PSFS Offering - Reports: How to run a detailed report of all people who have not given in the past year (Non-Contributor Report)

How to run a detailed report of all people who have not given in the past year

  • The easiest way to check for non-givers is in Offering Reports. From there you can select Contributions from the Category menu and then Summary from the Report Menu
  • Then you can select all relevant funds A:
  • Then select the date range1 you'd like. Place 0.00 for minimum and $0.00 for maximum2. Set the membership filters3 you'd like and then make sure you check the boxes for Include $0 Contributions4 and Include Non-Givers in Report5:
    2017-12-01_11-06-12.png
  • Then select2 all the givers1 and click View Report3:
    2017-12-01_11-08-37.png

(If the report does not generate in a new window, and it appears that nothing happened, your pop-up blocker is most likely turned on. This will need to be turned off to run our reports. You must disable pop-up blocker within your browser settings)

  • To get the number of non-givers, go to the last page of the report, at the bottom it will say "Summary" and then give you the number of families that do not give. 
  • If you need to export this list to Excel format, save the document as a CSV, it will download to your computer, and then you can open it:
    Gabriella_1.png

 


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How to create a report of contributions posted to a specific fund

How to create a report of contributions sorted by fund

How to create a report of today's postings

How to export a contribution list to an excel file

How to print contribution statements for non-givers

 

 

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