Hi Everyone,
I am looking for a way to easily view the cumulative giving of individuals and households across multiple funds/campaigns for a specific period. For example, to see the sum of all of Mr. Smith's contributions between January 2021 and March 2021.
Is there something that I'm missing in the output options for contributions, or will this require some custom coding to be able to report? Does anyone have a trick to output this information easily?
Thanks!
Annie
Annie Slade,
You might try the
Donor FY Giving Summary Report in the Development Report Catagory.
This report does require the creation of a list to select the patrons you want to report on.
If you are willing to pick up a more powerful tool to do this kind of analysis across your patron base, have you look at Tessitura Analytics? This does not require traditional custom coding to do the report. However, it does have a bit of a learning curve.
This video might help get you started.
This web page can be helpful.
These online groups can be helpful.
Let us know how you are getting on. Others may have great ideas around how you might use other reports or list and output sets to answer the questions as well.
--Tom