Sorting the Gift Detail and Summary Report

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Amy Horrocks 2
Amy Horrocks 2 ✭
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in Blackbaud Raiser's Edge NXT®: General Discussion

I run a Gift Detail and Summary Report, but I would like to sort it by Fund, not by Constituent or Gift Date. Is there a way to do that? My only workaround that I have found is to run it for just Fund x, then Fund y, then Fund z, etc. Thanks

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  • Joe Moretti 3
    Joe Moretti 3 ✭
    Facilitator 2 Second Anniversary Name Dropper Photogenic
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    @Amy Horrocks You can sort by Fund in RE NXT in the standard reports (if you have that right now), but not in the RE Database View. Export your report as a CVS, not PDF and then in the CVS sort by Fund.

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  • Elizabeth Johnson
    Elizabeth Johnson ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    @Amy Horrocks @Joe Moretti gives you a solid suggestion, and thanks Joe, I hadn't gotten deep enough in the weeds in web view to notice you can not sort by query order there (yet?) I just created an idea in the idea bank, as I couldn't find one that existed.

    In the database view, if you summarize by fund, it will sort by fund ID, whether you have that as a column or not. You could also set up a query to include in the report and set the sort order there. Then on the Format tab in Sort/Break, set the Sort by query order box. If you go that route, just make sure your query is broad enough not to limit any gifts you may need.

  • Amy Horrocks 2
    Amy Horrocks 2 ✭
    Name Dropper First Reply

    @Joe Moretti @Elizabeth Johnson Thank you both for the replies. I think just running it by each fund separately ends up being quicker. Oh well. But thanks again!

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