In This Article:

    Cumulative Giving Report

    In This Article:

      The Cumulative Giving Report allows you to easily run a report based on the Giving Levels you configured in DonorPro. This report will show the total amount of donations a constituent has made within a specified time range.

      1. To open the Cumulative Giving Report, select Reports, Gifts and then Cumulative Giving from the main menu.                                                                                       

      2. The time frame of the Cumulative Giving Report is based on the gift received date. Select the time frame by choosing one of the radio buttons and selecting the Go button. If you would like to specify a different time frame, you may select the From/To radio button and enter the specific date range for which you are looking.

      3. The Title field is automatically populated with your company’s name which you entered on the configuration screen; you may also edit the Title field. You may add a Subtitle to your report.

      4. Under the Title and Subtitle, you may select which options you would like to include or exclude in your report: Consolidate Spouses, Include Soft Credits, Include Donations, Include Pledges, Include Pledge Payments, Include Matching Payments and/or Include Deceased Constituents.

      NOTE: You must select one of the Include options in order to run the report.

      1. You may also choose to filter on certain Funds, Campaigns and Appeals.

      2. Once you have entered configured the report to your needs, select the Refresh button to return the Cumulative Giving Report data. Donors are returned in the corresponding categories that you created in the Giving Level tab under Configuration.

      NOTE: If anyone falls outside of the Giving Levels you created, they will be returned in a DonorPro configured field, Others.

      7. By selecting from the icons at the bottom of the left hand panel, you may choose to View this report in your browser, copy to your clipboard, save or print this report.

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