1. Create a Query with the following outputs:
    • Fund Category/ Fund Type, Gift Amount, Gift Date, Gift Type
    • Note: If you use split gifts, output Fund Split Amount from the Fund node and use this in place of Gift Amount
       
  2. Create a new Pivot Report using the Query listed above.
  3. Drag Fund Category/ Fund Type to the left side of the screen as the primary set of rows.
  4. Drag Gift Type directly to the right of Fund Category/ Fund Type.
  5. Drag the Total Gift Amount from the totals section as our Totals field.
  6. Drag the Month field as a column header from the Gift Date Breakdown 1.