Exporting Totals by Year - Contact Report

Reporting
Follow these steps to export Donation Transactions with Yearly Totals across (5 years).
  1. Reports > Contacts
  2. General Tab: Output: Export
  3. Transactions Tab:
    1. Category: Donation
    2. Date Filter: Last 5 Years (e.g. 1/1/2019 - 12/31/2023)
    3. Other Options: 
      1. Filter Type: Choose Limit, the default (which is the most common need).
        • Limit: Limit the results to show only the contacts that have these donations.
        • Show: Show the Totals on the result, but don't limit. This will include all contacts regardless of their donations.
        • Exclude: Only show contacts that don't have these donations.
      2. Export Total Column: Optional is you also want the total of all 5 years.
      3. Export Columns by Years: Check this to show column totals for each of the five years.
  4. Columns Tab. Check any additional fields related to the contact that you want exported (Email, Phone, Address, etc.)
  5. Click OK
 
Article ID: 3787, , Modified: November 29, 2023 at 10:28 AM

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