Marilynf
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Recent activity by Marilynf-
Grant Reports - Pending applications
I need to run a report that shows all Pending grant applications with the name of Grantor, date submitted, Impact Area and amount of the request. I can't seem to come up with a report that I can do...
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Campaign Donor Accumulated transactions amount reports
Hi Keela Community, Does anyone know a way to get a report that includes an accumulated total of all transactions per contributor for a specific campaign? I can't seem to figure it out within the d...
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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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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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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...