How do I find totals for a fund?

The Fund Activity Report is the best report

I've been asked to find the totals for each fund instead of campaign. Campaign totals were easy to find, just pull up the campaign and the total gift, pledge, pledge payment, and pledge balance amounts are clearly shown. Is there an 'easy' way to view totals within funds? I've been pulling reports and adding up the numbers.

For example:

D12 Individual Campaign --> Individual Restricted Education Fund

How would I be able to figure out how much money total is in the individual restricted education fund?

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The Fund Activity Report will do it, if you check the required “Group By”, then select “Campaign, Fund, and Designation”.  You will get subtotals of your funds.

Melanye V. Taylor

Development Operations Database Coordinator

Performing Arts Center of Los Angeles County

135 North Grand Avenue

Los Angeles, CA. 90012

213.972.3123

mtaylor@MusicCenter.org

www.MusicCenter.org

I've been asked to find the totals for each fund instead of campaign. Campaign totals were easy to find, just pull up the campaign and the total gift, pledge, pledge payment, and pledge balance amounts are clearly shown. Is there an 'easy' way to view totals within funds? I've been pulling reports and adding up the numbers.

For example:

D12 Individual Campaign --> Individual Restricted Education Fund

How would I be able to figure out how much money total is in the individual restricted education fund?

You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

You should use the Fund Activity Report or the New Contributions Report!

I've been asked to find the totals for each fund instead of campaign. Campaign totals were easy to find, just pull up the campaign and the total gift, pledge, pledge payment, and pledge balance amounts are clearly shown. Is there an 'easy' way to view totals within funds? I've been pulling reports and adding up the numbers.

For example:

D12 Individual Campaign --> Individual Restricted Education Fund

How would I be able to figure out how much money total is in the individual restricted education fund?

You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

Have you tried the Fund Activity Report in the Finance folder?

You can run it for a single fund, group of funds or all of them within a contribution date range or a transaction date range. It’s quite versatile.

Cheers

Sandra

From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Anna Dolan
Sent: Saturday, 10 March 2012 7:40 AM
To: Sandra Ashby
Subject: [Tessitura Next Generation Forum] How do I find totals for a fund?

I've been asked to find the totals for each fund instead of campaign. Campaign totals were easy to find, just pull up the campaign and the total gift, pledge, pledge payment, and pledge balance amounts are clearly shown. Is there an 'easy' way to view totals within funds? I've been pulling reports and adding up the numbers.

For example:

D12 Individual Campaign --> Individual Restricted Education Fund

How would I be able to figure out how much money total is in the individual restricted education fund?

You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!