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Provides a detailed report for constituent giving during a given date range (required).

Report Columns

  • Contact Name
  • Amount

Optional Columns

  • Contributor Address
  • Contribution Source
  • Fee Amount
  • Contribution Type
  • Contribution Page ("campaign")
  • Date Received
  • Date Receipt Sent
  • Date Thank-you Sent
  • Paid By (payment_instrument)
  • Check #
  • Transaction ID
  • Honoree (contact name)

Filters

  • Date Received (start and/or end)
  • Amount (min and/or max)
  • Contribution Type
  • Contribution Page ("campaign")
  • Paid By
  • Contribution Source
  • Contact Name
  • Contact Address
  • Contact Phone
  • Contact Email
  • Country
  • State Province
  • Group

Default Filter Values

  • start date defaults to beginning of month.

URL options

  • Current/Prior day/week/month/quarter/year

Sub-total columns

  • Date (day/week/month/quarter/year)
  • Contribution Source
  • Contribution Type

Other Options

  • Include contribution statistic (total amount, number of contributions, average amount, median amount)
  • Sort by: Contact Name (default), Date Received

Category

  • CiviContribute

Permissions

  • access CiviContribute
Labels:
  1. Mar 24, 2009

    How would you specify what graphs you wanted included? For instance, I would often want to see a pie chart breaking down contributions by region or source.


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