Contents
Introduction
Giving Reports help gain insight into your giving data so you can improve your work. These are all available under Contributions > Reports. Here is where you can find the following:
- Detailed Contributions: This report provides a detailed breakdown of every contribution, with its contributor, fund, payment method and batch.
- Contributor Overview: Displays the total contributions attributed to each contributor (individual or family) over the selected period.
- Contributor By Month: Shows a month-by-month breakdown of each contributor's giving.
Click View Report to run the report you require. Note that all amounts in these reports are gross.
Detailed Contributions
This report shows you a breakdown of each contribution, with its contributor, fund, payment method and batch.
You can filter the report using the Search by Name field or the Advanced Search area, which offers the following filters:
- Search Type: All, People, Contacts, Organizations, or Anonymous
- Select Person
- Exclude Archived People
- Batch
- Giving Date Range (From / To)
- Fund
- Method
- Amount
- Note
- Groups
- Birthday/Age
- Email: Whether the contributor has an email or not
- Family Role
You can Export the report to Excel and add or remove Columns. The Export tool accounts for selected filters and columns.
Contributor Overview
With this report you can see the total contributions attributed to each contributor (individual or family) over the selected period.
You can filter the report using the Search by Name field or the Advanced Search area, which offers the following filters:
- Search Type: All, People, Contacts, Organizations
- Group the Report by Family, Individuals, or by Families without children
- Select Person
- Giving Date Range (From / To)
- Fund
- Method
- Groups
- Total given (Amount range - From/To)
You can Export the report to Excel and add or remove Columns. The Export tool accounts for selected filters and columns.
Contributor By Month
This report shows you a month-by-month breakdown of each contributor's giving.
You can filter the report by date range, group it by family, by individuals or by family without children; or filter it by fund.
You can Export the report to Excel.