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Pull donor data without exporting CSV
in progress
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Matt Connelly
in progress
A
Adrienne McCue
Might be time for a Give Lively CRM Dashboard! Sorry, I just pitched this! :-)
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Stacey Rago
I'll export a csv if I need everything, but I'd like to peek at donation amount, donor name, donation date, and whether it's an honor/memorial gift (+ name of honoree) without doing an export. Thanks for asking!
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Julia Dunn
Salutation, Donor First name, Last name, Donation Frequency, Donation date, (if recurring) Date Recurring Donation created, Amount, Anonymous? (1/0 or yes/no), Honor/Tribute? (1/0 or yes/no), Name of Honoree, Campaign Name, Address Line 1, Address Line 2, Mailing City, Mailing State, Mailing Country, Mailing Zip, email, phone, add to newsletter? (I don't know if this exists or not).
I frequently make the mailing lists for our postal campaigns and these are the standard fields that are required for that. Because of that, we need our donation system to provide the same fields so that we can pull those lists.
Matt Connelly
Hi everyone! We're looking into designing this interface and hoping to get some feedback.
We were wondering what you would consider critical identifying information on a transaction that could be default columns in a table view. Some examples that come to mind are donation amount, donor name, donation date, frequency, etc. Curious if anyone could share their 8-10 top identifiers.
We would still ensure the CSV that you can export has expanded data as it does today (which we're also bolstering), but really hoping to hear the most important information for you at a glance. Thanks so much for your time!
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Adrienne McCue
Matt Connelly: Would like to have. donation amount, donor name, donation date, email, one time or recurring, address (If available) and what campaign.
Mushtaq Mohammed
Matt Connelly: Donor First name, Last name, Donor Frequency, date, Amount, Page name. Thanks for reviewing this request
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Kimi Matsumura
Matt Connelly: First name, Last name, Date, Amount, which campaign, email, address, frequency. Thank you!
Sheryl Johnson
Matt Connelly: At a glance, probably just need name, amount, date, campaign, frequency. If there was a way to show if this is their first ever donation (maybe by a "contact creation date" or "first donation date" field to compare donation date to), that would be awesome.
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Mirella Fiorella
Please make this happen!!
Matt Connelly
Merged in a post:
Ability to see all donations across campaigns and events
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Ann Kaatz LoBue
I would like to see all donations received listed and be able to sort/filter by donor, date, campaign, and event. Pulling multiple .csv files for each event and campaign to reconcile to Stripe & PayPal monthly is cumbersome.
Matt Connelly
planned
Nicole Alter
You have the ability to download all historical donor campaigns, core profile, and events into one csv file directly from the dashboard.
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Kimi Matsumura
Nicole Alter: Yes, but it would much easier to not have to download it everytime - if it just automatically showed up on your dashboard.
Nicole Alter
Kimi Matsumura: Ah, I see. I believe you are asking for this https://givelively.canny.io/nonprofit-admin-portal/p/pull-donor-data-without-exporting-csv. Feel free to give this post a bump and add a comment:
Eileen Lynch
Please make this happen!!
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