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?
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
From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Anna DolanSent: Friday, March 09, 2012 12:40 PMTo: Taylor, MelanyeSubject: [Tessitura Next Generation Forum] How do I find totals for a fund?
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Thanks! That is exactly what I needed.