Add sort & subtotal options to the Annual Statement Report

We would like the ability to sort the Annual Statement Report by the Fund ID or description rather than the date, and to be able to subtotal by Fund ID/description. I understand most people use this report for "tax statements" and it makes sense to have it in date order, however we use it for stewardship purposes and my boss thinks it would look better if we could organize their list of contributions by Fund and subtotal it. For example, we could show they gave 5 gifts to the building fund for a total of $x dollars.

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  • Jan 29 2013
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