Hi all,
I'm trying to pull a report that provides the same output as the Current Constituent Giving By List...but for a specified date range. Any ideas? I was thinking a Fund Activity Report, but I don't have the option to group by constituent.
Thanks for your help!
Russell,
The Fund Activity report is what I use. I save it to Excel and do a quick pivot table on it to group by constituent. If you don't know how to do a pivot table in Excel you can call me and I'll walk you through it.