- 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
- Create a new Pivot Report using the Query listed above.
- Drag Fund Category/ Fund Type to the left side of the screen as the primary set of rows.
- Drag Gift Type directly to the right of Fund Category/ Fund Type.
- Drag the Total Gift Amount from the totals section as our Totals field.
- Drag the Month field as a column header from the Gift Date Breakdown 1.
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