For this example, we will build a report to pull in all donations made by donors in each state in 2018, showing both the total amount donors gave per state as well as the number of transactions per state.
A. First we query on all donations in the database for 2018:
- Click Queries
- Click Manage Queries
- Select a category that you want to store this query in
- Click New Query under Tasks
- Name the query
- Set the Starting Query to Base/All Constituents
- Under Results, set the Data Return Type to Journal Entries
- Under Criteria Options mark Match each criteria
- Under Browse Fields select Commonly Used Fields from the drop down menu and click on Journal Entry Date
- Fill in 1/1/2018 - 12/31/2018
- Under Browse Fields select Commonly Used Fields from the drop down menu and click on Individual Transaction Received
- Fill in Greater Than or Equal To .01
- Click Save and Preview
B. Now for the report:
- Click Reports
- Click Manage Reports
- Click a category that you want to store this report in (ex: system)
- Click New Report under the Tasks menu
- Name the report
- Under Browse Fields, select Commonly Used Fields in the drop down menu and click on State/Province, Date and Received
- Click the three dots next to the Date field and select Count as your Aggregate
- Highlight the word Date and rename this field # of Transactions
- Under Group Results, select to Group Report by State/Province and Collapse Groups
- Click Save and Run under the Task Menu
- Under Query select your category in the top box and your query in the bottom box
- Choose a Delivery Option at the bottom of the page and then click Submit
This report will show you the name of each State, the number of transactions given to that State in 2018 (the Date field with aggregate) and then the total Received that donors gave.