We want to report to our Board the value of new gifts received and/or identified this fiscal year (only). We are trying to update the Fund Detail and Summary Report we have used for years. In Fall 2008, we added PG Tracker, so can now keep track of initial planned gift amount, cash received toward that...

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...