Insight Designer - How to group rows?

Andrew Smith 3

Hello!

I'm wondering if it's possible to group rows of funds within Insight Designer. In order to track gifts in Memory of a Constituent, we add a number to the end of a fund number. The money all goes to the same fund, but because of the Fund Number and Name difference, they obviously show as separate funds in Insight Designer. Is there a way to group these funds so that their numbers are added together?

Christine Robertson 4

@Crystal Bruce Could you move this to the RE NXT group so it is seen by more users who are working with Insight Designer?

Christine Robertson 4

@Andrew Smith One of the challenges that you will face with this is that you are using the system differently than it was intended. Funds generally line up to the GL and since all of this money is actually going to the same place, it would usually all be in one Fund with the Tribute data tracked elsewhere (ideally the Tribute module or possibly an Attribute/Custom Field). That's not your setup, so you'll have additional factors in your reports, etc.

In database view, you could easily group these funds with a Fund Type, Fund Category, Fund Attribute, etc. I don't know off the top of my head if you can report on those fields in Insight Designer, but it would be worth checking as that could help.