Donor History Report

 View a Sample of this Report

The Donor History Report provides transactional information about one or more donors across all Donation Forms.  The report includes a detailed entry for each time a specified individual has contributed to your organization. 

Use the Donor History Report to show:

u       Transactional history for one individual across all donation forms.  The report will list each transaction made by that individual including details of each transaction.  It will also provide the total number of transactions and the total amount contributed by that individual.

u       Transactional history for a group of individuals across all donation forms.  The report will include details of each transaction by each individual in the group.  This could be a report on a named group that you select (such as High Donors) or a group consisting of all donors whose last name begins with the letter "N."

u       Transactional history for all users across all donation forms.  The report will include details of each transaction by each individual who has contributed to your organization.  This could be a very long report!

Run the Donor History Report as follows:

1.       Click Data Management on the top-level navigation bar and then select Reports from the drop-down list to open the Report Selection screen.

2.       Click the plus sign (+) beside the Donation Classic Reports folder to display the contents of the folder.

3.       Click the link for the Donor History Report.

4.       On the Report Configuration screen that opens, choose from the following options:

u       All (donors) -- will provide a report giving one transaction record for every time every donor has contributed to your site

u       Query By Name -- will provide a report giving one transaction record for every time a named donor has contributed to your site; after clicking this radio button, enter the Last Name and First Name of the donor in the spaces provided.

Note: You can also enter partial information in the Name spaces to limit the report; for example, you could enter an "N" in the Last Name field to return a report giving one transaction record for every time a donor whose last name begins with "N" has contributed to your site.

u       Query By Group -- will provide a report giving one transaction record for every time every donor in the specified group has contributed to your site; after clicking this radio button, click on the appropriate group in the list provided.

5.       Provide a Label for this report to help you identify it at a later time.  (If you do not provide a label, "Donor History" and the date will identify the report.)

6.       Click the Submit Report button.  The system will display the Report Results List with Queued as the Status of your report.

7.       Click the Refresh button to update the Status of the report.

8.       When the Status indicates that the report has been Completed, click one of the following icons beside the report:

  (View) icon to display the report on your computer.  You can save or print the report from the displayed view or add the results to a group.  You can also click the Add to My Reports link, provide a brief Description, and click Save if you would like to add this report -- with this configuration -- to the My Reports folder.

  (Print) icon to print the report via your standard Print application.

  (Download) icon to download the file to your local computer or shared network resource.

  (Trashcan) icon to delete the report if you no longer need it.

View the Results of the Donor History Report

The Donor History Report provides transactional information about one or more donors across all Donation Forms.  The report includes a detailed entry for each time a specified individual has contributed to your organization.

In addition to the following columns, the report also includes the Total Record Count, the Total Contribution Amount, the Total Pledge Amount Received, and the Total Pledge Amount Outstanding.  If you are viewing the report online, clicking on the User Name in the report will take you directly to the contact record for that individual.