Creating a Custom Donor Summary Report

Video steps through creation of a custom donor / funder summary report separating out beginning of year balance and then receipt and expenses movement for the current year. In this example customers represent donors and classes represent programs. Video indicates how to report on intersection of both. Video also shows explode function of reporting balances per program.

00:00 Introduction
01:00 Building a custom donor report with Finatical's Flash Reports
01:18 Laying out the report from a blank worksheet
03:36 Using our Function to build the Excel formula
05:12 Cell referencing in the formula
07:33 Adjusting the formula from Income to Expenses
11:15 Formatting the report
12:40 Filtering by class/program
14:08 Run for all programs with separate sheets for each, with Explode feature