Corporate and Foundation Relations Consolidated Giving Report

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If you find yourself needing to get a consolidated giving total for a parent company and its subsidiaries, this report is for you. A new report, CDFR – Consolidated Giving Report, has just been created and is available for all to use.

From the Analysis Functional Area click “Revenue Reports”.

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Then choose “CDFR – Consolidated Giving Report”.

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Here you will enter report criteria including which records to include, a date range, and the type of total. When finished click “View report”.

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The parent and each subsidiary will be listed on separate line items. Several gift columns and their corresponding dates will display within the report.

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