- 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)
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