IO Reports - Analysis Reports: How to run the Contribution History by Fund Report

How to run the Contribution History by Fund Report

  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 History by Fund report.
    Select_Contribution_History_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
    All_Funds_one_page_or_multiple_pages_PDF.png




Multiple Funds Per Page
Excel_All_Funds.png

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.
Excel_multiple_tabs.png

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