Before running any report if you wish to report on specific constituency codes, the desired ones must be specified in one of the following ways. (If you want to report on all constituency codes, then this step can be skipped and you can proceed to any of the options below.) OR
  • If running a report, locate Constituent Code on the Filters tab. Choose Include Selected and select the constituencies to include.
 


To summarize total giving for each constituent code:

  1. Run a Statistical Report
  2. On the Fields tab, select Constituent information, Constituency Code as the Field to use
  3. Select other appropriate parameters and run the report

To summarize total giving for each constituent code broken down by gift type:
  1. Run the Gift Detail and Summary Report 
  2. On the General tab, select Summary or Both.
  3. On the Format tab, highlight Details and select Constituency code as the field on which to summarize
  4. Select other appropriate parameters and run the report

To summarize total giving for each constituent code for multiple date ranges:
  1. Run a Comparisons and Summaries report
  2. On the Fields tab, select Constituent information, Constituency Code as the Field to use
  3. Select other appropriate parameters and run the report

To summarize total giving for each constituent code in detail format (e.g. show the total giving for each constituent as well as totals)
  1. Query on constituents with that specific constituency code
  2. Export the total amount as well as the constituent name and any other needed information. If needed, total amount may be exported multiple times to show giving in different date ranges.
  3. Open the file in Excel and sum the amounts in each time period get a total for each date range for this constituency code
  4. Repeat steps 1 to 4 for each constituency code
  5. Combine each of the totals in a final spreadsheet to get the final report

To summarize total giving for each constituent code and show each individual gift:
  1. Create a gift query of the gifts to be reported on. In the criteria, include Constituent, Constituency, Constituency Code equals [the specific constituency code]
  2. Create a gift export  and select Excel format. On the Output tab, select Constituent Name, Gift Date, Gift Amount, and Constituent Constituency Code as well as any other needed field
  3. In Excel, sort by constituency code
  4. After the last row for each constituency code, insert a new row and sum the amounts  for each constituency code