Donor Summary Report

The Donor Summary report calculates the amount given by the donor for all the funds selected for the given time period.

To run the Contribution Summary report:

1. Expand the Contributions menu.
2. Click on Reports.
3. Click Donor Summary on the left sidebar.
4. Click on the Criteria tab. From the criteria tab, select the date range that you wish for this report. 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 summary report for all members who have given to the building fund. On this report we want to see donor name, address, total, number of gifts and average gift.

1. Highlight Donor Summary on the left sidebar.

2. From the Criteria tab, select “This Month” from the date range drop down.

3. Click on the Who tab. Select Association from the “Run for” drop down box. Click on Member to move that value to the Selected column.

4. Mark the box for “Combine Families” if you want contributions from families lumped together.

5. Click on the What tab. Click on Building to move that fund to the Selected column.

6. Mark the box to include non-cash gifts if you want to include property gift amounts in the report as well.

7. Click on the Columns tab. Drag address, city and state fields from the left side column to the Selected column on the report.

8. 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 SAVE SET to save the list of people for use later within Roll Call.
9. Click CREATE LABELS to create address labels (3 across 10 down size) for this list of people.
10. Click WRITE LETTER, to compose a mail merge letter to this list of people.
11. Click EMAIL to send an email to this list of people or to email the report to another individual. If you choose Email people, it will send the email to everyone listed in the report.