mich

Reports · Step 1 of 4

Run a donor giving report

List everything one donor has given over a date range, with totals.

Basic

This is the report to run before a thank-you call or an ask: everything one donor has given, over a period you choose.

1. Set the query

Go to Reports, then the Donor Giving tab.

The Donor Giving query panel with a donor selected, a From and To date, and the Show Totals checkbox

Leave Donor (A) blank to include everyone. Show Totals (D) adds a totals row at the bottom.

The From (B) and To (C) dates work the same way across every report: leave one blank and that end of the range is open.

2. Run it

The Actions panel with Run Report outlined, above Clear Report, Export CSV and Print
The report results listing individual gifts with dates, amounts, designations and a totals row

3. Take it out

Export CSV writes the result to a file, and Mich asks where to save it. The export is the report as run, filters and all, so it opens in a spreadsheet exactly as it appears here.

Print sends the same result to a printer.

Filters

The Add Filter button builds the same stacked filter rows as the list views, on top of the query panel above. See Find a donor for how those rows work.