Summary reports are used to create reports based on development classifications to analyze giving, counts, participation, and other metrics. To add a new Summary Report in Development 3.0, perform the following steps:
- From the Development homepage, click on the All Development Summary Reports query. This query lists all of your existing Summary Reports.
- To add a new one from here, click on the organize button (+), which is next to the action button (the lightning bolt), and click "Add Record..."
- From here, fill in the necessary information: specifically, the description and classification type, and when done hit the green "Add Development Summary Report" button and you're all set! You should then see this new report show on the list with the others.