The Giving Summary Views Form displays a list of Report Types. When you select a View by clicking on the view, information that applies to the report type will display in the Form below.
Note: The View that is selected by default is determined by the default gift report type indicator in the tms_gift_report type table.
To display the list of Giving Summary Views for an entity:
Perform a Lookup, using either the Entity’s name or Entity ID to display the Entity Profile.
Expand 'Giving' on the Entity Profile Page Tree.
Click 'Views' and the Views Form displays.
Click the appropriate row on the list and the detail displays.
or
Use Go To (F5) and select Giving Views, mnemonic GVIEWS.
Click the appropriate row on the list and the detail displays.
Note: Gifts and pledges in batches that have not yet been put through gift processing do not show when any of the following views are selected.
Giving Summary Views include the following:
Giving Totals with Corp. Totals
Matching Claims with Corp. Totals
Matching Gift with Corp. Totals
Matching Gift with Corp. Totals with Audit
One-line Simple Transaction List
Pledges/Payments with Corp. Totals
Pledges/Payments with Corp. Totals with Audit
Pledges/Payments with Spouse with Audit
Transaction List with Corp. Totals
Transaction List with Corp. Totals with Audit
Transaction List with Spouse with Audit