1. Click Reports
  2. Click Manage Reports
  3. Select a category that you want to store this report in
  4. Select New Report under the Task Menu
  5. Name the report
  6. Select Commonly Used Fields from the available fields and click on Account Name, Date, Fund, and Received
  7. Under the Group Results heading, select Fund from the Group By drop down menu
From here, we’re prompted with a second drop down menu that offers three options-
  • Hide Group Totals- if we select this option, we will not receive a total for each of the groups, but the results will display a total Received amount at the top of the report
Hide Group Totals
  • Show Group Totals- if we select this option, we will receive a total for each of the groups in addition to the total Received amount for the entire report
Show Group Totals
  • Collapse Groups- if we select this option, the group will be collapsed so we will see a summary of the results, rather than the individual journal entries. For these situations, it is best to use an Aggregate value, as well; see What is the function of an Aggregate?
Collapse Groups