I currently look after all philanthropy reporting for my org, but am soon leaving the company with no one to fill my shoes.
I'd like to set up as many scheduled reports to anticipate reporting needs (probably should have done this a long time ago!)
I thought that the Fund Activity Report would be the best for my Head of Dep, and would like to set it up so it arrives each Monday morning, showing total fund income for all of 2018, up to the report date. However, the relative date options dont seem to let you pick a fixed start date (01/01/2018)
Should I be looking at a different report for this? Or am I just filling out the parameters wrong? Any other ideas as to how I can automate top-line income reporting?
Thanks so much Mark. I was getting a pop-up notification that I needed to fill in parameter 13 and thought this was the issue, but I now realise that is the contribution date on the next page.