So we just recently started working in RE - our conversion and such just ended and we are still a little blind here.  My current dilemma is creating a monthly report to send to our finance department (they do not have RE).

I need a report (I have the query to link to it finished) that will show the following information:

Donor Name  /  Gift Date  /  Gift Amount  / Campaign  /  Appeal  /  Fund  (not necessarily in this order)

I was using the "Gift Detail and Summary Report" but it doesn't have Gift Amount as an option for the report!

Any advice would be immensely appreciated!!!!

  - Tricia 

Tricia,  I think you chose the well.  The gift detail & summary report should provide the info you are looking for.  The "cash" column reflects the 'gift amount' for the gift types you choose on the gift types tab. 

If you are looking for only cash received, choose options of cash, pay-cash, MG-pay-cash, & recurring pay-cash (or others if needed). Do not include pledges if you want only cash.

The cash receipts journal is another option for reporting on $ receivedbut it does not show all you said you needed.  Only lists fund as that is the primary determiner for where $ goes in accounting.

 thanks so much for the reply!  i (accidentally) figured out that the "column 1" was the cash donation...  had it been labeled cash, i would have caught on a bit sooner....

 really appreciate the extra advice - this is hard to get used to but once the groove is found it definitely flows better.

thanks again!

  - tricia