In some cases may be necessary to remove constituents who have either given anonymous gifts or are marked on their Bio1 tab as 'Gives anonymously'. Report configurations do not allow for these individuals to be excluded. Because anonymous giving can be applied at the constituent and/or at the gift level, the approach to exclude these constituents is two-pronged.
To exclude constituents who have given anonymous gifts or are marked as 'Gives anonymously', configure User Options to exclude anonymous gifts as well as create a query to be used within reports that excludes all anonymous givers:
To configure User Options to exclude anonymous gifts from reports: 1. Within The Raiser's Edge, navigate to Tools > User Options 2. Click the Reports tab and select Gift preferences 3. Unmark the 'Include anonymous gifts' checkbox 4. Click Apply then OK
To create a query that excludes anonymous givers to use within Reports: 1. Within The Raiser's Edge, navigate to Query > New Query 2. For Query type, select Constituent and for Query format, Dynamic 3. Click OK 4. Expand Constituent Information and double-click Anonymous? 5. Leave Operator as equals and select No for Value 6. Click OK 7. Save the query
When running Reports, include the saved query to exclude constituents that are marked on their Bio1 tab as 'Gives anonymously'. This in combination with the User Options configuration will prevent anonymous givers from showing in reports.