Create a custom report definition with counts

This report groups entries by account and shows a total of the number of transactions included for each account.

From Reports, select a category to store the report definition. The Edit Report Category page appears.
Under Tasks, click New Report. The Create a New Report page appears.
Under Report Basics, enter a name for the report definition. For example, enter "Transaction Count Report."
Enter a description to help other users understand how to use the report and what it contains.
Under Group Results, select Account in the Group By drop down field.
Select Show Group Totals.
Under Report Columns, select the following commonly used fields: Name, Data, Fund, Received, and Pledged.
Click Fund again to add it to the report twice.
Click the toggle button next to the second Fund field. The row expands and additional options appear.
In the Aggregate drop down field, select Count.
Rename the second Fund column. Click the column name, delete the word "Fund" and enter "Transaction Count."
Click Save and. The report is ready to run.

This report groups entries by fund and shows a total of the number of transactions included for each fund.

From Reports, select a category in which to store the report definition.
From the report category, click New Report under Tasks. The Create a New Report page appears.
Enter a name for the report definition, such as "Fund Report with Transaction Count."
Enter a description to help other users understand what the report contains and how the information should be used.
Under Report Columns, select the following commonly used fields: Fund, Name, Sort Name, Date, Received, and Pledged.
Click Fund again to add it to the report twice.
Click the toggle button next to the second Fund field. The row expands and additional options appear.
In the Aggregate drop down field, select Count.
Rename the second fund. To do so, click the column name, delete the word "Fund," and enter the name "Transaction Count."
Click the toggle button next to the Sort Name field. The row expands and additional options appear.
To sort the accounts by last name, click the ascending icon.
To hide the Sort Name column, click the eye icon.
Under Group Results, select Fund in the Group By drop down field.
Select Show Group Totals.
Click Save and. The report is ready to run.

From the Reports tab, select a category in which to store the report definition.
From the report category, click New Report under Tasks. The Create a New Report page appears.
Enter a name for the report definition, such as "Fund Report with Transaction Count."
Enter a description to help other users understand what the report contains and how the information should be used.
Under Report Columns, select the following commonly used fields: Fund, Name, Sort Name, Date, Received, and Pledged.
Click Fund again to add it to the report twice.
Click the toggle button next to the second Fund field. The row expands and additional options appear.
In the Aggregate drop down field, select Count.
Rename the second fund. To do so, click the column name, delete the word "Fund," and enter the name "Transaction Count."
Click the toggle button next to the Sort Name field. The row expands and additional options appear.
To sort the accounts by last name, click the ascending icon.
To hide the Sort Name column, click the eye icon.
Under Group Results, select Fund in the Group By drop down field.
Select Show Group Totals.
Click Save and. The report is ready to run.

This report groups entries by city and shows a total of the number of accounts included for each city.

From Reports, select a category in which to store the report definition.
From the report category, click New Report under Tasks. The Create a New Report page appears.
Enter a name for the report definition, such as "Count of Constituents by City Report."
Enter a description to help other users understand what the report contains and how the information should be used.
Under Report Columns, select the following commonly used fields: City, Name, and Sort Name.
Click Sort Name again to add it to the report twice.
Click the toggle button next to the second Sort Name field. The row expands and additional options appear.
In the Aggregate drop down field, select Count.
To sort the accounts by last name, click the ascending icon.
To hide the Sort Name column, click the eye icon.
Rename the second Sort Name column. Click the column name, delete the phrase "Sort Name," and enter the name "Constituent Count."
Under Selected Fields, click the toggle button next to the Sort Name field. The row expands and additional options appear.
Under Group Results, select City in the Group By drop down field.
Select Show Group Totals.
Click Save and. The report is ready to run.