• Create a new Comparison and Summaries report
       
    • On the Fields tab, select Relationship, Education, Class of as the field to use

      Note: Mark the primary alumni only checkbox to include the constituent's primary education relationship only.

       
    • On the Field tab, select Columns
       
    • Select Total Given in the information column
       
    • Select other desired columns
       
    • On the Report Periods tab, establish specific reporting periods
       
    • On the Format tab, select Detail
       
    • Under For Constituents with Multiple Field Values, select Include constituent for the primary field value
       
    • Run the report



    For additional information on the Comparison and Summaries report, refer to the