Explore by Contributors

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The Contributors section of the "Explore" tab in the Contributions module of Shepherd's Staff allows you to quickly see totals of different categories of contributors, as well as see your annual giving by different groups of contributors.

  1. To access the "Explore by Contributors" view, open the Contributions module, click on the "Explore" tab, and then click on the "Contributors"  section.
  2. This view contains two views that you can switch between in the "Show" field are:
    • By category - This view shows the total number of envelopes in different categories, such as how many shared envelopes are in your database, envelopes to be renumbered, to skip being renumbered, active, inactive, removed, member and non-member envelopes.
    • By membership, giving - This view shows your annual giving by different groups of contributors, including Members, non-members and contributions credited to loose/plate offerings
  3. In the "By category view", if you want to see what envelopes are a part of each group, in the table below the graph, you can click on the category you want to know more about, and click "Givers". Click the "Summary" button to return to the first table.
  4. Click "Copy" to copy the graph to the Windows Clipboard so you can copy the graph to another program, and clicking the "Export" button will export the table to your spreadsheet program
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