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This is a summary report of your contributions grouped by contribution type (by default) over a given date range

Report Columns

  • Contact Name

Optional Columns

  • Contributor email
  • Contributor phone
  • Contribution Type
  • Contribution Source
  • Total amount
  • Average contribution amount
  • Number of contributions

Filters

  • Recieved Date
  • Min/Max Total Amount
  • Group

Default Values

  • Start Date is beginning of year

URL options

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

Group By (summarize by...)

For this report (and I think other summary reports) - the property selected from this list drives the Grouping used for aggregating values. We need to think about whether we allow them to choose more than one GROUP BY column for summary reports??

  • Contribution Type
  • Contribution Page ("campaign")
  • Contribution Source
  • Group (contributions from contacts who are a member of this group or these groups)
  • Tags (contributions from contacts with this tag or these tags)

Sub-total columns (within the groupings ?)

Date (day/week/month/quarter/year)

Other Options

Include Grand Totals (for all columns) (e.g. total amount, number of contributions, etc. as selected above)

Category

  • CiviContribute

Permissions

  • access CiviContribute
Labels:

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