Custom Report Example - Contributions Over $250

Objective:

This example lists individuals who made a single donation of over $250 to a Contribution Fund. It shows how to create a filter that consists of more than one condition. It also shows how to edit the report form to remove duplicate names. As usual, you can refer to previous examples for details on creating a query.

Result:

Steps:

1. To begin, start by navigating to the Contributions module, select the Other Output option and then finally Custom Reports. When prompted for which information you want to run reports for select Posted.
   
   1. If you are using a version prior to 11, there will be no other output option; the Custom Reports option will be directly under the Contributions module.
      
      
2. The next step will be creating a new query and a title to go with it. This step will be different depending on whether you have created a custom report in the past or not.
   
   
   1. If you have NOT created a custom report in the past, the system will immediately prompt you for a report title. Simply enter the desired title and click OK; this will bring up the query builder for the next step.
   2. If you HAVE created a custom report in the past, you will be brought to an existing page of all your custom reports. Simply click the Add button and enter the desired title and click OK; this will bring up the query builder for the next step.
      
      
3. Now we will need to create the filter for the query. This will be a 2-conditioned query.
   1. For the first condition:
      • From the "Step 1: Pick a field" tab, select Contribution Amount.
      • From the "Step 2: Pick an Operator" tab, select Greater than or equal to.
      • From the “Step 3: Enter a Value” tab, enter $250 as the amount.
      • Click done when satisfied with the query.
   2. For the second condition:
      • Start by clicking the add button and selecting the “AND” option.
      • From the "Step 1: Pick a field" tab, select Contribution Date.
      • From the "Step 2: Pick an Operator" tab, select Between two dates.
      • From the “Step 3: Select Ask later down towards the bottom.
      • Once satisfied with your query, select done at the bottom right.
   
4. At this point, you will be prompted: Do you want to run this query now? Click Yes. Here we will need to define the output fields. Do so by simply double clicking on the desired fields; this will move them to the included section. Select Envelope Name, Contribution Date, Contribution Fund Desc and Contribution Amount from the “fields to pick from” section.
   
5. Specify the sort order. Click Edit Sort Order on the Query Overview window. Choose the following fields: Profile Last Name, Profile First Name, and Contribution Date.
6. Now click Run Query. you will be prompted for a date range, enter any applicable range. Next, click on Edit form to start customizing your output.
7. Once here, you will notice a field called env_no, double click on the field to bring up the properties. Now navigate to the “Print when” tab and select No under the print repeated values option. This will tell the program to print the name only once even if it appears in multiple records.
   
8. Save the report layout and exit the Report Designer. Choose Save from the File menu. Then choose Close from the same menu.
9. Print the report. Select the Printer option on the Setup for Column Layout Report dialog box. Then click Start Report to see the Print dialog box. Finally, click OK to print your report.