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Retrieve Tagged Contributors

Posted: Fri Jul 20, 2012 4:27 pm
by dadcowell
I'm looking for a report that will filter those who donated for a specific purpose. One of our missionaries has a number of supporters who wish to donate specifically to his mission. Currently, all those donations are categorized as "missions" and lumped in PC with all other missions and mission donations. I have tagged the donators with a tag since those donators do not contribute to our church for any reason other than this missionary's mission.

So, I'm looking for a report to isolate the donator's name, address, amount donated, date of donation, etc but only for those specfic missionary's donations. Thanks in advance for any help.

Bill

Re: Retrieve Tagged Contributors

Posted: Fri Jul 20, 2012 9:51 pm
by NeilZ
dadcowell wrote:I'm looking for a report that will filter those who donated for a specific purpose. One of our missionaries has a number of supporters who wish to donate specifically to his mission. Currently, all those donations are categorized as "missions" and lumped in PC with all other missions and mission donations. I have tagged the donators with a tag since those donators do not contribute to our church for any reason other than this missionary's mission.

So, I'm looking for a report to isolate the donator's name, address, amount donated, date of donation, etc but only for those specfic missionary's donations. Thanks in advance for any help.

Bill
What version of PCPlus are you using? In version 11 (don't remember if you can do this in 10), but you can setup designations for contributions, and tag the contributors when the donations are entered. Then you can use a standard report to get the list

Re: Retrieve Tagged Contributors

Posted: Sat Jul 21, 2012 10:17 pm
by dadcowell
NeilZ wrote:
dadcowell wrote:I'm looking for a report that will filter those who donated for a specific purpose. One of our missionaries has a number of supporters who wish to donate specifically to his mission. Currently, all those donations are categorized as "missions" and lumped in PC with all other missions and mission donations. I have tagged the donators with a tag since those donators do not contribute to our church for any reason other than this missionary's mission.

So, I'm looking for a report to isolate the donator's name, address, amount donated, date of donation, etc but only for those specfic missionary's donations. Thanks in advance for any help.

Bill
What version of PCPlus are you using? In version 11 (don't remember if you can do this in 10), but you can setup designations for contributions, and tag the contributors when the donations are entered. Then you can use a standard report to get the list
NeilZ

Thanks for your response.

I use 11.5. I set up a designation entitled "John Smith Support" under my Missions Fund as you suggested. I think it will do just what I want, since it seems like I can now prepare a report that segregates just those donations that are designated from his supporters.

Thanks again for a quick and very helpful guide.

Bill