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The alumni finder provides an overview of donors and their giving. Base reports provide more detailed information.

Constituent Search Using Constituent Code

Use this report to return a simple list of all constituents of the type(s) you select, their email, address and total giving.

Info

This report shows all constituents, even those that haven’t donated but includes a column with total giving. You can export this report to a spreadsheet and filter to only those with donations.

  1. Go to Faculty/Staff > Base Reports > Alumni Development > Giving by Date Range.

  2. Select a Start of Giving Date Range and an End of Giving Date Range. The report sums all giving for each constituent during these dates. Even donors who haven’t given during this range will appear in the report.

  3. In Select Constituent Code(s) choose which types of constituents you want to see. You set these types as part of your business practices but they may include options such as alumni, nonprofit agency, corporations, partners, government, etc.

  4. Click View Report.

Detailed gift information

You can use Use this report to find all gifts and detailed information including their appeal code and fund. Options on the report let you narrow gifts by fund, appeal code, constituent type, gift purpose, campaign, project expense code and more.

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