- Go to the Analysis Reports page.
- Using the Navigator Bar, select Reports → Analysis.
-or- - Using the Reports Card, select Analysis.
- Select the Contribution History by Fund report.
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Select the fund or funds on which you wish to report. Then, click Analysis Filters in the center top of the screen or click Next in the lower-left corner of the page to display the Analysis Filters page.
- On the Analysis Filters screen: select from each of the filters then click Report Filters in the upper right or Next.
- Select the Family Registration status: Both, Yes, or No
- Select the Family Workgroup if this applies, or leave it blank to select all.
- Select one or more Family Groups.
- On the Report Filters page, fill out each field to narrow down the results to the records that you would like to analyze.
- When ready, click the Run Report link at the bottom left.
- Select between PDF and Excel for the report output.
- Report Examples
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Multiple Funds Per Page
- When One Fund Per Page is selected, the report opens in the first tab with the first fund and then has multiple tabs to select, one for each subsequent fund.
- When One Fund Per Page is selected, the report opens in the first tab with the first fund and then has multiple tabs to select, one for each subsequent fund.
- Report Examples
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