Totals by Funds with Fund Balances in Export

We have many donors who give to many agencies (funds) - split gifts - and are unable to export the total amount a donor has given to these funds in any specific campaign or time period without creating a summary column for every single fund. We have over 100! And if any new funds ever get added, we would have to change all of our exports. We need an export that pulls only the funds a donor has given to (using criteria) and the TOTAL amount given to those funds, along with the BALANCES on FUNDS. We would use this in solicitations by giving a donor his/her total amounts given to each fund. This is a necessity now that you offer a gift to be split into several funds.

  • Philip Weaver
  • Jun 24 2019
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