Filter Gift Lists by constituency

It would be very useful to be able to filter a gift list by constituency (parents, alumni, etc.) to see participation rates quickly.

  • Guest
  • Jan 5 2016
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  • Bill Connors commented
    July 24, 2018 16:40

    If I'm the alumni relations person, I want to see ALL the gifts given by ALL alumni regardless of the gift's constituency.  So yes, we need a Gifts List filter that allows us to filter by the CONSTITUENT'S Constituency.

  • Karen Stuhlfeier commented
    April 12, 2017 17:20

    We report on participation monthly. To do this we include people in every constituency they belong to - they might be a board member, parent and alum and we want to count them in each group. If in a gift list I could filter on constituency I could more easily determine participation. I also want to consider soft credits in these lists and since there isn't a way to differentiate between spouse and organizational soft credits I'm stuck exporting this information every month. It would be great to filter a list and include constituency and soft credit filters.

  • Jen Claudy commented
    May 23, 2016 19:38

    I'd personally prefer Gift Constituency Filters...