1. Click the Queries button on the menu bar
2. Click Manage Queries
3. Select a category that you want to store this query in (Ex: Base)
4. Click New Query under the Tasks menu
5. Name the query "All 2017 Donations"
6. Set the Starting Query to Base: All Constituents - A
7. Set the Data Return Type to Journal Entries
8. Select Match Each Criteria under the Criteria Matching field
9. Select Commonly Used Fields from the Browse Fields drop down menu and click on Journal Entry Date
10.Fill in 1/1/2017-12/31/2017

11. Select Commonly Used Field from the Browse Fields drop down menu and click on Fund, select your fund name
Go to the task bar, click save and run report
  1. Select a category for the report to be stored in
  2. Click new report
  3. Fill in a name and description
  4. Scroll down to report columns Account Name, Fund and Received and any other column you want to see
  5. Scroll back up to “Group by” and select Fund
  6. Click save and run under the task bar on the left
  7. Select the Query Category and Query that you just created
  8. Submit the report