Donor Summary by Fund Report

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You are here: FIMS Other Features > Reports > Donor and Gift Reports > Donor Summary by Fund Report

This report provides a list of Donors and summary totals for each Donor, sorted by Fund.

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

Donor Summary by Fund Report

Donor Summary by Fund Report Fields

Field	Description
ID Code	The Donor’s ID code.
Donor	The Donor’s report name.
Ind / Org	Indicates whether the Donor has an individual or an organizational Profile record.
Pledges	The total amount in Pledges that the Donor has made to the Fund.
Pledge Payments	The total amount in paid Pledges that the Donor has made to the Fund.
Gifts	The total amount in posted Gifts that the Donor has made to the Fund
Unposted Pledges	The total amount in unposted Pledges that the Donor has made to the Fund.
Unposted Pledge Payments	The total amount in unposted Pledge payments that the Donor has made to the Fund.
Unposted Gifts	The total amount in unposted Gifts that the Donor has made to the Fund.
Promises	The total amount in Promises that the Donor has made to the Fund.

Running the Donor Summary by Fund Report

In the Donor and Gift Management module, select Reports > Donor Reports > Donor Summary by Fund. The Donor Summary By Fund criteria window opens.

Donor Summary Selection Criteria Window
Enter the Date Range that you want to include in the report.
If you only want to see summary information for specific Funds, enter the desired Fund Range.

NOTE: You may enter the same Fund in both of these fields if you only want to see results for a single Fund.

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