1. Create a new Appeal query
  2. On the Criteria tab, select the following:
    Appeal Information, Appeal ID (or Appeal description) equals [appeal]
  3. On the Output tab, select the following fields:
    Query Fields, Appeal ID (or Appeal description)
    Summary for Appeal, Total Given
       -On the Filters tab, select:
       -Gift Date between [date range 1]
       -AND Gift Types one of [gift types to include in total]
    Summary for Appeal, Total Given
       -On the Filters tab, select:
       -Gift Date between [date range 2]
       -AND Gift Types one of [gift types to include in total]
    *Repeat for all other necessary date ranges
  4. Click Run Now
  5. On the Results tab, right-click on the column header 'Total Given_1' and select Column Header
  6. Rename the column to whatever you want it to be labeled (i.e. May 2010)
  7. Repeat for all other column headers that need to be renamed
  8. Save the query and close
  9. In Dashboard, click Customize, and add a new Appeal Query panel
  10. In the top right corner of the Panel, click Panel Options and select Properties
  11. Beside Query, click Select
  12. In the query search screen, pull in the Appeal query saved in step #8
  13. Click OK and the information from the query results will pull into the dashboard
NOTE: The steps above are for creating an Appeal dashboard. Follow the same steps for Campaign or Fund dashboards as well, just replacing Appeal with Campaign or Fund.