Getting a Report of Top Givers

Need a report of top givers for a period of time? Follow these steps to generate your report:

  1. Navigate to “More” > “Contributions.” 
  2. Click “Reports” on the left.
  3. Use the “Date” field to search the timeframe you’d like.
  4. Click on "Amount" in the main search bar.
  5. Click on "Search by Sum." 
  6. Click on "Group by family" if you'd like family totals
  7. Now that your list is populated, click on the "Amount" header until dollar amounts are listed from largest to smallest. 

Now you have your top givers report! 

If you are working in just one calendar year, there is no need to group by year, if you are comparing years then you would use the "Group by... (month, quarter, or year)" options. 

 

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Comments

5 comments
  • Yes, but how do I export this with contact information?

     

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  • Hey @Carly,

    You'll want to run a simultaneous report using the article below. That way you can get a report of giving, and another report for contact information that you could combine into one spreadsheet.

    https://support.breezechms.com/hc/en-us/articles/360025505154-Finding-Contact-Information-of-Individuals-in-Contribution-Reports

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  • This is two reports.  On is in alpha order by last name. The other is in the order according to how much they give.  How do I merge them?

    Also, I use Breeze so I don't have to use Excel.... because I don't know how to. I'm a pastor, not a spreadsheet expert.

     

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  • So, the lists are not identical.  One has spouses separated. The other has them together.  Both have them sorted by family in the settings. 

    I don't have time for this.  Why does Breeze not make these available together? I should be able to run this easily since it is a regular report for anyone doing stewardship drives.

    Frustration is mounting here.  Every year I go through this with Breeze.  

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  • Hey @Carly, I'm sorry for the frustration so far. I'm going to pull this inquiry into our Support channel so we can best help you there. Please be looking for an email from me soon so we can get you a good solution! :) 

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