Monthly Giving Analysis
=======================
This report runs from the Totals by Fund page. The report will present a
column for each month in the date range selected, but will report **only Primary Adults
and will combine their contributions**.
The first columns present information about the donor(s), including the **Last Gift Date** and
the **Last Attended Date** within the date range selected.


Sample Report
-------------

.. figure:: https://i.tpsdb.com/./2018-04-30_12-08-12.png
    :target: #


Create the Monthly Giving Analysis Report
-----------------------------------------

Step 1
    Go to **Administration > Setup > Special Content** and select the **Sql Scripts** tab.

Step 2
    Click the green **+New Sql Script File** button and enter the name of the script as
    ``MonthlyGivingAnalysis``.

Step 3
    Copy all of the :ref:`code below <MonthlyGivingAnalysisCode>` and paste it into the file,
    then click **Save Sql Script** at the bottom of the page.

    Do not run the script from this file. It will automatically be added to the Totals by Fund
    Report under Other Reports.

Run the Monthly Giving Analysis
-------------------------------

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

Step 2
    Select the **Campus** (or leave unspecified), **Date Range**, **Tax Status**, and **Source**.
    If you have Custom Fund Sets, select the set you want included in the report.
    You can also run this report for the Active Tag.

Step 3
    Click **Run**. Then, under **Other Reports**, select **Monthly Giving Analysis**.

    You can download to Excel. That button is at the bottom of the report on the left side.

.. note::
    The monthly totals will combine all giving for the donor(s) for all funds.
    If you want the report for a single fund or to include just a couple of funds,
    create a Custom Fund Set file and set up sets for a single fund or for multiple funds
    to report on together.

.. seealso::
    :doc:`../../TextScripts/CustomFundSets`


.. _MonthlyGivingAnalysisCode:


.. literalinclude:: Files/MonthlyGivingAnalysis.sql
    :linenos:

|
|

+--------------------+------------------+
| **Latest Update**  | **10/19/2021**   |
+--------------------+------------------+

Modify script to account for empty (not NULL) @fundset.