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    Donor Summary Giving by Fund Report
    • 17 May 2023
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    Contents

    Donor Summary Giving by Fund Report

    • Updated on 17 May 2023
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    Article summary

     

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

    Donor Summary Giving by Fund Report

    This report provides a list of Donors with their complete address and the total Gift Amount they have given, sorted by Fund.

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

    Donor Summary Giving by Fund Report

    Donor Summary Giving by Fund Report Fields

    Field

    Description

    ID Code

    The Donor’s ID code.

    Donor

    The Donor’s report name.

    Address 1 / 2

    The Donor’s mailing address.

    City / St / Zip

    The Donor’s city, state, and zip code.

    Gifts

    The total Gift Amount that the Donor has given to the Fund.

    Running the Donor Summary Giving by Fund Report

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

      Donor Summary Giving 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.

    1. Click OK.
    2. Verify the Send To destination, and then click the Run Report button.

     

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