This report lists contributors and their offering totals to selected funds for a specific date range. This report is useful to run at Year-End to see giving totals either by envelope, household or fund.
- Access this report by going to Reports and selecting “Contributions by Contributor/Fund/Household.”
- Choose to run this report for all contributors or just a Subgroup.
- Enter the date range for which you want to run this report.
- Select how you want the report to be sorted or grouped.
- You can print Pledge information by checking the “Include Pledge Summary” box.
- “Include Next Year’s envelope number” by checking that box.
- This report can be run for All Funds or select specific funds by clicking the Funds button.
- After entering all the Settings, click Preview to view the report or click Print to send the report directly to the printer.
