Donor By Year Custom Report

Custom reporting is a tool for building unique reports based on site data. Custom Reporting provides additional information for setting up and navigating the custom reporting tool.

The following instructions detail how to build a report showing donor by year information. 

1. Navigate to Reports and click Custom Reporting on the navigation bar. 
2. Click Create Dashboard.
   
   
   
3. Click the Add Visual icon, and then click Add New Visual. 
   
   
   
4. Click Accounting Revenues to select it as the source. 
   
   
   
5. Click Table to select it as the visual type. 
   
   
   
6. Click the funnel icon in the top left of the visual. 
   
   
   
7. Click the settings icon in the filter menu.
   
   
   
8. Remove all columns until the following list is all that remains in the report visual: Profile Name, Opportunity Name, and Amount. 
   • When deselecting fields, click the pencil icon next to edit columns to bulk deselect and search to select specific fields.  
     
     
     
9. Click Apply.
   
   
   
10. Click the pencil icon next to Edit Groups. 
    
    
    
11. Check the Revenue Date box, and then click Continue.
    
    
    
12. Select Year in the Granularity drop-down menu, and then click Apply. 
    
    
    
13. Click the funnel icon in the filters menu, and then click Add Filter.
    
    
    
14. Check the Category box, check the donation box, and then click Continue.  
    
    
    
15. Click Apply to apply the filter to the report. 
    
    
    
    • The report now displays a list grouped by year with each donor who submitted a donation within each of those years as well as the amount they donated and the opportunity to which they donated, if applicable.
      
      
16. Click the save icon in the top-right corner, enter a name and a description for the report, and then click Save.