I am trying to run a report of donors who recently gave. We would like the report to show all members of the household, not just the primary household contact, as the donation may have been directly from one of them, but intended by the entire household.
Is there a way to do this? Thank you! :D
답변 2개
Tori - if you don't need data about the actual gift, then I would run a report of Households with Members, and filter the report on the Household Last Gift Date field. Are you using the NPSP functionality to create Contact Roles for all Household Members on gifts? If that's the case, then you can report on Donations/Opportunities with Contact Roles. Also - Tori, if you're using the Nonprofit Starter Pack, you're likelier to get good detailed help in the NPSP Chatter group in the Foundation's Power of Us Hub (http://powerofus.salesforcefoundation.org/).
@SteveMo, currently, in the NPSP, Households are a separate object, and not renamed accounts. There are some commercial nonprofit-oriented packages that use Accounts as Households.
