The Reports Menu

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

There are two ways to select the built-in reports:

Both of these ways include all of the same built-in reports. The Reports Browser is better for learning which reports are available, and what they do, whereas the sub-menus are better for quickly selecting a report when you already know which one you want.

Using the Report Browser

The Reports à Donor Sub-Menu

The Reports à Donation Sub-Menu

The Reports à One Date Donation Sub-Menu

The Reports à Receipt Sub-Menu

The Reports à Category Sub-Menu

Creating Custom Reports

Memorized 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 One Date Donation sub-menu contains reports that list details and/or summary information about the donations entered for just one date.

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.

The Memorized Reports option allows you to re-run reports memorized from the report viewer or from Custom Reports (or ones created directly via the Database à SQL Select menu option).

N.B. if you have selected not to show the field Member/Env. # in the Donor Details tab of Maintenance à Main Window Options, several reports on the Reports à Donor and Donation sub-menus that specifically include that field will not be shown, since they are not relevant if you aren't using that field.