If not a custom report as described, at least the ability to extract into a csv or Excel file any of the available fields. This way the user could report or view data important to their need.

I want to be able to show a list to each solicitor showing what has come in
in terms of both items and sponsorships, and by default what they still
need to get.

Item/Service Donation gives the item and the amount but not the donor or
the solicitor
Solicitor Status gives Solicitor and donor and amount but not the item
Cash Donations and Sponsorship sales includes sponsors and monetary
donations but not the solicitor

I would like a report that shows items/monies received with both item name
and donor name, value, and solicitor.

Yes! I would like my Solicitor Status Report to include donor contact name and information so that it can be provided to my solicitors!

none of the reporting does exactly what I need, especially for importing into DonorPerfect

In addition to a custom report, I would like to see a report that simply lists all transactions, donations, sales with all associated information for each entry, ie. names, addresses, donation or sponsorship or ticket purchase. This would be useful for us, prior to the event, since we pull reports weekly for the purpose of sending personal thank you notes.

I agree it would make the process and use so much smoother if there was a custom reporting tool.

I second Pam's comment:
Pam commented · June 6, 2017 9:42 AM
Also, payment method (ck#) and reference #, very useful for exporting to Donor Perfect. Donors like to see that information on their year end tax letters. Can you give us a report writer where we choose the fields and it generates a simple .CSV?

I'm sure there are other reports we will find the standard columns lacking as well. The Data Exchange/Ticket Sales and Data Exchange/Winnings reports really need to have the payment type and reference # in order to import into DP

It would be very helpful to run a report that lists donation name as well as the donor.
Thanks.

In addition, it would be very useful to have a Seating and Meals Report to show Tables and aldo include information about whether or not guests have paid. 2 weeks before the event we want Table Hosts to make sure their attendees have submitted RSVPs AND paid, made meal selections, etc.

This would be SUPER useful!

There is no way to pull the full amount by transaction type (live auction, dessert dash, games, last minute ticket sales) that is run on credit cards after the event (or for one particular day) so that they can be entered in QuickBooks by their separate categories.

Also, payment method (ck#) and reference #, very useful for exporting to Donor Perfect. Donors like to see that information on their year end tax letters. Can you give us a report writer where we choose the fields and it generates a simple .CSV?

Yes, would love a report that has winners for multiple bid items (parties) and their contact info. so we can easily distribute it to hosts. Thank you

Or Please add a report that includes payments received and contact info for patrons. Otherwise I have to create, look up and input all info manually which is very inefficient and time consuming when it's all in RSA and should be accessible

This would be so useful. Having the ability to select what information to download would be a big help when creating custom thank you letters etc.

Yes! We also would like to further analyze our income categories by payment type, as well as have more fields to help with importing desired data back into donor perfect. For example, we'd like to capture the check number or transaction ID number back into DP where currently, that information is not available for gifts.

Yes please! Also reports that are clickable would be great to dive into the data.

Customizing reports that would then be able to be exported would be extremely helpful in creating acknowledgement letters because merging data from different files does not work. A detailed monetary pledge report with patrons and amounts (not just a $ total) is needed.

I absolutely agree with this suggestion. It is very frustrating that there is no donation report that includes the donation #. It would be great to have more options for printing reports with the information we want.