In order for these reports to match, all the parameters set up for each report must be the same.

 

Example parameters to check (this list is not all-inclusive):

 
     
    • Gift Types:
      • The Gift Detail and Summary Report defaults the following gift types:

         

        Column 1


        Cash

        Pay-Cash

        MG Pay-Cash

        Recurring Gift Pay-Cash
         

        Column 2


        Stock/Property

        Stock/Property (Sold)

        Pay-Stock/Property

        Pay-Stock/Property (Sold)

        MG Pay-Stock/Property

        MG Pay-Stock/Property (Sold)
         

        Column 3


        Pledge (with Use gift balance instead of gift amount marked)
         

        MG Pledge


        MG Pledge (with Use gift balance instead of gift amount marked)
       
      • The Comparisons and Summaries report defaults all of the above gift types plus:


        Gift-in-Kind

        Pay-Gift-in-Kind

        MG Pay-Gift-in-Kind

        Other

        Pay-Other

        MG Pay-Other
         


         
       
      • In order to get these to match, either add the rest of the gift types to the Gift Detail and Summary report or remove the above gift types from the Comparisons and Summaries Report.
       
      • On the Comparisons and Summaries report, if you are including all of the gift types listed in each column of the Gift Detail and Summary report, manually add the grand totals together on the Gift Detail and Summary to get the total on the Comparisons and Summaries report.


       
      • Date Range

        On the General tab of the Gift Detail and Summary Report, select the appropriate date range. In the Date to use drop-down list, select Gift Date. On the Report Periods tab of the Comparisons and Summaries report enter the same date range. (You do not have the option to select the Date to use. It uses the gift date automatically.)
       
      • Field to Use

        The Comparisons and Summaries report requires you to select a Field to Use on the Fields tab. If you mark the 'Use Selected Field Values Only' checkbox on this tab, the record must have the value you selected to be included on the report. For example, you select State in the Field to Use, mark the 'Use Selected Field Values Only' checkbox, and select Alabama. The constituent must have a preferred address in Alabama to be included on the report. In order to have the Gift Detail and Summary Report match the Comparisons and Summaries report in this scenario, use a query that selects only constituents with a preferred address in the state of Alabama. If you do not mark the 'Use Selected Field Values Only' checkbox, the Comparisons and Summaries report groups all the constituents without a value in the field selected in the Field to Use (for example, they have a blank state) into a category of <Unknown>.
         

        Note: If you select Gift constituency code from the Gift category as the Field to Use, mark the 'Use Selected Field Values Only' checkbox and select the appropriate constituent codes. In the Gift Detail and Summary Report, select the Filters tab and choose Include Selected for the Constituent Codes. In the 'Use constituency code from' field, select Gift and select the same constituent codes you selected for the Comparisons and Summaries report.

       
      • Pledge Type

        On the General tab of the Gift Detail and Summary Report, you can select the pledge type: Master or Installment. Select Master. This includes the original pledge gift only when it is within the report's date range. Selecting Installment includes the original pledge gift when any payment falls within the date range. (Both the original pledge and payment shows on the report.)