Constituent Giving History

Question

I am needing a report to show by constituent how much for the calendar year they have contributed to each fund.  I would like a total amount contributed to each fund and would prefer not to go in and do the math.  I see the Constituent Giving History report and it doesn't give me a total given by fund for the constituent. It lists out each individual gift.  Is there an easier way to get the info I am needing?

Nora Langolf · Answer

The Giving Statement in NXT does subtotal by fund - but as mentioned and for reasons I cannot comprehend - stock gifts are not included in giving statements

Alex Wong · Answer

if you are doing this for more than a few (say 10) funds, do export and then use excel (power query and/or power bi will be more helpful in making this more effortness if this is a recurring reporting need).

if you are doing this for a few funds, then Constituent Query's export or Export module will both work, just use Gift Summary > total amount of gift. Use multiple, one for each subcriteria for each fund.

Karen Diener · Answer

Technically this could be done in RE, but you would need to create constituent export that has one gift summary for every fund.

I think you could do this with a gift export and a pivot table that summarizes gifts by fund.  Then you would probably need a vlookup to append that summarized data to the constituent.  It depends on exactly what information you need to see and how you need to see it.