Add "Last Gift Date" to Fund/Gift Query

Is there any way that we can get the First/Last Gift Date features added to Query and Export for Fund-based searches?

It's helpful of course to have that available for Constituents to search for LYBUNT/SYBUNT, but it would be equally valuable to be able to have a quick and simple search for Funds as well.

There is a Knowledgebase page that shows how to get this type of output using a longer process, but you still have to go through all of the results (which can be in the thousands for a larger organization with hundreds of funds) to filter out manually.

It would be fantastic to be able to quickly generate an Export list that includes all the Summary Information available in Query. I'm not sure why it is that Export has only very Field options available when doing a Fund export.

Thanks!

  • Guest
  • Mar 13 2015
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  • Ian Ostmeyer commented
    December 09, 2020 15:44

    Fantastic idea! I'm surprised this isn't implemented yet!

  • Guest commented
    June 20, 2016 13:40

    Oddly, you CAN pull last gift amount, but not date.

  • Annie Clausen commented
    March 18, 2016 00:55

    Hi Richard,
    Any chance you could post a link to the Knowledgebase page you mention in this post?
    Thanks!