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Donor Summary Tab

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Parts of the Donor Summary Tab

If available, uses the default search criteria for this report.
If this report has previously been run, this button will add the previous criteria.
Opens a list of saved criteria for this report.
Saves the current criteria to be used later.
Saves the current criteria to be used later and opens a dialog to name this criteria.
Create Donor Summary When checked, all donations by a patron in the report will be combined and then the patron's giving level will be adjusted based on the total amount of donations.
Effective Date All donations prior to this date will be summarized in the totals.
Build Summary Only This will create a summary based on the donations in the report.
Remove Summary Then Rebuild It This will remove any existing summaries, and then rebuild the summary for each patron.
Moves to the previous tab.
Moves to the next tab.
Cancels that adding of criteria and returns the user to the Report window.
Completes the addition of criteria and the sorting of data, and begins to generate the report. Click here for more information on the Finished Report window.