Have a report that will output year on year giving for a group of constituents


  • Rachel Kulsdom
  • Sep 21 2026
  • Reviewed: Voting Open
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  • Guest commented
    21 Sep 10:00

    invaluable I would say

  • Rachel Kulsdom commented
    21 Sep 09:17

    A report where you attach a group of constituents and you can output a summary of their total giving for each year - choosing calendar or fiscal years, and you choose how many years to include (not a limited number though) and it outputs one row per constituent, and the years across the top like a table, and amounts in each row. You must be able to select which gifts to include, like other reports. Currently to do this you need to build a query and output gift summary multiple times, applying your criteria to each summary of gift types and dates.