferred but the home address should be the one used for the reports.

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  • Jen Claudy commented
    December 04, 2017 18:14

    County would also be helpful for some orgs.

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