Don't miss our Annual CDM+ User Conference Early Bird Pricing! Offer Ends July 31st. Click here to learn more!
Contributions
Contributions
Breadcrumbs

How to print a Contribution Forecast Report

  1. Go to Reports → Contribution Reports → Recurring Contributions → Recurring Contributions Forecast.

    Navigation to Recurring Contribution Forecast report


  2. First, set the Date Range.

    Recurring Forecast report window with the date range highlighted.


  3. Leave Sources and Giving Funds set to All.

    Recurring Forecast Report with the Sources and Giving Funds options highlighted.


  4. Under Report, you can set your Report Options, Sort Order, and choose Giving Unit Selection.

    Recurring Contribution Forecast window with the Report menu highlighted on the left sidebar.


  5. Click Refresh in the upper right-hand corner of the window to get results.

    Recurring Contribution Forecast report with the Refresh button highlighted.


Here is an example of the Report by Giving Unit

worddav7d568f7251c4067dc90bb8fbce43c980.png