Analysis Reports Setup

The analysis reports are ready-made reports that are easy for you to customize. Simply select options that define the structure and contents of the report you want to create.

Contribution Details Report

The options used to set up a Contribution Details report are listed below.

An asterisk (*) indicates required information.

Select Fund(s)

Select the checkbox to include $0 (zero-dollar) contributions in the report.

Analysis Filters

Select options for the following filters:

Family Registration

Filter the data by the family's registration status. In the dropdown list, select one of the following:

Yes: includes registered families only in the report.
No: includes non-registered families only in the report.
Both: includes both registered and non-registered families in the report.

Family Workgroup

Select One or more Family Groups

Report Filters

Select options for the following filters:

Receiving Envelopes *

Filters the report to include or exclude families or members that have the Send Envelope checkbox selected in their Family Directory record:

Yes: include families or members that have the Send Envelope checkbox selected.
No: include families or members that do not the Send Envelope checkbox selected.
Both: include families or members that have the Send Envelope checkbox selected and those that do not.

Start Date *

Sets the start date of the date range for contributions to include in the report.

End Date *

Sets the end date of the date range for contributions to include in the report.

From Amount

If specifying a dollar range of contributions to include in the report, enter the lowest dollar amount in the range.

To Amount

If specifying a dollar range of contributions to include in the report, enter the highest dollar amount in the range.

Giving Source

Lets you filter the report by the method used to bring contributions into your system, for example, ParishSOFT Giving. In the dropdown list, select one of the source options.

Include $0 Contributions checkbox

Select the checkbox to include $0 (zero-dollar) contributions in the report.

Sort By *

Lets you specify which data the records in the report should be sorted on. Select one:

Last Name: sorts the data in alphabetic order by givers' last names.
Total Contribution Amount: sorts the data in numeric order by the total contribution amount.

Sort Direction *

Lets you specify the order in which the "sort by" data is presented in the report.

Ascending: sorts the data in ascending order (alphabetic data from A to Z; numeric data from lowest to highest 0 - 9). For example, if you select to sort by givers' last names, the data is sorted in alphabetic order (from A to Z) on Last Names.
Descending: sorts the data in descending order (alphabetic data from Z to A; numeric data from highest to lowest 9 - 0). For example, if you select to sort by total contribution amount, the data is sorted in numeric order (from highest to lowest) on Total Contribution Amount.

Contribution History By Donor Report

The options used to set up a Contribution History by Donor report are provided below. In the list below, click the setup option to view its description.

An asterisk (*) indicates required information.

Select Fund(s)

The funds list shows the names of funds you can select to include in the report. You must select at least one fund. To select all funds, select the checkbox to the left of the the Fund Name header.

The list includes only those funds you have permission to access.

Analysis Filters

Select options for the following filters:

Family Registration

Lets you filter the data by the family's registration status. In the dropdown list, select one of the following:

Yes: includes registered families only in the report.
No: includes non-registered families only in the report.
Both: includes both registered and non-registered families in the report.

Family Workgroup

Lets you filter the data by family workgroup memberships. In the dropdown list, select the family workgroup that contains the givers you want to include in the report. Options listed vary depending on the workgroups created by your organization.

Select One or more Family Groups

Lets you filter the data by family group membership. In the dropdown list, select the checkbox next to each family group that contains the givers you want to include in the report. Options listed vary depending on the family groups created by your organization.

Report Filters

Select options for the following filters:

End Year

The last year in the four-year reporting period. For example, if you want to generate a report for 2017 through 2020, enter 2020 for the end year.

Report Type *

Select the type of report you want to create:

All Donors: includes all donors who donated to the selected funds.
LYBUNT (Last Year But Unfortunately Not This Year): includes all donors who made contributions in the year prior to that entered into the End Year field but not in that year. For example, if 2020 is entered for the end year, the report includes donors who made contributions in 2019 (the year prior) but not in 2020.
SYBUNT (Some Year But Unfortunately Not This Year): includes donors who made contributions in one or more years prior to the year entered into the End Year field but not in that year. For example, if 2020 is entered for the end year, the report includes donors who made contributions in any previous year but not in 2020.
New Donors: includes donors who made contributions in the year entered into the End Year field but not in any of the three years prior (includes donors who pledged in prior years but never made payments). For example, if 2020 is entered for the end year, the report includes only those donors who made contributions in 2020.
Pledge Report: provides a view of donors' pledge data over the specified four-year period.

Contribution History by Fund Report

The options used to set up a Contribution History by Fund report are provided below. In the list below, click a setup option to view its description.

An asterisk (*) indicates required information.

Select Fund(s)

The funds list shows the names of funds you can select to include in the report. You must select at least one fund. To select all funds, select the checkbox to the left of the the Fund Name header.

The list includes only those funds you have permission to access.

Analysis Filters

Select options for the following filters:

Family Registration

Lets you filter the data by the family's registration status. In the dropdown list, select one of the following:

Yes: includes registered families only in the report.
No: includes non-registered families only in the report.
Both: includes both registered and non-registered families in the report.

Family Workgroup

Select One or more Family Groups

Report Filters

Select options for the following filters:

End Year

In this field, enter the end year for contributions included in the report. For example, if you want to obtain contribution totals for months, quarters, and the year 2019, enter 2019 into the field.

One Fund Per Page

Multiple Funds Per Page

Contribution Summary by Donor Report

The options used to set up a Contribution Summary by Donor report are listed below. In the list below, click the setup option to view its description.

An asterisk (*) indicates required information.

Select Fund(s)

The funds list shows the names of funds you can select to include in the report. You must select at least one fund. To select all funds, select the checkbox to the left of the the Fund Name header.

The list includes only those funds you have permission to access.

Analysis Filters

Select options for the following filters:

Family Registration

Lets you filter the data by the family's registration status. In the dropdown list, select one of the following:

Yes: includes registered families only in the report.
No: includes non-registered families only in the report.
Both: includes both registered and non-registered families in the report.

Family Workgroup

Select One or more Family Groups

Report Filters

Select options for the following filters:

Receiving Envelopes *

Filters the report to include or exclude families or members that have the Send Envelope checkbox selected in their Family Directory record:

Yes: include families or members that have the Send Envelope checkbox selected.
No: include families or members that do not the Send Envelope checkbox selected.
Both: include families or members that have the Send Envelope checkbox selected and those that do not.

Start Date *

Sets the beginning date of the date range for contributions to include in the report.

End Date *

Sets the end date of the date range for contributions to include in the report.

From Amount

Enter the minimum contribution amount for donors included in the report.

To Amount

Enter the maximum contribution amount for donors included in the report.

Giving Source

Lets you filter the report by the method used to bring contributions into your system, for example, ParishSOFT Giving. In the dropdown list, select one of the source options.

Include $0 Contributions checkbox

Select the checkbox to include $0 (zero-dollar) contributions in the report.

Include Non-Giving Families checkbox

Select the checkbox to include the names of non-giving families in the report.

Sort By *

Lets you specify which data the records in the report should be sorted on. Select one:

Last Name: sorts on the last name of donors.
Total Contribution Amount: sorts on the total contribution amount.

Name Format *

Lets you select how format to use for the donor's name. Select one:

First and Last Name: pulls the name from the First Name(s) and Last Name fields in the family record. The name is formatted as follows: First Name, Last Name. Example: Addyson Abbott.
Formal Mailing Name: pulls the name from the Formal Mailing Name field in the family record. Typically, the name is formatted as follows: Title, First Name Last Name. Example: Ms. Addyson Abbott.
Informal Mailing Name: pulls the name from the Informal Name field in the family record. Typically, the name is formatted as follows: First Name Last Name. Example: Addyson Abbott.

Contribution Summary by Fund Report

The options used to set up a Contribution Summary report are listed below. In the list below, click a setup option to view its description.

Select Funds(s)

The funds list shows the names of funds you can select to include in the report. You must select at least one fund. To select all funds, select the checkbox to the left of the the Fund Name header.

The list includes only those funds you have permission to access.

Analysis Filters

Select options for the following filters:

Family Registration

Lets you filter the data by the family's registration status. In the dropdown list, select one of the following:

Yes: includes registered families only in the report.
No: includes non-registered families only in the report.
Both: includes both registered and non-registered families in the report.

Family Workgroup

Select One or more Family Groups

Report Filters

Select options for the following filters:

Receiving Envelopes *

Filters the report to include or exclude families or members that have the Send Envelope checkbox selected in their Family Directory record:

Yes: include families or members that have the Send Envelope checkbox selected.
No: include families or members that do not the Send Envelope checkbox selected.
Both: include families or members that have the Send Envelope checkbox selected and those that do not.

Start Date *

Sets the beginning date of the date range for contributions to include in the report.

End Date *

Sets the end date of the date range for contributions to include in the report.

From Amount

Enter the minimum contribution amount for donors included in the report.

To Amount

Enter the maximum contribution amount for donors included in the report.

Giving Source

Lets you filter the report by the method used to bring contributions into your system, for example, ParishSOFT Giving. In the dropdown list, select one of the source options.

Include $0 Contributions checkbox

Select the checkbox to include $0 (zero-dollar) contributions in the report.

Include Non-Giving Families checkbox

Select the checkbox to include the names of non-giving families in the report.

Dollar Range

The options used to set up a Dollar Range report are listed below. In the list below, click a setup option to view its description.

Select Funds(s)

The funds list shows the names of funds you can select to include in the report. You must select at least one fund. To select all funds, select the checkbox to the left of the the Fund Name header.

The list includes only those funds you have permission to access.

Analysis Filters

Select options for the following filters:

Family Registration

Lets you filter the data by the family's registration status. In the dropdown list, select one of the following:

Yes: includes registered families only in the report.
No: includes non-registered families only in the report.
Both: includes both registered and non-registered families in the report.

Family Workgroup

Select One or more Family Groups

Report Filters

Select options for the following filters:

Start Date *

Sets the beginning date of the date range for contributions to include in the report.

End Date *

Sets the end date of the date range for contributions to include in the report.

Amount Ranges

Specify the contribution amount using the ‘Greater Than or Equal To’

Revenue Projection Report

The options used to set up a Revenue Projection report are listed below. In the list below, click a setup option to view its description.

Select Funds(s)

The funds list shows the names of funds you can select to include in the report. You must select at least one fund. To select all funds, select the checkbox to the left of the the Fund Name header.

The list includes only those funds you have permission to access.

Analysis Filters

Select options for the following filters:

Family Registration

Lets you filter the data by the family's registration status. In the dropdown list, select one of the following: