Donations by Group - displays one row per group; includes data about the group as well as summary statistics regarding the donation transactions made by members of the group
Donations by Donor - displays one row per donor; includes donor contact information as well as summary statistics regarding their donation transactions
To run either of these reports, follow the steps below:
- Fundraising>Donation Management
- Click Donation Reports
- From the drop-down window, select either Donations by Group or Donations by Donor (In either cases, you select the report you would like to run and then work through a series of filters that allow you to narrow the focus of your report, if desired.)
- Select the desired filters on each step, choosing the desired group on step 8.
- On step 11, give your report a label and click Submit Report