I'd like to pull a report or list of TeamRaiser donors and donations for one specific TeamRaiser participant - how can I do that?
To pull a list of donor and donations for a single, specific TeamRaiser participant: 1.) Go to Data Management > Reports 2.) Go to the Report Writer Tab 3.) Click the Create a New Report button 4.) On Report Selection, select TeamRaiser 5.) On the Available Reports, select Gift Details 6.) Click Next 7.) On Select Columns, mark the information you'd like to include 8.) Click Next 9.) On Order and Rename Columns, adjust the order or rename the columns if you'd like 10.) Click Next 11.) On Select Sort Order, adjust the sort order if you'd like 12.) Click Next 13.) On Configure Filters, click Edit next to Event is any of the following 14.) Click more... 15.) Select your event or events you'd like to report on 16.) Click Apply 17.) Uncheck Edit at Run Time 18.) Click Save this filter 19.) Click Create a Filter 20.) From the first dropdown menu select Participant Biological Information 21.) From the second dropdown menu select Participant Constituent ID 22.) From the third dropdown menu select Is 23.) In the field, put in the participant's Constituent ID (found on the profile tab of their Constituent360 profile) 24.) Click the Save this Filter button 25.) Click Next 26.) Type a label in Report Label 27.) Click Next 28.) Click the Run Report button 29.) Click Next 30.) Click Next 31.) Click Next 32.) Click the Run Report button 33.) Click the Save button to download the report results to either a csv, pdf, or html file