Learn how to create a stats report in this step-by-step guide. This help guide will cover how to create a stats report.
Recommended Reading Before You Start
Content
Instructions
Creating a Stats Report
For this example, we will create a stats report that shows donation transactions from within the last year with $200 or more in total donations.
1. Navigate to Reports and Select New Report.
2. Select the Stats Report tab on the left. Then select Stats Report.
3. Complete the fields on this page. When finished, select Save and Continue.
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Field Name |
Description |
|
|
A. |
Choose Transaction Type |
Select from the options. For this example we will select donations. |
|
B. |
Search Totals Between |
Select the start and end date. For this example we will select the first and last day of the previous year. |
|
C. |
Show Account with a Total Amount |
Select the amounts you would like to appear in this report. For this example, we will put 200 in the greater & equal field. |
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D. |
Show Accounts with a Total Count |
This section will show you the total count within the parameters you choose. For this example we will leave it blank. |
4. Select Edit Columns.
5. Locate the available columns you would like to add. Select and drag the field into the area you would like to present in the report. We will be adding: First Name, Last Name, Full Street Address, Donation Range Count, and Donation Range Total. Select Select Columns when finished.
Note: There is an option to add Range Count Columns. These columns count the number of transactions by type for an account. Range Total Columns add the amount of all transactions by type for an account.
6. Select Run Report.
7. You can now share or export this report.
Household Stats Report
A Household Stats Report allows you to view household transactions within specific time periods.
To access this, navigate to Reports and Select New Report. Under the Communication and Mailing tab and select Household Stats Report. Select Create Report.