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    All Gifts Report
    • 17 May 2023
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    Contents

    All Gifts Report

    • Updated on 17 May 2023
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    Article summary

     

    You are here: FIMS Other Features > Reports > Donor and Gift Reports > All Gifts Report

    All Gifts Report

    This report lists all posted and / or unposted Gifts with a grand total that reflects both types of Gifts. The Gifts are always listed per Fund. For example, if a single Gift entry was distributed between the endowment of Fund A, the endowment of Fund B, and the available of Fund B, the report would include two lines: one for the distribution to Fund A and one for the total distribution to Fund B.

    You can optionally include subtotal lines in this report based on your Sorting criteria (for example, you could sort and subtotal the report based on the Donor).

    NOTE: Subtotal the report by Gift Number if you want to see the total Gift Amount for each Gift.

    NOTE: You can access this report from anywhere in FIMS by selecting Reports > Gifts > All Gifts Report.

    All Gifts Report

     All Gifts Fields

    Field

    Description

    Gift #

    The sequential number assigned to each Gift in FIMS.

    Donor

    The report name of the Donor who gave the Gift.

    Gift Amount

    The total amount of the Gift.

    Ind

    An indicator of the type of gift:

    M = Multi-Fund

    S = Source Gift

    R = Reversal

    Non-Gift Amount

    Any non-Gift payment made along with the Gift (for example if part of a Gift payment also includes the price of a Fund-raising dinner).

    Gift Date

    The date when the organization took ownership of the Gift.

    Fund

    The name of the Fund that the Gift was applied to.

    Posted

    The date when the Gift was posted.

    If the Gift has not yet been posted, this field will be blank.

     Running the All Gifts Report

    1. In the Donor and Gift Management module, select Reports > All Gifts Report. The Report Selection window opens.

    NOTE: Before the Report Selection window opens, a FIMS Help window opens to explain the process for this report. Be sure to read the help information carefully before running the report.

    Report Selection Window

    1. Enter the range of Gift Dates that you want to include on the report. Only Gifts that have a Gift Date within this range will be included.
    2. (Optional) If you want to limit your report results to a specific Donor or range of Donors, enter the range of Donor ID codes. If you only want to include Gifts from a single Donor, enter the same ID code in both of these fields.
    3. (Optional) If you want to limit your report results to a specific Fund or range of Funds, enter the range of Fund ID codes. If you only want to include Gifts to a single Fund, enter the same ID code in both of these fields.
    4. Click OK.
    5. Configure the desired Selection and Sorting criteria as you would for any standard FIMS report and then click the Run Report button.
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