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Timeless is not online. Last active: 8/25/2011 6:52:14 PM Timeless
www.lrlh.org
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Joined: 22 Feb 2008
Total Posts: 37
 
Compare monthly giving
Posted: 26 Feb 2009 07:52 PM
Is there a way to create a report that would compare giving months or years? For instance, We would like to compare this year's giving for the month of January with the last two years. It also (by way of extension) would be great to have each month side by side through the year.

Tim Elliott
From the shadow of Mt. Saint Helens
sarahm is not online. Last active: 5/27/2011 12:01:09 AM sarahm
www.ekyros.com
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Joined: 25 Jul 2005
Total Posts: 786
 
Re: Compare monthly giving
Posted: 27 Feb 2009 02:57 PM
Hi Timeless,
The best way to get dollar totals for all donations is through the Donation Statistics found in donor management. However, this statistic will display only one calendar year at a time. Though you can easily select the year that you would like to view. One idea might be to run your stat for a particular year and then export to Excel/Word to create your own report. However, I can definitely see the value in having a "pre-formatted" report like this in CenterPiece that would easily enable you to view $$ totals for multiple years on the same screen. We'll take a look at the possibility of adding something like this in a future enhancement. Thanks for your great feedback!

Blessings,
Sarah

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