In Retention and Acquisition reports I'd like Constituents to be counted in all of their Constituencies

We prepare very detailed retention and acquisition reports at the end of the FY. We're a school and donors often have more than one constituency. I need to have the ability in Retention and Acquisition reports to have donors count in each of their constituencies and not just primary. Also, I base my reports in RE7 on the hierarchy of the table and not on the placement of the code on the individual record. There isn't the ability in NXT to use the reports this way either. I really like these reports, but without this functionality they're pretty useless to me. Please contact me if I haven't explained adequately enough what I mean. Thanks!

  • Karen Stuhlfeier
  • Mar 14 2017
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  • Jen Claudy commented
    April 05, 2017 03:00

    In my last position, we ran a lot of reporting on Gift Constituency, so reporting on something like Board giving when someone was on the board last year but not this year would work and show giving from the Board last year versus giving from the Board this year would work.