- Click Reports
- Click Manage Reports
- Select the category where you'd like to store the report
- Select New Report under the Task Menu
- Name the report
- In the Group By drop down menu, select your preference for how you'd like to group the results
- Below the heading that asks "Collapse Upgrades/Segments?" select "No- treat each segment as a separate transaction"
- Select the report columns you'd like to include
- Arrange the columns into order by clicking on the middle of the field column and dragging up or down
- Click Save and Run under the Task Menu
- Under Query select your category in the top box and your query in the bottom box
- At the bottom of the page select a Delivery Option and then click Submit
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