The Gift Status report in Loop & Tie's Salesforce App summarizes the status of all gifts sent within a selected time period, including count by stage, recipient name, sender name, and created date. It is one of several templated reports that ship with the app and can be copied and customized for your company's needs.
To access this report, visit the Loop & Tie reports folder in the All Reports tab under Reports, and click on the Gift Status template.
Metrics and filterable columns in this report include:
- Count of gifts in each stage
- Recipient Name
- Sender Name
- Created Date
The fields used in this report are all standard to the Gift object.
By default, the filters in the Gift Status report are set to:
- Gifts = All Gifts
- Created Date = This Month
You can use this report as a template to create the reports specific to your company’s needs. To do so, copy the template, add or remove fields, and adjust filters as needed.