The Reports Menu

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Note that unless specified otherwise, all reports show data only for the current year, as selected with the Maintenance à Change Year option.

 

The Reports à Donor Sub-Menu

The Reports à Donation Sub-Menu

The Reports à Receipt Sub-Menu

The Reports à Category Sub-Menu

Creating Custom Reports

 

The Donor sub-menu contains reports that are either per-donor, or that show groupings of donors (e.g. totals by donor categories). They may contain donation information, but they will be totalled by donor.

 

The Donation sub-menu contains either reports that list individual donations, or that summarize donations by their categories.

 

The Receipt sub-menu contains reports on receipts that have been issued.

 

The Category sub-menu contains reports that list your donor and donation categories.

 

The Custom Reports option allows you to create simple custom reports by picking columns from lists.