5
Giving Summary - Specific Period
Released
A
alan.mackenzieMar 22, 2023
I should be able to pull a giving summary for a specific period like Last Financial Year.
Comments
I should be able to pull a giving summary for a specific period like Last Financial Year.
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.