Family Contributions Report

This article provides steps to run a Family Contributions Report.

A staff member can run a Family Contributions Report to view a list of families who have donated. 

 

Complete the following steps to run a Family Contributions Report:

1. From Directory click on Reporting.

2. Click on the drop-down menu to view the Report Types.

3. Select Family Contributions from the menu.
 


4. Begin configuring the report filters.
 


5. Select a standard Date Range of the last 7 days, last 30 days, year to date, last year or select a custom date range.
 

 


6. Select Active or Inactive for the Family Status or click on Select All.
 


7. Select custom Tags if desired. Multiple tags can be selected.
 


8. Click on Run Report.
 


Note* Results display in alphabetical order by Family Name.
 


The report can be downloaded by clicking the cloud and arrow icon.
 


If the report needs to be reconfigured, make the necessary changes and click on the refresh button.
 



Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.
 

 

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