Note: As of July 9, 2018, Blackbaud's School Management solutions (which include Core, onBoard, onCampus, onMessage, and onRecord) are utilizing a new top level navigation. This primarily affects users performing administrative tasks-constituent navigation for most parents, students, faculty, and alumni will remain the same. We appreciate your patience as we work to update our documentation. If you are seeing this message, the content of this solution is still being vetted for possible updates. Please refer to this mapping document if you need assistance finding a task in the new navigation.
I need to create a list of Gifts, for a specific Form and display the Amounts.
To create this list navigate to:
Navigate to Lists > Manage Lists
Click the Manage basic and advanced lists block under List Actions
Click the List Templates tab
In the dropdown select Category Giving
Next to Gifts Made in the last 12 months click View/Copy
Select the Filters Tab
In Global Filters select the + to add a Global Filter
In the Field dropdown select Giving Category.Category Description is "Title of the Form"
If you would like you can add another Filter for Giving base.Total Gift is greater than or equal to $XXX.XX so you can filter things above a certain amount.