How to Create a Contribution Summary by Fund Report
The Contribution Summary by Fund report fund lists the total dollar amount of contributions given to a selected fund or funds each month during the specified period.
- Display the Analysis Report page.
- From the Select a Report menu, select the Contribution Summary by Fund option.
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Set up the report as desired. For descriptions of the options used to set up the report, go to Setup Options for the Contribution Summary by Fund Report.
- Click this button to download the report:
. From the menu, select the desired format for the report:
- Excel: the Excel version uses the same data source as the PDF but contains more data, which is presented in comma-separated layout. The Excel version is the option to choose if you want to do a mail merge or if you want to import the data in the selected report into a spreadsheet program, such as Microsoft Excel.
- PDF: the PDF version is useful for most purposes because it extracts the most commonly needed data from the report and presents it in a well-designed layout. Note that the PDF contains less information than the CSV version and is a more suitable option when you need a document that is easily read.
- After you submit a report for processing, the system estimates the time it takes to generate the report. For information on how the system handles report processing, go to How the System Handles Long-Running Reports.
- Follow your browser’s procedure for opening the downloaded report.