The Comparison Report will show summaries for two time periods and also shows the variance between the time periods as either a percentage or dollar amount. The Summaries Report will show summaries for up to five time periods. Users are able to select one field to use for the comparison or summary. While Constituent names do not appear on this report, some users have noticed that their report totals do not match when running the report for selected Constituencies compared to all Constituencies. This occurs when the option to use only the Primary Constituency is specified on the Format tab, under Detail.
These reports are not comparable because the report based on all Constituencies pulls from the Primary Constituency Code, whereas when a user selects to run the report on one, specific Constituency Code, the report shows totals based on that code regardless of if the code specified is the Constituent's Primary Constituency Code.
For example: - Suzie gave $1000 and has a Constituency Code of Alumni (Primary) and a Board Member. - Bob gave $500 and has a Constituency Code of Board Member (Primary) and Alumni.
If the report is run to include selected Constituency Codes, the report totals are based on that one Constituency Code regardless if the Constituency Code selected is the Primary code listed on a Constituents' record. Therefore, if a user runs the report for Alumni, the following totals will appear. Alumni - $1500
Note: Because Suzie and Bob have a Constituency Code of Alumni, they are both included. The same holds true when running it for Board Members.