Daily Gift Report with MTD, QTD, and YTD Totals

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My organization has tasked me with creating a daily gift report that also has the ability to track our month, quarter, and fiscal year to date totals all in one. We currently run a daily gift report each afternoon after the gifts from the day have been posted. This report is then sent to the entire organization to review.


Has anyone ever attempted this type of report? I have the basic knowledge of Crystal Reports and am using an already created template, but now need to add these totals for each specific time period. Any help would be greatly appreciated!
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  • Hi Greg.  You would need to create a subreport that includes a summary total for each category (month, quarter, FY).  To do this you would also need to include all gifts for the FY in your daily gift export.  Depending on your gift volume that could take a while to export.


    It might be worth trying to separate this into two reports.  Does the entire organization (or anyone) really need a daily update of the quarterly and FY totals?  Hopefully you could create a separate report for the monthly, quarterly and FY summary and send those out once a week.

     

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