We would like to begin listing our donor in our performance program. Is there a way to pull a report of all donors within a specific time period with a total giving. So far I have only been able to pull a report that will list a separate line for each gift but not a total for the year.
The best report to roll up gifts is the Campaign Comparison Report. Even if you don't care about comparisons, you can just pay attention to the first column totals for each person. Select every Campaign for which you received gifts in your date range, select the date range, then put some other campaign into Group 2 (any campaign!). The Group 1 Amount column will have the cumulative totals for each person.
Even though this is a great place to start I am still in the habit of using Names -> Program Names and manually assigning levels to donors. Listings get changed so much I find it easier to use reports/lists to update my manual program listing vs. trying to squeeze manual changes into a report's listing.
-- Mike