To report on total number of gifts and total gift amount per constituent, per fund, and per year we can create a Gift query and include the query in a Pivot Report.
1. Create a Gift query that pulls in the correct gifts to include in the report 2. On the Output tab of the query, select the following fields:
Constituent, Name Gift Information, Gift Date Gift Information, Gift Amount Funds, Fund ID Constituent, Constituency, Constituency Code
3. In The Raiser's Edge go to Reports, Pivot Report 4. Create a new Pivot Report 5. Select Query [search for the Gift query we created together] 6. Mark checkbox: Refresh Pivot Report each run 7. Click Generate 8. Open Field List (2nd icon from the far right--to the left of the Help icon) 9. In the field list, Open Name 10. Highlight Name (under the Name node) 11. At the bottom of the Field List, click: Add to: Row Area 12. Open Constituent Code 13. Highlight Constituent Code (under the Constituent Code node) 14. At the bottom of the Field List, click: Add to: Row Area 15. Open Fund ID 16. Highlight Fund ID (under the Fund ID node) 17. At the bottom of the Field List, click: Add to: Column Area 18. Highlight Gift Count 19. At the bottom of the Field List, click: Add to: Data Area 20. Highlight: Total Gift Amount 21. At the bottom of the Field List, click: Add to: Data Area