I am looking to create the report 'What is the relationship between people giving one-off donations and becoming recurring donors?'. My charity does not have npsp, donations (recurring and one-off) are entered through a custom 'Income' object. Has anyone done this and can help? Thanks
5 answers
If you use rollups, you might want to consider adding a date rollup. Date of first one-off donation and Date of first recurring donation. This way you can see which came first.
