Donor Total Summary Export

This report is generated from the Main Menu under Administration > Reports > Donor Total Summary Export. When generating the report, you select the date, number of years to compare, Fund (optional), Campus (optional), and Median Minimum Total. The report will combine family totals as a unit.

http://i.tpsdb.com/./2018-05-15_08-56-21.png

Input Dialog

This export will generate an Excel workbook with 3 tabs to analyze your contributions by year based on the following:

Tab 1 - MemberNon

This page contains separate totals for Members and NonMembers with dollar amounts and the number of donor units, along with the mean and median for each.

http://i.tpsdb.com/./2018-05-15_09-28-14.png

MemberNon

Tab 2 - BySize

This page contains columns for dollar amounts from <=1K, 5K, 15K, 25K, 50K, 100K, and >100K showing dollar amount totals and the number of donor units.

http://i.tpsdb.com/./2018-05-15_09-29-26.png

BySize

Tab 3 - ByAge

This page contains columns for ages ,= 25y, 35y, 50y, 65y and >65y showing dollar amounts and number of donor units.

http://i.tpsdb.com/./2018-05-15_09-30-26.png

ByAge

© 2018 TouchPoint Software, LLC.  All rights reserved.