Report that totals constituent giving

Is there a way to run a report that totals donations and memberships by constituents? The Fund Activity report produces every individual transaction, so a 12 month membership looks like 12 individual transactions. I'm trying to find out total DONORS. Not transactions. Thanks!

  • Hi Abby
    You could do this via List Manager or Extraction Manager. That will give you a list of constituents which match your criteria ie the number of people, not transactions. You could import your list into Analytics or other reports for further analysis.

  • You can do this in Analytics with a widget :)

    You could do Constituent Id, Constituent name and total contribution amount, or whatever other parameters you wanted :) You can also then filter the dashboard to contribution date if you just wanted to see 2022 contribution.

    You can then see the total constituents by the number of rows, and the total amount by the grand total

    Hope that helps!