Sum by year and month


The Sum by year and month view is a view that will show you contributions for each year, broken down by month. Each year has three rows of information, Total given, Not from pledges, and From pledges, and each row will show you the total number of contributors you had for that year in that category, the total for the year in that category, and the total per month in that category.

  1. You can access the Sum by year and month view by opening the contributions module, clicking on Summaries, and then clicking "By year and month."
  2. You can search for particular entries by using the search boxes at the top of the grid or filter to see only the Total given, Not from pledges or From pledges rows.  See our article on search and filter for more details on how to use these search boxes and filtering options.
  3. Clicking the print button will prepare a report grouped by year showing you Pledged, unpledged and overall totals.