Gift History by Group Report
  • 17 May 2023
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Gift History by Group Report

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Article summary

 

You are here: FIMS Other Features > Reports > Donor and Gift Reports > Gift History by Group Report

Gift History by Group Report

The Gift History by Group report allows you to view Gift History for groups of Donors (for example, you can see the Gifts that a family made as a whole, along with any Gifts that the family members may have made as individuals).

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

Example: Gift History by Group Report

 

Gift History by Group Report Fields

Field

Description

ID Code

The Profile ID code of the main Donor in the group.

Annual Report Name

The Annual Report name of the main Donor in the group.

Address

The mailing address of the main Donor in the group.

Phone

The phone number of the main Donor in the group.

Group Level Gifts

The Gifts that were given by the main Donor in the group.

Member Gifts

The Gifts that were given by each member Donor in the group (for example, Staff Members or Family Members).

ID Code

The Profile ID code of each Donor in the group.

Name

The sort name of each Donor in the group.

Gift Num

The Gift Number associated with the Gift.

Gift Date

The Gift Date.

Gift Amount

The Gift Amount.

Fund ID

The Fund ID code of the Fund that received the Gift.

Fund ASN

The sort name of the Fund that received the Gift.


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