Donor Rollup - Add Advised Donation Last Date
Hi, the fundraising team requested the last donation date, amount, and fund name. I ran the Donation Rollup report to grab all the information I needed. Unfortunately, the advised donations have the fund name, donation date, and donation amount but not the last donation date; it shows blank. Would be very helpful to provide us this information.
Paulette Bassil
shared this idea
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Paulette Bassil
commented
Here is a sample. Check "Screenshot 2023-10-20"
FYI - The Donor's report after rollup shows the last donation of the advised donations. Check the "Donor report Screenshot 2023-10-20" file.
