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Monthly Total by Fund

Last post 08-25-2004 2:10 PM by Ann McCallum. 3 replies.
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  • 08-25-2004 11:34 AM

    Monthly Total by Fund

    Has anyone tried to create a report that only shows the monthly gift totals fund? In other words, I would like a cross-tab report with the funds on the left, the months on the top with the total giving for each fund showing under the corresponding month. I can get it to group by month, but I do not want to see each gift, just that month's total. Janine Rauscher Development Associate Tuberous Sclerosis Alliance [Email Removed] www.tsalliance.org
  • 08-25-2004 11:40 AM In reply to

    • Margaret Whitaker
    • Top 75 Contributor
    • Posts 99
    • Organization: Novant Health
    • Products:  The Raiser's Edge, The Researcher's Edge

    Monthly Total by Fund

    if you hide the details area that corresponds to each date or donor (and you have groups set up already), you can get a summary for each month. Hope this is helpful. Margaret Margaret Whitaker Presbyterian Hospital Foundation
    Margaret Whitaker
    Donor & Financial Services Coordinator
    Presbyterian Hospital Foundation
  • 08-25-2004 11:56 AM In reply to

    Monthly Total by Fund

    I use the Pivot Report for this purpose, With Funds on the left hand side and dates along the top which you can change to show day, week, month, or quarter.

    Paul Sapiano
    San Diego/Imperial Counties Red Cross
    Filed under:
  • 08-25-2004 2:10 PM In reply to

    Monthly Total by Fund

    I have this exact report in Crystal. If you would like to email me at [Email Removed] I will send it to you. Or if you prefer you can call me and I will walk you through it. It is very easy. Cheers, Ann
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