Create a new Running Total field
  • Field to summarize: select the field that you want to count/sum here
  • Type of summary: select the type of summary, such as count or sum
  • Evaluate: use a formula: enter the criteria in this formula, (ex: {Gift_Type} = "Cash" or {Gift_Amt} > 100 )
  • Reset: select when to reset the Running Total value back to zero (ex: Never = Grand Total, Group=Sub Total)