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Parent Giving by Grad Year/Grade Level

  • 1.  Parent Giving by Grad Year/Grade Level

    Posted 29 days ago
    For those of you who use RE, is there a relatively painless way to report on parent giving by grade level/class year and spit it out into excel? Because we want to share with external volunteers where each class year is, the canned Parent Class Analysis is not ideal. Thanks!

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    Danielle Jackson
    Associate Director of Advancement Systems
    Connelly School of the Holy Child
    p.danielle.jackson@gmail.com
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  • 2.  RE: Parent Giving by Grad Year/Grade Level

    Posted 27 days ago
    There are many ways to do this. l used to have a Crystal report for this purpose. It worked very well but now I use MS Access to create various weekly reports all at once. It doesn't matter what you use to manipulate the data, but setting up your export in RE is important. If you go the Crystal route I suggest exporting to MS access with the option to export one-to-many records in separate tables. Reach out if you would like more details.

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    Kate Sklodowska
    Information Systems Manager
    Collegiate School
    ksklodowska@collegiateschool.org
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