Comparing Annual Giving by Person/Family

Overview: We often get asked if it's possible to run a report to compare donors from year-to-year or month by month.  This can be done fairly quickly and easily through the Giving reporting page.

 To get an overview of each family's contributions year-by-year, follow these steps:

  1. Navigate to Giving.
  2. Click “Reports” on the left.
  3. Use the “Date” field to search the timeframe you’d like.
  4. Click on "Amount" dropdown.
  5. Click on "Search by Sum."
  6. Click on "Group by Family."
  7. Click on "Group by Year."


The Contributions feature has been renamed to Giving and is now located in the main menu. 

If you are viewing a video that refers to the Contributions feature, please be aware that the information provided is still helpful and relevant but that the feature is now called Giving. 

We apologize for any confusion this change may cause, and thank you for your patience and understanding as we continue to make improvements to our platform.

Example: We are looking for donors who gave in 2017 but have not given in 2018; we are looking for names of the people who have not contributed and who are active attendees.