Nonprofit News by Soft Trac

If you hold down the shift key while right clicking on a folder, you can choose “copy as path” to get the path name of the file’s location to paste wherever you’d like. This is very useful when trying to get the “real” location of data files, etc.

Ever wonder why things are “missing” in an export file created from a Sage Fundraising 50 report? Take, for example, a donor profile report that references a series of donations in the onscreen view. When you export that information to a format like Excel, suddenly the donation information is “missing”.
It’s actually not MISSING, it’s just left out of the export file by design. Of course, knowing what would and wouldn’t be in the report in advance might have helped, right? You can find out in advance what will be in the export file by going to help>product guides>reports guide>[appropriate report category]>[appropriate report name] and checking the section where it says “Export File” in Sage Fundraising 50.
If you find that the export information isn’t going to include everything you need, then try a custom constituent or financial export file. Remember, the constituent file will show one record for every constituent meeting the criteria, while the financial report will show a record each time the criteria are met, which can mean multiple listings for each constituent.
Happy reporting.