Contribution Statistics

The Contribution Statistics report breaks down contributions by age range, association and zip code, marital status and giving range. This file also outlines the number of givers by range of giving.

To run the Contribution Statistics report:

1. Expand the Contributions menu.
2. Click on Reports.
3. Click Contribution Statistics on the left sidebar.
4. Click on the Criteria tab. From the criteria tab, select the date range that you wish for this report.
5. Then under the Who tab, select the donors you wish to include in the report. Once you’ve chose who, click on the What tab. From here, select the funds you are interested in including on this report.
6. Click GENERATE.

In this example, let’s run the statistics for all donors for this year and let’s consider all funds.

1. Highlight Contribution Statistics on the left sidebar.
2. From the Criteria tab, select “This Year” from the date range drop down.
3. Click on the Who tab. Leave “Everyone” selected.
4. Click on the What tab. Click the double arrow to move all funds to the Selected column.
5. Click GENERATE to produce the report.

On the right side of the Report Output Window are actions that can be performed for the report.

1. Click on PAGE SETUP to set your printer and paper size and orientation.
2. Click on PREVIEW to preview the output. Do not send the report to the printer from this preview window, it will only send the first page to the printer.
3. To change fonts, column sizes etc., click CUSTOMIZE. The report will be displayed in 4D View, Roll Call’s spreadsheet program. Make your modifications here.
4. Click on PRINT to send the report to the printer.
5. Click ZOOM IN to make the font in the report larger on your screen.
6. Click ZOOM OUT to make the report font smaller on your screen.
7. To save the report as a tab delimited file or html document, click SAVE. Enter the location and name of the file to be saved.
8. Click EMAIL to email this report to someone.