Report Builder Insights for cumulative giving amounts

Jennifer Christiano

I am working in Report Builder and need to adapt pre-loaded insight to give me total giving by constituent but can be filtered by date and fundraiser. I started with Gift amount by constituent code and changed it to constituent name and filtered by fundraiser. However that does seem to pull cumulative giving for the constituent -- just one gift or largest gift. Is there another insight I can adapt or is this only possible in Insight Designer?

Austen Brown

@Jennifer Christiano - A majority of the attributes/measures set up within Report Builder around gifts/gift amount are for cumulative calculations. You could potentially narrow down the gift amounts displayed by adding additional filters to the insight, but unfortunately a attribute/measure does not exist for “largest gift”.

Pat Phillips

@Jennifer Christiano I use the Gift Detail and Summary Report in database view ALOT. You can set just about any parameters you need. Go to: Reports/Financial Reports/Gift Detail and Summary Report.

Jennifer Christiano

@Pat Phillips Thank you. I thought that would be the answer. It is unfortunate there aren't more filter capabilities in the Report Builder.

Jennifer Christiano

@Austen Brown Thank you. Will work with a DB report instead.