Creating a Contribution Report

It’s time to start using the data that you’ve collected.  Your Contributions have been imported, and Deposits have been made.  You’re wondering about the giving patterns over the last few months.  Let’s take a look at how we run those reports. 

Let’s start by navigating to the Contributions>Reports page.

In the navigation pane, you will notice the possible reports grouped by category.  Each of these has multiple editable filters once you’ve selected the type of report you want to run.  

Let’s say we’re looking to run a report for the year-to-date total for all online giving and only include those contributions from our Online payment method.

We will choose the Funds>Monthly Totals by Fund because we want to organize it by month.  

These filters work just like the Advanced Search feature found in the other tools.  

Click Run Report, and the report will render.