Pamela Giles

1. Community
2. General Discussion
3. Fundraising reports by Fiscal instead of Calendar Year

Oh, yeah, you can do very little to customize the One-Click Fundraising Report accessed through Transactions. It has no filters at all, not even the ability to exclude particular funds or campaigns...

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• Pamela Giles
• May 22, 2026 19:11
• 0 votes

1. Community
2. General Discussion
3. Fundraising reports by Fiscal instead of Calendar Year

I can't when I create the one-click one, but once it's created, I can add a filter to any of the individual reports. If I save that report, it saves the filters so when I go back and look at it aga...

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• Pamela Giles
• May 22, 2026 17:45
• Edited
• 0 votes

1. Community
2. General Discussion
3. Fundraising reports by Fiscal instead of Calendar Year

Can't you add a filter and pick "between" and set those dates manually? When I do that, it seems to keep the filter if I leave that report and go to another one then come back to the first one. 

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• Pamela Giles
• May 22, 2026 16:55
• 0 votes