Three Year Comparative YTD

Development Team

  • Guest
  • Mar 8 2019
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  • Guest commented
    March 08, 2019 19:03

    I currently create a three year year to date comparative report on 350 funds. These funds are categorized into a summary page with 5 major groups, each with 3-6 sub headings.  The summary page pulls on a main data source page. The main data source page pulls a figure for each fund line from  a fund balance report for each of three years.  The main data source page has the 5 major categories as well.  I would like to be able to create this report in NXT.  Example,  one of the 5 major categories is Annual. The report shows Annual giving for three years. One subcategory under annual is Corporate and Individual, which in turn has about 8 sub headings. Another subcategory is Church, with about 6 sub headings. Any one of the subheadings could correspond and pull on multiple funds in the main source page. It is helpful to be able to see 3 years at a time for these lines.