1. Click Reports, Financial Reports.
  2. Select Gift Detail and Summary Report.
  3. Click New.
  4. Enter the appropriate report parameters on these tabs:
    • General:
      • Include all records, a query of selected records, or one record. The available query types are Constituent, Gift, Individual, and Organization. Use query to filter records that cannot be filtered in the report parameters.
      • Select how to handle soft credit, matching gifts, and whether to include inactive, deceased, and constituents with no valid address.
      • Select whether to create an output query of the records included in the report: Gift or Constituent.
      • Select a report format: Detail, Summary, or Both. The tab selection adjusts accordingly.
      • In the Pledge Type frame select Master or Installment. The selection controls whether the pledge balances included in the report reflect the total pledge balance or the balance of installments falling within the report date range. More information can be found here
    • Filters: Filter the report by appeals, campaigns, constituent codes, or funds. By default, all values are included. If you are running the report in summary by appeal, campaign, constituent code, or fund, select which values to include on this tab.
    • Gift Types: Select what gift types are included in each of four report columns. All gift types can be added to each column. Including the same gift type in more than one column can cause totals to be skewed. The default gift columns are:
      • Cash: Includes Cash, Pay-Cash, MG Pay-Cash, Recurring Gift Pay-Cash.
      • Stocks: Includes Stock/Property, Stock/Property (Sold), Pay-Stock/Property, Pay-Stock/Property (Sold), MG Pay-Stock/Property, MG Pay-Stock/Property (Sold).
      • Pledge Bal: Includes Pledge.
      • MG Pledge: Includes MG Pledge.
        Note:When including pledges or matching gift pledges, mark the Use gift balance instead of gift amount checkbox to include the balance on pledges. Mark the Calculate gift balance based on gift date, campaign, fund, and appeal checkbox report the the balance as of the end date on the General tab. For more information, refer to 37403.
    • Attributes: Include or exclude records based on constituent or gift attributes. If including a selected a query on the General tab, the Attributes tab only includes or excludes records in the source query.
    • Columns: Add or remove optional columns on the report. All columns included on the Columns tab are optional report columns. Edit values in the Min. Width column and adjust the Report Orientation between Portrait and Landscape as necessary. For the Summary Reports, the only optional columns are Campaign Description, Fund Description, and Appeal Description. For the Detail Report, the optional columns are:
      Note: Changing the gift types on the Columns tab, does not change the gift types used for the totals. For more information, refer to 42178.
      • Acknowledge
      • Acknowledge Date
      • Appeal Description
      • Appeal ID
      • Batch Number
      • Campaign Description
      • Campaign ID
      • Date 1st Pay
      • Fund ID
      • Gift Code
      • Gift Constituency Code
      • Gift ID
      • Gift Status
      • Gift Subtype
      • Honor/Memorial
      • Issuer
      • Issuer Median Price
      • Issuer Number of Units
      • Issuer Symbol
      • Letter Code
      • Matching Gift Company
      • Number of Installments
      • Package
      • Post Date
      • Post Status
      • Receipt
      • Receipt Amount
      • Receipt Date
      • Receipt Number
      • Reference
      • Send Pledge Reminders
      • Solicitor Names
    • Ind. Address & Org. Address: (Detail report type) Select how to handle constituent addresses. For more information, refer to 46307.
    • Graph: (Summary report type) Select to output a graph or report and graph. Highlight graph type, data source, detail, and location to further define the graph parameters.
    • Format:
      • Highlight Detail to select whether to summarize by campaign, fund, appeal, and/or constituent code (Summary only).
      • Under Name Formats, highlight Individual and select the appropriate Addressee/Salutation to Use option.
        • From individual: Select this option to use an addressee/salutation type present on the constituent's Addressees/Salutations tab (e.g., Primary Addressee or Primary Salutation). This prints the addressee/salutation exactly as it is listed on the constituent's record, including addressee/salutations marked as editable.

        • From Configuration: Select this option to base the name format on a formula from Configuration's Addressees/Salutations screen, regardless of what's entered on the constituent's Addressees/Salutations tab.

        • Use individual name: Select this option to pull the constituent's first name, middle initial, and last name (e.g., Robert C. Hernandez).

          Note: In Reports, the default setting is Use individual name. More information on the options can be found in 44706.
  5. Click the Preview or Print button to process the report.

For more information, review the Creating a Gift Detail and Summary Report tutorial in the Reports Guide. (PDF)