Giving Summary Detail Window

Work With Relationships window: Enter ID Number | right-click on ID Number | Donor Inquiry | on all tabs except Details, Lifetime, Addresses, and Giving Club, right-click and choose Summary Details

This summary information includes the dates and amounts of the largest, smallest, first, and latest gifts; number of gifts; amounts of cash, pledges, matching, non-cash, soft credit, and deferred gifts; and total number and amount of gifts for the particular donor. The kind of data summarized is displayed at the top of the window in the Summary For column.

This information is stored on the Donor Summary tables and displays according to the tab on the Donor Giving Summary Information window. Listed below is the related summary table for each tab:

How To

These windows are built on Summary tables. If Update Summaries During Gift Entry is not selected on the Master Config tab on the Development Configuration window, then you must run the recalc to receive correct information.

1. Open the Work With Relationship window.

2. Select the ID Number, and choose Donor Inquiry from the right-click or Options menu.

3. The Donor Giving Summary Information window opens with the Details tab active.

4. To filter the transactions that appear on the Details tab, choose Filter Transactions from the right-click or Options menu.

5. The Select Transactions to Display Window opens.

6. Type in the information by which you want to filter the details and click OK.

7. To view details of a particular transaction, double-click on the transaction or choose View Tran Details from the right-click or Options menu.

8. The Transaction Details window opens.

9. Click on the tab summarizing the type of giving information you want to see.

10. You may not change any information in the rows in any of the tabs. These rows are not editable.

11. To view additional summary information on the Giving Summary Detail window about a row on one of these tabs, select the row and choose Summary Details from the right-click or Options menu.

Tab	Summary Table
By Campaign Tab	Donor Campaign Summary Table
By Category Tab	Donor Category Summary Table
By Class Year Tab	Donor Class Summary Table
By Gift Set Tab	Donor Giving Summary Table
By Designation Tab	Donor Giving Summary Table
Constituency Code Tab	Donor Relation Summary Table
By Year Tab	Donor Year Summary Table