Touchpoint Software Documentation | Export Donor Totals

Export Donor Totals

Export Donor Totals is an option on the Totals by Fund report. It generates an Excel spreadsheet with a summary of donations per person/giving unit for the specified time period.

This report is useful if you need a list showing the total amount that individual/joint donors have contributed for a given date range.

Example

If, during that time period, a contributor made 4 contributions to Missions of $25 each, and 2 contributions to General Tithe of $50 each, the report will display $200 (the total amount given) beside that donor’s name.

Note

Couples who give jointly will be listed together on the same line, with their contributions combined.

In addition to the Donor Totals Export, you have 4 other export options after running the Totals by Fund report.

Generate the Export

Step 1
Go to Administration > Contributions > Totals by Fund.
Step 2

Select the Start and End dates.

Set any other filters, such as Campus, Tax Status, Source, Unclosed Bundles.

Click Run Report

Step 3
Click Export Donor Totals

Tip

If you want to see only contributions to one specific Fund, filter for that Fund on the Totals by Fund Report before you export the Donor Totals Report.

The Export Donor Totals spreadsheet has the following columns:

  • Giver ID #
  • Count (# of contributions for that giving unit)
  • Amount
  • Amount Pledged (if pledges were made during the date range specified)
  • Name
  • Spouse Name
  • Main Fellowship Class Name
  • Church Member Status
  • Join Date
  • Address
  • Address Line 2
  • City
  • State
  • Zip

© 2018 TouchPoint Software, LLC.  All rights reserved.