Custom Report Request

The following survey provides our Support Team with information to create your report. Submission of this form will initiate a case with our team, after which we will be reach out to confirm your project details.

You may need to collaborate with others in your organization to finish completely, so we recommend reviewing the whole survey before beginning to fill it out.

Organization Information

Organization Name

Project Contact Name

Project Contact Email Address

For paid projects, we will send a billing agreement to be signed electronically prior to initiating your project. Are you the authorized Billing Contact for this agreement?

YesNo

Project Billing Contact (Full Name)

If you (the requestor) are also the billing contact, leave this field blank.

Project Billing Contact Email Address

If you (the requestor) are also the billing contact, leave this field blank.

Provide your project details below:

First, we need some basic information about what you'd like to get out of this report. Don't worry about the question of "how" this will be built - instead, give us an overview of your primary goal(s) for this report. What do you plan to do with the results?

For example: "I need to email all lapsed donors that haven't donated in the last year, but that purchased tickets in the last three months."

Be sure to offer specifics - are you sending a physical mailing or an email to these patrons? If you want to see lapsed donors, what timeframe qualifies someone as a lapsed donor in this scenario?

What's your primary goal for this report?

Are there specific fields that you need to see in this report? If so, please list them on separate lines below:

What is your deadline for this report?

Anything to add?

Submission of this form will create a case with our Support Team. We will reach out to you with a DocuSign agreement summarizing your project which will need to be signed before any work is completed.

Any additional comments or questions for the PatronManager Support Team?