Donor Summary by Fund Report
- 27 Dec 2024
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Donor Summary by Fund Report
- Updated on 27 Dec 2024
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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
1. 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
2. Enter the Date Range that you want to include in the report.
3. 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.
4. Click OK.
5. Verify the Send To destination, and then click the Run Report button.
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