The Contribution History by Donor report in ParishSOFT provides detailed giving data across selected funds and timeframes. This guide walks you through customizing filters—such as donor types, organizations, and end year—to generate insightful reports that support stewardship tracking and donor engagement.

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 History by Donor report.
   

• Diocesan Users will see a slightly different screen that allows them to select from different report types.
• 
• LYBUNT - Last Year But Unfortunetly Not This (year)
• SYBUNT - Some Year But Unfortunately Not This (year)
• 

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. Select the Report Filters page, or click Next. Fill out each field to narrow down the results to the records that you would like to analyze. When ready, click the Run Report link at the bottom left.
   Image of report filters:
7. Select between PDF and Excel for the report output:
   • PDF:
   • Excel:

Updated October 13, 2025 16:52