The gift detail and summary report is a quick and easy way to view details about constituent giving during a time period the user defines. The summary report includes totals of gifts received within the date range for each campaign, fund, appeal, or constituent code. The detail version of the report adds constituent name and address information. Often users may want to see this summarized by constituency code, campaign, fund or appeal. The steps below describe how to accomplish this.
1. Go to Reports > Financial Reports 2. Open a new or existing gift detail and summary report 3. On the general tab, choose a report type of 'summary' or 'both' 4. On the format tab, choose 'detail' and select from the checkboxes what you would like to summarize by 5. Preview the report or choose to save and close