Allow for more Individual contact details (email & phones) in Gift Detail Report - Database View

The database view Gift Detail report is great for providing to departments because it can include how much has been given to their fund by each donor as well as the donor's mailing info. But, if you would also like to share the donor's email & phone, the report is limited because only a specific email or phone or "first found" can be included. It would be so helpful to be able to include all the phone & email types that are possible - similiar to how the Constituent Directory report does.

  • Rene Rosengren
  • Dec 8 2020
  • Reviewed: Voting Open
Standard Reports
  • Attach files
  • Tatyana Leifman commented
    29 Apr 22:57

    Agree with the request. I will add that it would be beyond helpful to be able to include an email or phone number in the NXT/web view version of the report. For some inexplicable reason, currently, these are absent even from reports that are set up in dbv and include them when run in dbv. It's great to be able to schedule and share the report in NXT/web view but if the report does not include an email or phone number, then one is forced to run the report in dbv, export it there and manually email it to whoever you wanted to share it with.

    Attachments Open full size

Related ideas