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    How to create a report that gives Gift Totals by Fund per year
    • 17 Jan 2023
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    How to create a report that gives Gift Totals by Fund per year

    • Updated on 17 Jan 2023
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    Article Summary

    This can be accomplished by creating a new data grid view, which can then be exported as a report.

    Answer:

    1. Open the Fund module
    2. Click the View Settings button (orange button to the left of the data grid)
    3. In the Views tab, click Add
    4. Enter a name and description (optional)
    5. Click OK
    6. Click the Tables tab
    7. Scroll through the list to locate the row with Key Table: fund; Tables: fund,fund-distributions,profile,fundsummaryhistory
    8. Click the Columns tab
    9. Use the drop down menu to locate and select the desired columns for the report (e.g., Fund ID, Fund Name, Year, Num of Gifts, Total Gifts, etc.)
    10. Use the Move Up and Move Down buttons to sort the column order
    11. If you need to filter the data that will show in the data grid (selected years, funds, gift totals greater than or less than an amount, etc.) click the Selections tab
    12. Use the drop-down menu to locate and select the fields to filter by (e.g., if you don't want to see data for funds/years with no gift amount, select FundSummaryHistory from the drop down, add the Total Gifts field, set the From amount to .01 and the Through amount to 999999999999)
    13. Click Save
    14. Click Generate View
    15. Confirm that the data grid displays the desired data and make changes as needed
    16. To export the data grid as a report, click the Process Selections button (looks like a gear cog)
    17. Select the Report radio button
    18. Click OK
    19. To sort the report data, click the Sorting tab and add a sort field (e.g., Fund ID and/or Year)
    20. Click Run Report
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