Finding Specific Information by Fund

Miki Martin

I thought this was going to be a bit simpler than I am finding. I have a list of over 300 funds with no easy way to group them (they span categories, are not all in the same type or anything). Those above me are wanting to know the largest and last gift to each fund with specific donor information for said gift. When I did a fund query to pull other information on the fund I was able to pull the Largest Gift, Latest Gift, and Total Given. However, those were just dollars; I need to know the specific gifts tied to Largest Gift and Latest Gift. Is there a way to grab that?

Basically, what I want to do is have a First/Greatest/Latest Gift Report but listed by Fund, not constituent. I still have no knowledge with Power Automate or anything so I am restricted to NXT skills, unfortunately. My only solution is dumping things into Excel and going from there but I was hoping there is something I just haven't considered. I tried a gift query and applying an output limit to the top rows but that did not work.

Alex Wong

@Miki Martin
I don't believe there's an easy way to get exactly the report you want. I do not use various canned report in RE database view, so maybe there is one that I am not aware of.

Likely best to export all the gifts that has the fund (or all funds) and then do some excel manipulation or pivot table, or Power Query, etc.

Christine Robertson

@Miki Martin You can see that information on the Fund Summary (directly on the Fund in database view), but I don't imagine that you want to review that for each of the 300 Funds.

In DB view, I think the best option would be a Fund query with the Output tab showing something like this:

Then, in Excel, you can do some formulas to remove all of the gifts that you don't want (leaving one row with the latest gift and one row with the largest gift).

Obviously, not ideal, but it's the best I can think of at the moment.