Account Summary Report

This report provides a snapshot of all activity for a constituent. You can choose whether to include relationships, user-defined fields, and recognition information. You can also limit the journal entries included in the report to the fifteen most recent entries.

Tip: You can run the report from the eTapestry Standard Reports screen or from a constituent's account. To run the report from a constituent's account record, click Generate Account Summary Report on the Quick Actions tile of the account's home page.