Donor Giving by Week, Month or Year

The Donor Giving summarizes how much a donor gave by week, month or year in a spreadsheet format. The weeks, months or years are listed across the top of the spreadsheet for the timeframe you selected.

To run this report:

1. Expand the Contributions menu.
2. Click on Reports.
3. Click Donor Giving on the left sidebar.
4. Click on the Criteria tab. From the criteria tab, select the date range that you wish for this report. Next, select the Report Type: by Week, by Month or by Year. Then under the Who tab, select the donors you wish to see on the report. Do you wish to see all donors, or certain associations or certain groups etc. Once you’ve chosen who, click on the What tab. From here, select the funds you are interested in including on this report.
5. Click on the Columns tab. Choose the columns you wish to view on the report. There are default fields already set up for this report, but you can drag additional fields from the left side to the Selected column. You can rearrange the ordering in the Selected column by dragging and dropping in the order you wish to see them in the report.
6. If you’d like to change the sort order, move the columns from the Selected column to the “Sort” column.
7. Click GENERATE.

As an example, lets say we’d like a Donor Giving by Month report for all donors and we want a total of all of their contributions for the given time period. On this report we want to see donor name, birthday and amount for each month.

1. Highlight Donor Giving on the left sidebar.
2. From the Criteria tab, select “This Month” from the date range drop down.
3. Click on the Who tab. Leave “Everyone” selected.
4. Mark the box for Combine Families if you want contributions from families lumped together.
5. If you want all people listed, whether or not they gave, uncheck Only those Who Gave.
6. Click on the What tab. Click the double arrow to move all funds to the Selected column.
7. Mark the box to include non cash gifts if you want to include property gift amounts in the report as well.
8. Click on the Columns tab. Drag the birth date field from the left side column to the Selected column on the report.
9. 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 send an email of the report to another individual.