This solution provides a way to show yearly summary of giving per giving unit. It is ideal when trying to analyze giving in preparation for a capital campaign.
To display a summary of giving per year:
- Open the Reports & search for Core Giving Records (G1050).
- Select the following:
- Occurring within this Date Range: custom
- Occurred on or After: enter the start date for the date range of the report
- Click Get Occurring on or After this Time
- Occurred on or Before: enter the end date for the date range of the report
- Click Get Occurring on or Before this Time
- Occurring on or After this Time: choose -Ignore this-
- Occurring on or Before this Time: choose -Ignore this-
- Belonging to these Batches: choose -Ignore this-
- Contributor Columns to Display: choose Giving Unit Full Name
- Display Total $ Amount: choose Yes
- Click Additional filters
- Breakdown Amount into Columns of This Time Unit: choose Year
- Click Run report.
Updated