Fund Overview

The Fund Overview displays all the important information about a family so you can get a quick understanding. On the Information tab, click Contributions > Fund Overview.

Note: If you would rather see the Rates/History/Keywds window when you first open a record, you can switch it with the Overview. Click the My Settings icon blue outline of computer monitor, and on the Other Screen tab, clear Show Overview as First Screen.

Fund Information

The family's fund information displays on the left. Click Total Options to select whether you see grand totals, totals through today, or totals through a certain date.

Click a piece of information to view more details or edit it. For example, if you click an activity total, you are taken to the Rates/History/Keywds window where you can edit it or add another.

To print a PDF of all the overview information, click Print. To copy the information from either the left or right column and paste it into a document or spreadsheet, right-click and select Copy Column to Clipboard.

Family, Member, and Other Fund Information

Information about the family, its members, and other funds displays on the right. Click a name or fund to go to that record's overview. If you don't want pictures to display, click Hide Pictures. Click Show Totals to view amount paid and balance due for a fund.

You can also quickly view family members from any Families window by clicking the Members drop-down list at the top.