DM Reports - Diocese Reports: How to generate a Contribution History by Donor Report

How to generate a Contribution History by Donor Report


  1. Navigate to the Diocese Reports page using one of the following pathways: 
    • On the Navigator Bar, expand Reports (click the down-arrow), then select Diocese.
    • Select the Diocese page link listed on the Reports Card.
  2. Use the dropdown to select the Contribution History by Donor Report. Enter the year through which you'd like to see the data and then choose the Donor Type from the dropdown menu pictured below.
    • This image gives examples of the options for Donor Type.
  3. Once all selections have been made, use the export action button (top right) then choose from the following two options:
    • PDF will save a PDF version of the report to your computer. 
    • Excel will save a CSV file of the report to your computer.
  4. For additional information on the diocese reports, click here.

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