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Learn · Chapter 8

Reports

Answer questions about giving, pledges, campaigns and attendance, and export the answers.

Eight built-in reports, each with its own query panel. All of them filter, total, print and export to CSV the same way, so learning one teaches you the rest.

ReportAnswers
DonorsWho is in my database?
Donor GivingWhat has this donor given, and when?
Donor PledgesWho has promised what, and who is behind?
Monthly / Yearly TotalsHow does this period compare with the last?
Campaign / Designation SummaryHow much came in for this drive, or this fund?
GeneralCross-entity questions the others do not cover
Event Donor AttendanceWho was invited, and who came?
Event Total AttendanceHow did each event perform?

Tutorials in this chapter

1 Run a donor giving report List everything one donor has given over a date range, with totals. Basic 2 Run a pledge status report See what each donor promised, what they have paid, and what remains. Intermediate 3 Summarize by campaign or fund Total giving grouped by drive or by designation over a date range. Intermediate 4 Report on monthly totals Compare giving period by period, narrowed by campaign, appeal or gift type. Intermediate