Contribution Basics Report

Leah.Davenport • February 7, 2018

Even though I do not have a really good use case for this report, I still wanted to let you know that it is available. It might be just what you've been wanting! It is a SQL recipe so it's very easy to add to your database.

The report is a list of all the contributions during the range specified, sorted by Fund with a sub-total at each change of Fund, and a grand total at the bottom of the report. You also have the option to Download to Excel.

If you want to add this to your database, just copy the code and paste it into a new SQL Script File. To run it, just go to the Totals by Fund Report , enter the date range and select Contribution Basics Report under Other Reports .

Below is an excerpt from a sample report.

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