IO Reports - Analysis Reports: How to run a Contribution Summary by Fund Report

How to run a Contribution Summary by Fund Report

Note: Contributions in an open batch (even those flagged for review) will not show up on the Contributions page. The batch must be closed before the postings will show up on contributions reports.

  1. Go to the Analysis Reports page.
    • Using the Navigator Bar, select Reports → Analysis.
      -or-
    • Using the Reports Card, select Analysis.
      Nav_2_Analysis_reports_shrnk_80.png
  2. Select the  Contribution Summary by Fund report.
    Select_Contribution_Summary_by_Fund_Report_1.png
  3. 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.
    All_Analysis_Reports_Select_Funds_page.png
  4. 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, No
    • Select the Family Workgroup if this applies, or leave it blank to select all.
    • Select one or more Family Groups.
      All_Analysis_Reports_Analysis_Filters_and_Next.png
  5. 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.
      Report_Filters.png
  6. Select between PDF and Excel for the report output.
    PDF_or_Excel.png
    Image of the PDF version
    pdf.png




Image of the Excel Version
excel.png

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Comments

2 comments
  • When I follow these instructions I do not get any results for my search.

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  • @Robert, I see you called in a ticket and our Support Representative explained that batches must be closed for the data to show in reports. I will add that information to the article. Thank you for this valued information.

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