DMO Reports - Analysis Reports: How to run a Contribution Summary by Donor Report

How to run a Contribution Summary by Donor Report

  1. Go to the Analysis Reports page.
    • Using the Navigator Bar, select Reports → Analysis.
      -or-
    • Using the Reports Card, select Analysis.
      Nav_2_Analysis_reports_shrnk_80.png
  2. Select the Contribution Summary by Donor report.
    Select_Contribution_Summary_by_Donor_Report_1.png
  3. Select the fund or funds on which you wish to report. Then, click 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.
    All_Analysis_Reports_Select_Funds_page.png
  4. 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.
      All_Analysis_Reports_Analysis_Filters_and_Next.png
  5. 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.
      • You may select from one to all funds. 
      • The report will sum all giving for the selected funds together from each donor.
    • When ready, click the Run Report link at the bottom left.
      Report_Filter.png
  6. Select between PDF and Excel for the report output.
    PDF_or_Excel.png

    PDF version (last page) of the Contribution Summary by Donor Report
    PDF.png




PDF version of the Contribution Summary by Donor Report
Excel.png

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