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Red Arc Features and Feedback Board
R
Red Arc Features and Feedback Board
5
Giving Summary - Specific Period
Released
A
alan.mackenzie
Mar 22, 2023

I should be able to pull a giving summary for a specific period like Last Financial Year.

Comments
R
Ryan Cooper
Aug 15, 2025
Set the status to
Released
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R
Ryan Cooper
Aug 15, 2025

Hello!

This is currently available.

You simply need to adjust the time frame of your Raiser's Edge NXT Gift List.

If you provide a time frame like last calendar year or a custom time frame for your fiscal year, only the gifts from that time frame will be included in the Gift List.

Simply provide this Gift List to Letter Box in a Bulk Letter run with your Giving Summary Template and watch as hundreds (or thousands) of gifts are created in a matter of minutes!

If you are having issues, please email support@redarc.systems for further assistance.

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