Cumulative Giving for different funds

Laura Marcinkowski
Laura Marcinkowski
Kudos 1 Name Dropper First Anniversary Facilitator 1
in Blackbaud Altru® General Discussions

Hello! I'm trying to pull a year end report for cumulative giving ($5000 and above) for gifts in different funds. Everytime I try to pull this through summary information, it gives me total amount giving for ALL funds, not just the ones i've used in the filter. I'd also like for it to show me the different gift amounts (plus dates). Can anyone help?! We used to run this report in eTap quick and easy and it's been difficult in RENXT.

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  • Christine Robertson
    Christine Robertson Community All-Star
    Kudos 5 Name Dropper Participant First Anniversary

    @Laura Marcinkowski Are you running a canned report in RE Database view, using a Query/Export or working with a List in RE NXT? You can create filters in different places to show the total giving, but the specifics would depend upon what function you're using in RE.

  • Faith Murray
    Faith Murray
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Laura Marcinkowski
    I'm pretty sure you can do this in an Export. However, just to make sure I'm understanding what you want … are you trying to get a list of donors with cumulative giving over $5000 in the specific funds, with their gift breakdowns? Or a list of funds with donor breakdowns?

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