In the steps below, we will focus on the Funds field so that the report will list the most recent transaction (date and amount) for each Fund in the database. If you'd like to focus on Campaigns or Approaches instead, substitute either field in the steps wherever you see a reference to Funds:

A. First we query on all donations with a Fund selected:
  1. Click Queries in the menu
  2. Click Manage Queries
  3. Click on a category to store the query under (ex: Base)
  4. Click New Query under Tasks
  5. Give the query a name “All donations with Fund selected”
  6. Set the Starting Query to Base>All Constituents
  7. Set the Data Return Type to Journal Entries
  8. Select Commonly Used Fields in the Browse Fields section and click on Funds
  9. Check off ‘Field has any value’
  10. Select Commonly Used Fields in the Browse Fields section and click on Individual Transaction Received
  11. Fill in Greater Than or Equal To 1
  12. Click Save And Run Report

B. Now for the report:
  1. Click Report in the menu
  2. Click Manage Reports
  3. Click on a category to store the report under (Ex: System)
  4. Click New Report under Tasks
  5. Give the report a name
  6. In the Browse Fields section select Commonly Used Fields and click on Fund, Date and Received
  7. Click the expand icon next to the Date and Received field. Set the Aggregate drop down for each of these fields to Last.
  8. In the Group Results section, select Group By Fund
  9. In the second drop down menu, select Collapse Groups
  10. Click Save And Run
  11. Select your query at the top of the page to “All donations with Fund selected”, the query we created in Step A
  12. Set your Report Format to Display Results on Screen
  13. Click Submit