Contributions by Contributor / Fund / Household

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This report lists contributors and their offering totals to selected funds for a specific date range.

The many “Sort by” options allows this report to be broken down by Envelope, Fund or Household.

  1. Access this report by going to Reports and selecting “Contributions by Contributor/Fund/Household.”
  2. Choose to run this report for all contributors or just a Subgroup.
  3. Enter the date range for which you want to run this report.
  4. Select how you want the report to be sorted or grouped.
  5. You can print Pledge information by checking the “Include Pledge Summary” box.
  6. “Include Next Year’s envelope number” by checking that box.
  7. This report can be run for All Funds or select specific funds by clicking the Funds button.
  8. After entering all the Settings, click Preview to view the report or click Print to send the report directly to the printer.

 

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