Report by Fund Category?

Amy Schnarrenberger

We regularly want to report on funds raised by Fund Category. Our options for this field are things like:  Annual Fund, Endowed: Scholarship, Endowed: Other, Restricted: Scholarship, Restricted: Capital, Restricted: Other. Our VP wants to look at total cash gifts, and pledge balances for the fiscal year based on these categories... Something like the Gift Detail and Summary report would be perfect, but I don't see anything that will do the job. Anyone have any suggestions?  Thanks!

James Andrews

To my knowledge there aren't any canned reports that utilize campaign, fund or appeal categories in any meaningful way. Your best bet is custom reporting, either via Crystal, Access or Excel, or some other reporting software.

Barbara Schlichter

If you create a fund query with the category you want you could use the gift detail and summary report.  On the filters tab, click on filter options, then choose include selected, then click on the binoculars.  At the top "Include" click on query, then find your query.  You can't list the category in the report, but if your query only selects one category you can add the header of what it's for.

Maybe this will help.

 

James Andrews

Barbara Schlichter:

If you create a fund query with the category you want you could use the gift detail and summary report.  On the filters tab, click on filter options, then choose include selected, then click on the binoculars.  At the top "Include" click on query, then find your query.  You can't list the category in the report, but if your query only selects one category you can add the header of what it's for.

Maybe this will help.

 

True, and if you set up your query so that the fund category is an <ask> field, you can run the report over and over pretty quickly for each one. I was assuming she wanted to report on all of them together, though.

Christine Cooke 2

What you are referring to as Categories I see as Campaigns.  The other thing you could do is to ad a 2-3 letter code that represents each of those Categories to the Fund code so that you can sort by that either in the canned reports or as an export.  Example.  Annual Fund would be a.Annual Fund, Tuition Assistance would be ap.Tuition Assistant, Drama would be ap.Drama (ap. A for Annual and P for Programs), and then ev. for Events and en. for Endowment, cap. for Capital Improvement. or you also had Restricted and Temp Restrict -- which you should be able to differentiate by the Account Number that is fed to Finance Department, but you could add R TR and UR for those three categories.



Just a matter of picking a consistent format that works for your org both in Development and Finance, recording it in your Org's manual for reference.