How are other folks using the list or reporting tools in order to prepare 990 reports annually?
I’m trying to create a list of households or businesses that gave $X+ across a specific revenue stream and date range (our fiscal year). This is important for our tax filings but also for major donor identification, board reports, and campaign planning.
The fact that EveryAction's Create a List can't filter by Revenue Stream, and the reporting tools don't easily support "show me households that gave $X+ across specific revenue streams in a date range" means you're stuck with manual workarounds for a fundamental fundraising task.
Anyone else come up with an easy solution?
