How to run a Contribution Summary by Donor Report
- Navigate to the Offering module:
- Use the Navigator Bar to select Reports >Analysis.
- Use the Reports Card to select Analysis.
- Select the Contribution Summary by Donor report.
- Select the fund or funds on which you wish to report:
- Select Analysis Filters in the center top of the screen or click Next in the lower-left corner of the page to display the Analysis Filters page.
- On the Analysis Filters screen, select from each of the filters then click Report Filters in the upper right or Next.
- Select the Family Registration status: Both, Yes, No
- Select the Family Workgroup if this applies, or leave it blank to select all.
- Select one or more Family Groups.
- On the Report Filters page, fill out each field to narrow down the results to the records that you would like to analyze.
- If you want a list of donors who have given over a certain amount for all selected funds summed together, enter that amount into the minimum amount field.
- When ready, click the Run Report link at the bottom left.
- Select between PDF and Excel for the report output.
PDF version (last page) of the Contribution Summary by Donor Report
Excel version of the Contribution Summary by Donor Report
Updated