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How Do I Run a Report of Cumulative Donation Totals by Year per Individual?

You may view a report of cumulative Donation totals by year per individual by running the Gift Detail Report by Date Range report in the Reports module. This report provides information on donations made by a specified donor within a specified date range. Note that this report returns ALL individuals for an entity and their donations for the specified range. You may also use a modified version of the query Donations by Fund and Date Range in Query Central if you want to only use specific individuals.

To run the Gift Detail Report by Date Range report:

  1. Goto the Reports module, select Reports Central.
  2. In the Module drop-down, select Fundraising.
  3. In the Category drop-down, select All.

  1. Click the Go button to run the Gift Detail Report by Date Range report.