We are delving into peer to peer fundraising. Currently we give a hard credit to the donor (P2) and a soft credit to the person they are donating through(P1). I want to create a report that shows me all the donors(P2) grouped by the person they donated through(P1). Something like
CHRIS RICHMAN
Treacy Henry
Brooke Reeder
Peanut Richman
Along with donation amounts and totals.
Does anyone have any experience building this type of report or recommendations?
@Christine Richman I know tools like ours focus on Campaign hierarchies that allow you to track both individual P2P fundraising pages as well as team fundraising, associating the Opportunity records to the Campaigns at the appropriate level. With that, you could run a report on Opportunities by Campaign(s).
