Report that can pull data on ALL constituents and include Journal Entry info

I stumbled into a surprising gap in eTapestry which I think ought to be filled.

eTapestry allows you to pull reports based on All Accounts/Constituents/Personas. Those reports contain Account info, but not Joournal Entry (dontations) data.

eTapestry allows you pull reports based on Journal Entries. Those reports can include all accounts/constituents who have any Journal Entries, but if you have any accounts with no Journal Entries, they aren't included.

So there is, surprisingly, no report you can generate in eTapestry which pulls ALL accounts and returns Journal Entry donation data. This was confirmed by Customer Support.

Most eTapestry users have some Journal Entries for all or a vast majority of their accounts. But we imported our donor list into eTapestry last year, and we have some people who have not yet made a financial contribution, and when I wanted to generate a master report of everyone in our database including their giving history, I was surprised to find there was no way to do this. I am asking for there to be some way to specify Accounts with No Journal Entries as a search criterion in order to solve this problem.

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  • Mar 20 2019
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