Giving Comparison

The Giving Comparison report is a listing of the similarities or differences in giving between specified time periods.

To view or print the Giving Comparison:


  1. Click Reports/Export in the Button Bar at the top of the screen.
  2. Click the Compare & Analyze button that appears below.
  3. Click the Giving Comparison button that appears in the adjacent menu.

 

 

Add Date Ranges to Compare

Enter a beginning date and an ending date that represents your first desired time span. Then press + Add Range and that time frame will be added to the list below. The time frames you accumulate in the list will be compared on the report that you run. Continue adding as many ranges as you wish to compare.

 

Include...

There are three formatting choices for this report:

  1. All Detail and Totals
    This will show the total each Giver gave to each account in each date range:


  2. Giver and Grand Totals Only
    This will show the total each giver gave in each date range:


  3. Grand Totals Only
    This will show only the entire total given to each account in each date range and will not show any individual giver totals:


 

Choose any of the following tabs to apply additional settings:

Givers / People Tab

To specify certain Membership characteristics of the people you want to include. The characteristics for you to choose are actual fields that store people's information in The People File. This tab is the exact same as the People Selection Criteria in Membership Reports / Directory / Exports.

Accounts tab

Specifies that only certain accounts should be included.

Columns Tab

Determines the order and the appearance of the columns displayed.

Sort / Group & Sort Tab

Organizes the information into the desired order (and groupings).

Fonts Tab

Sets the style and size of the typeface used to display the contents of the report.

Additional/Report Options Tab

Place a checkmark to select which, if any, Family Categories indicators you want to include (e.g. [V] for Visitor, [D] for Donor, etc.)


Once you have made all of your selections, click Print to view a Print Preview and then proceed in sending the file to your printer. You can also Export most reports and/or Send via Email as a file to be used outside of Church Windows.