Liz's process below will result in a list of the contributions since
January 1. Some people might have made more than one contribution
(for example, a dues payment and a contribution to a special appeal).
I'll add a step to Liz's comments to get a list of contributors.
Once you have a found set of payments, the Transfer to Names button
on the View Payments screen will jump you to the names file, with a
found set of records representing the contributors responsible for
the payments in the found set you started with. Note that the number
will be smaller, since some of the people will be responsible for
more than one payment. You could then use any of the lists available
in the names file, such as the phone list report, to get the list you
want.
>Anna,
>To get the list of contributors (members and donors) since January 1:
>
>1. Go to the Payments file, either by using the FileMaker pull-down at the
>top of the page: Window > paymnts_; or by clicking View Payments for someone
>that has a payment on file.
>2. Click Query tab.
>3. Enter >1.1.2001 in the Post Date field.
>4. Click Continue to go back to View Payment screen, and then click Report
>button for printout.
>
>To get two separate reports for Members vs.Donors, do the routine twice,
>selecting either "Dues" or "Contribution" as search criteria in the Payment
>For field on the Query Screen.
>
>I've been away from ebase for awhile, and others on this listserv have
>become far more expert! You may get some other ideas from them on how to get
>the report format you want.
>
>Liz
>
>----------------------------------------------
>Liz Gans
>Director, ebase Community Support
>TechRocks
>432 Last Chance Gulch, Ste K, Helena, MT 59601
>[EMAIL PROTECTED]
>----------------------------------------------
>
>
>-----Original Message-----
>From: Anna Clarke [mailto:[EMAIL PROTECTED]]
>Sent: Friday, June 15, 2001 1:31 PM
>To: TechRocks Support
>Subject: [support] reporting for newsletter acknowledgements
>
>
>Before I get into this silly question of mine, I would like to pause for a
>moment to say how grateful I am for ebase. It is lovely. Having worked
>with proprietary databases developed for other industries, the elegance of
>ebase makes me smile. So to whoever is responsible for this improvement to
>the quality of my working life, thank you.
>And here is my question, I suspect it has been answered before. I need to
>produce a list of all our contributors, from the 1st of January, that is all
>the members that renewed and all the donors who donated since then.
>Preferably the output would break down by membership gift and donor gift.
>What is the best way to do this? I don't quite see it on the query screen,
>even when I squint.
>
>Anna Clarke
>Director of Development
>San Francisco Bay Bird Observatory
>www.sfbbo.org
>(408) 946-6548
>
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