• Create a constituent or gift query for the gifts that should be included in the report. On the Output tab, select the following fields and run and save the query:
       
      • Constituent Query

        Constituent Information, Name

        Gift Information, Gift Amount

        Gift Information, Gift Date
         
      • Gift Query

        Constituent, Name

        Gifts, Gift Amount

        Gifts, Gift Date
         


      Note: The rest of the instructions are the same regardless of query type

       
      • Create a pivot report. Select the query created in step 1 and click Generate.

           
        • From the Pivot Table Field List screen, drag the field Name, Name and drop it into the 'Drop Row Fields Here' section
        • Drag the field Gift Date breakdown, Month and drop it into the 'Drop Column Fields Here' section
        • Drag the field Totals, Total Gift Amount and drop it into the 'Drop Totals or Detail Fields Here' section