entering designations and getting the correct report

Sherri Gedridge

Hello everyone

How do you enter your agency designtions into each account and do you have a report that would help me get that information for our budget this June?

Jeffrey Haguewood

Hi Sherri - Could you clarify what you mean by "agency designations"?  I could see this as both a Fund designation and also a segmentation of constituent accounts.  My guess is Fund designations if you are working budget planning, but I want to make sure any recommended options hit the right notes for you. Look forward to your feedback.  

Sherri Gedridge

Hi Jeffrey

As i am entering those designations to our partner agencies i have both selected funds and also segmented gifts.  Now i have run a report and both come out in my query so i think i am entering correctly.  but i still wonder if anyone is doing this differently and how do i get a summary report for the results? 


Jeffrey Haguewood:

Hi Sherri - Could you clarify what you mean by "agency designations"?  I could see this as both a Fund designation and also a segmentation of constituent accounts.  My guess is Fund designations if you are working budget planning, but I want to make sure any recommended options hit the right notes for you. Look forward to your feedback.  

 

Jeffrey Haguewood

Great!  Glad your query output is getting what you need.  If you are looking to summarize by a designation (like Fund or a UDF on the transaction), use report groups.  You can even collapse groups to get a true, summary-only report (without the rows of transactions).  See #3 in this article here.


Here is a screenshot of the feature you're looking for in reports.




Hope that helps!