Marilynf
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Activity overview
Latest activity by Marilynf-
Marilynf commented,
100% agree. At least I'm glad to know I'm not missing something! Happy Friday, Pamela Giles, and thanks for helping me figure out there's no solution to my problem with this report!
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Marilynf commented,
Pamela Giles, I think we are talking about two different reports. The one-click report I'm referring to seems to be a canned report that doesn't provide any way to make changes or edits to the indi...
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Marilynf commented,
I can't for the one-click fundraising report - it only offers the option of multiple years to include as a drop-down. For manually generated report, yes, I can enter pick between, but I was hoping ...
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Marilynf commented,
I am specifically referring to the one-click fundraising report.
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Marilynf created a post,
Fundraising reports by Fiscal instead of Calendar Year
I like the predeveloped reports that Keela can produce regarding your fundraising outcomes but it only includes Calendar Year metrics and I can't seem to find a way to alter it to our Fiscal Year (...
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Marilynf commented,
Baby steps I guess. I did request changes on the Ideas Portal. Once it gets posted, it would be great if you could vote on it and add your comments. Maybe that will help. I'll have to consider how ...
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Marilynf commented,
You're right that there isn't always an easy answer. With donations received through another charity, the True Donor is that charity. Yes, the charity received the funds through another donor (the...
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Marilynf commented,
@PamelaGiles - Thank you, Pamela. You've helped me identify that our grant revenues have not been entered properly and set my path for having this corrected. I very much appreciate your help!
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Marilynf created a post,
Handling split /soft credits/multiple purpose gifts from 3rd party agency gifts (eg: Benevity)
Hi everyone, I'm in Canada and our best practice for recording donations is to enter the contribution in the amount and from the "entity who provided the cash." In the case of 3rd party entities, h...
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Marilynf created a post,
Transactions and Grant funding received within a specific timeline
Does anyone know if there is a way to get a report and/or dashboard that includes all transactions and funding from grants received in a specific period? I am new to Keela, and I can't seem to fin...