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Contribution Analysis report

Article ID: 117
Last updated: 11 Jun, 2009

Contribution Analysis Report displays receipts with Type = Contribution for a specified time period.  This report is useful if you are looking for a statistical breakdown on the contributions received.  This report will show you percentages, averages, highest, lowest and other useful statistics about your contributions.
Report Options:

  • Select the Start Date and End Date of the report.
  • Enter a number in the Display Top field to limit the report to only show the highest number of contributions for the specified time period.
  • Select Yes from the Include Memo drop-down list to include transactions with Sub-Type = Memo in the totals
  • Click View Report to generate the report based on the parameters selected.
  • The top of the reports displays general contribution statistics for this report.
  • The list of contributors (per how many you chose to display) are listed in the bottom of the report page.
  • Click the plus or minus sign next to the contributor’s name to view the associated transaction(s)
  • Click the contributor’s name to open their entity record.
  • Select an export format from the drop-down list, and then click the Export link.

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Article ID: 117
Last updated: 11 Jun, 2009
Revision: 1
Views: 622
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