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Comparative Contribution Reports

These reports add specific contribution information to the general identification information that is printed.

Actual vs Pledged

Provides a detailed look at the specific pledge FUND. Shows total pledge, giving to date, pledge to date, and status (over/under). The user may elect to include pledgers only, non-pledgers only, or both.

  1. Go to Report → Contribution Reports → Comparative → Actual vs Pledge.

    Navigation Path to Actual vs Pledge report.

  2. Actual vs Pledge report window.

  3. Sample of Actual vs Pledge Report

The report option to “Page by Frequency” applies to “Those with pledge” only.

Composite by Date

Similar to above, but provides total giving by date (either offering or deposit). The user selects funds to detail. User can also configure ranges. Great for analysis of seasonal giving trends.

  1. Go to Reports → Contribution Reports → Comparative → Composite by Date

    Navigation path to Composity by Date.

  2. Composite by Date report window.

  3. Sample of the Composite by Date report.

Composite by Giving Unit

Provides total giving by giving unit. User selects funds to detail. The user can also configure ranges.

  1. Go to Report → Contribution Reports → Comparative → Composite by Giving Unit.

    Navigation path to Composite by Giving Date.

  2. Composite by Giving Unit report window.

  3. Sample of Composite of Giving report.

Contribution Range

Ideal for showing how many give between $1 and $52, $53 and $104, and so on – but note, this report is based on total giving. User selects date range to base report on, selects fund(s) to include, and sets up the giving ranges.

  1. Go to Report → Contribution Reports → Comparative Reports → Contribution Range.

    Navigation path to Contribution Range report.

  2. Contribution Range report window.

  3. Under Report you can add ranges you want to compare.

    The Contribution Range report window with Report highlighted in the left sidebar and Report Ranges highlighted.

  4. Sample of Giving Ranges report.


History Comparison

Based upon the Giving History files. The user selects which years of history to compare. Can print totals only or details by giving unit. The user also selects which funds to include.

  1. Go to Report → Contribution Reports → Comparative → History Comparison.

    Navigation path to History Comparison report.

  2. Under Report, you can add what histories you want to compare under Report Columns Histories.

    History Comparison report window with Report highlighted on the left sidebar and Report Column Histories highlightd.

  3. Sample of History Comparison report.

Totals by Month

Provides totals, either money given or count of gifts, by month. User can select starting month – great for fiscal years other than calendar. The user can select funds to report on. This report also computes a monthly average.

  1. Go to Reports → Contribution Reports → Comparison → Totals by Month.

    Navigation path to Totals by Month.

  2. Totals by Month report window.

  3. Sample of Totals by Month report.
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