The Giving by month/year report is useful for making comparisons between months, between years, and between funds in those time periods. This report will let you select a group of people, a date range, what funds should be considered, and then see totals by month or by year, either for all the selected funds together, or each fund you select individually.
- To access the Giving by month/year report, open the Contributions module, click on Other Reports, and then, click "Giving by month/year".
- Select which group of contributors you want to consider for this report in the "Who" box. Options include (all envelopes), Active Envelopes, Inactive envelopes, among others. You can also select a particular subgroup by choosing the "* For a subgroup" option", a particular list or grade by choosing the "* For a list or grade", or for a particular household or person by selecting the "* For one household" or "* For one person" respectively.
- Set the date range for your report in the "Given from" boxes.
- Select which funds you would like to include on your report in the "Funds" box. Check off only the funds you'd like to include on the report. If you're having trouble finding a particular fund, start typing the fund name in the "Type here to search..." box, and the fund will be highlighted. If you don't want to see any inactive funds in the list, make sure you check the "Hide inactive funds" box.
- In the format box, choose what style of report you'd like to prepare.
- Monthly Comparison - This report will show you the total given to all selected funds combined for each month within the date range, broken out by pledged giving, unpledged giving, total giving, and what percentage of your grand total each month makes up. If you have multiple years selected, then the totals of each of the same months from each year will be added together. For example, if you're running this report for January 1, 2019 to December 31, 2021, then you'll see the combined total for each January together (January 2019+January 2020+January 2021).
- Yearly Comparison - This report will show you the total giving for each year in the date range of your report, broken down by pledged giving, unpledged giving, total giving and what percentage of your grand total each year makes up.
- Monthly Comparison by Fund - This report will show you the total giving to each fund you selected, broken out by month, over the date range of the report. If you select multiple years, then the totals of each of the same months from each year will be added together. For example, if you're running this report for January 1, 2019 to December 31, 2021, then you'll see the combined total for each January together for each fund (January 2019+January 2020+January 2021).
- Yearly Comparison by Fund - This report will show you the total giving for each year to each fund over 10 years from the beginning of your date range. You'll see the yearly total for each fund, the overall total over the 10 years shown, and the percentage each fund makes up of your grand total.
- Click print to generate your report.
