How to create a report that gives Gift Totals by Fund per year

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

Open the Fund module
Click the View Settings button (orange button to the left of the data grid)
In the Views tab, click Add
Enter a name and description (optional)
Click OK
Click the Tables tab
Scroll through the list to locate the row with Key Table: fund; Tables: fund,fund-distributions,profile,fundsummaryhistory
Click the Columns tab
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.)
Use the Move Up and Move Down buttons to sort the column order
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
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)
Click Save
Click Generate View
Confirm that the data grid displays the desired data and make changes as needed
To export the data grid as a report, click the Process Selections button (looks like a gear cog)
Select the Report radio button
Click OK
To sort the report data, click the Sorting tab and add a sort field (e.g., Fund ID and/or Year)
Click Run Report

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