Giving Dynamics Report was able to exclude certain Funds
We use etap for grant management, earned income, and capital campaign gifts, in addition to annual donations/membership from our contributors. Say I want to see a Giving Dynamics Report that looks at how my organization did with Membership/General Giving, comparing 2 years. I can't do that, because Giving Dynamics Reports only returns data on Accounts, not Journal Entries. SOOO - even if I have a Custom Query that defines members as those people who give to certain Funds, if I use that Query in the Giving Dynamics Report, the Report gives ALL money received (including grants, earned income, and the rest of the Funds that I specifically left out of the Custom Query). So - no way to have Giving Dynamics Report to look at Membership retention, upgrades, downgrades, etc. - thereby making this report completely useless for organizations that manage multiple Funds in eTap. I want eTap to use Custom Queries that are Journal Entry based. Who's with me?!!
Yes, it would be great if the Giving Dynamics Report was easily manipulated for a variety of funds.
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I agree. We would like to see the capability of removing "membership" journal entries from the Giving Dynamics Report. That way we could report on actual giving not giving and membership.
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I agree! We could really use this report more efficiently if we could pull out certain Funds. Great suggestion.
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