Family Contributions Report

This article provides steps to run a Family Contributions Report.

You can quickly look up your list of families who have donated using this report. Select Family Contributions from the report type.

From Directory go to Reporting and Select a Report Type from the dropdown menu.

Begin by configuring the report filters.

You can also choose a custom date range.

Select the Family Status of Active or Inactive, or leave this on select all.

You can also filter with custom tags.

Select “Run Report.”

Your results will display below in alphabetical order by Family Name.

You can download the report to work with it offline by clicking the cloud and arrow icon in the top right corner.

If you need to reconfigure the report, you can fill in the parameters and click the refresh button (top right corner).

Overview Video of Running a Family Contribution Report

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.

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