• Click Records, Funds
    • Open the appropriate fund
    • Select View, Summary, Fund Summary from the menu bar




      • Received - All regular Cash Gifts (does not include pledge payments), Gift in Kind, Other, and Stock

      • Pledged - the total amount pledged (and recurring gifts, if included)
      • Paid - All pay-cash gifts

      • Written Off - all write-offs

      • Balance - all remaining balances on outstanding pledges to the fund (and recurring gifts if included - these are not included by default but can be)


        Note: Write-offs are subtracted from this amount so the true balance is reflected)


      • Total Committed - This includes cash, pay-cash, Gift in Kind, Other, Stock,  and the remaining balance on any outstanding pledges (basically, this column is the sum of the Received, Paid, and Balance column of the report).

      • No. of gifts - All gifts mentioned above (write-offs are not included)