Fundraising Contributions Report

The Fund Raising Contributions report produces an Excel spreadsheet with a Summary sheet and a Details sheet. Users can select all funds or particular funds from the Funds Maintenance list, enter a date range and then choose Group by Fund or Group by Family.   To watch our 3-minute tutorial please click on this link Gabriel New Fund Raising Report

Note:  The video will also demonstrate how to convert the report into a table so that you can search on any column in the Fundraising Report.  Just like regular formatting, tables can improve the look and feel of your workbook, but they'll also help to organize your content and make your data easier to use. Excel includes several tools and predefined table styles, allowing you to create tables quickly and easily.  For written instructions please click on this link.  How do I convert an excel download into a table?

Generating The Fundraising Report

1.  Go to Fundraising > Fund Maintenance - All your funds will be listed.  If you want to download information for a single fund or a group of funds select the fund(s) you want by clicking on the box next to the fund name. If you want contribution information for all your funds you do not have to make a selection. 

2.  Go to Reports > Fundraising and the Fundraising pop-up will appear.  Date Fields:  You can choose any start date and end date ( Length of Time Gabriel Stores Data).  Grouping Selection Field:  You have the option of Group by Family or Group By Fund.  The report creates (2) downloads for each selection.  The first is a Summary and the second is a Detail Report.  The Group by Family selection will create a listing in the Summary of each family that made contributions to the funds you selected within the date parameters that you selected. The Detail page will list each individual contribution made by each family to the funds you selected within the date parameters that you selected.  The Group by Fund selection will create a listing in the Summary of each fund that you selected within the date parameters that you chose.  The Detail page will list each individual contribution made by each family to the funds you selected within the date parameters that you selected.  Active Budgets Only if checked will produce data from active families only.  Finally, be sure Contributions are selected. Click Print and the Excel report called Contributions will download into your tray at the bottom of your screen.

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