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:
- Navigate to Giving.
- Click “Reports” on the left.
- Use the “Date” field to search the timeframe you’d like.
- Click on the "Amount" dropdown.
- Click on "Search by Sum."
- Click on "Group by Family."
- Click on "Group by Year."
Video Overview