1. Navigate to the Offering module:
   • Use the Navigator Bar to select Reports >Analysis.
   • Use the Reports Card to select Analysis.
     
2. Select the Contribution Summary by Donor report.
   
3. Select the fund or funds on which you wish to report:
4. 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.
5. 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.
     
6. 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.
     
7. 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 March 14, 2025 14:51