First-Time Donors
Add the "first date" field to the Donor Reports Filters.
I had to delete 35 years of first date donations to get the 2020 first-time donors. Not efficient!
Sherri Rush
shared this idea
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Hank commented
Just in case you guys haven't seen this. If you go to a fund and run the donor report, you will see a list of donors to that fund and their historical donation data like the First donation date.
The only problem with this is that Advised donations are not listed there, so the data isn't super reliable. We are having to change the way we list advised donations because Csuite so poor at reporting data.
I don't get why this is so hard for Foundant. Virtually every CRM has this data at a glance (I have Salesforce for some other nonprofits that I manage and all this data is easily gathered and reported.
I don't know if their database is just too hard to build reports for or what. I'm a data guy and it takes us weeks to get reports ready for our board because we have to go in and finese the data.
I guess some groups just don't run reports? What's the point of having a CRM if you can't report on the data. (sorry, on a Monday morning rant :))
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Laura Malone
commented
I would love to see this implemented.
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This is a no-brainer. Why has this not been implemented yet.