Comparing Annual Giving by Person/Family

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

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

  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" dropdown.
  5. Click on "Search by Sum."
  6. Click on "Group by Family."
  7. Click on "Group by Year."

Example: We are looking for contributors who gave in 2017, but have not given in 2018, we are looking for names of the people who have not contributed who are active attenders.

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