Donor Reports

There are several reports related to donors. For more information on all reports available in MinistryPlatform, see the Alphabetical List of Reports.

Note: These reports help you understand more about your donors and their donations. Looking for information on donor statements? Check out this help topic. Looking for ways to communicate with pledge donors? See this help topic.

Donation Analysis

This report provides an analysis by donor for donations in a given period. When you run this report, you can optionally define the Min Period Giving, which is the minimum donation amount given during the period; anything below that number is not listed on the report. You can also set the Group By parameter; otherwise (if set to No Grouping), the report is grouped by the congregation/parish on the donor's Household record. Use this report to answer questions like: How many people gave using credit cards to our general fund, and how much did they give between January 1 and June 30 of this year?

Donor Dashboard

Analyze various information about your donors.

Donor Summary - Selected

This report summarizes giving by quarter for the Donor records you selected.

Find Donors

Find donors who gave to a specific program or programs. Define a minimum amount during a period and find people who give for the first time. Use this report to answer questions like: Who was a first-time donor between January 1 and June 30 of this year, and who gave to general fund? Optionally, you can create a selection of records from this report, which you can then use to communicate with those donors.

Note: This report only includes batched donations.

Find Donor Households

This report is similar in purpose to the Find Donors report. However, it returns a list of households whose total giving matches the criteria provided. It can create a selection of all heads or all household members who qualify.

Find Donor Household Change

This report lists donor households by giving change (the amount and percentage). You can create a selection. The report also shows if they gave in one period and not the other, indicating a loss or gain of givers. Set the Select Heads Only option to Yes if you want the report to only include donors who have a family position of Head of Household.

First Donation By Week

Analyze how many donors made a first donation each week over time. Use this report to answer questions like: How many first time donors did I have for a specific campus in each week over the past five years?

Giving Band Analysis

Analyze giving by donors based on bands, or levels of giving. Set levels in configuration settings.

Giving Band Export

Export one row per donor based on bands, or levels of giving. Set levels in configuration settings.

Giving Band Summary

View a table summarizing giving by bands or levels of giving. Set levels in configuration settings. Group the results by age, ZIP code, city, and other dimensions. Filter the results to view specific types of giving. Use this report to answer questions like: How much of my giving comes from people ages 30 to 39 who gave between 1,000 and 2,000 this year?

Tip: The following are some helpful definitions for this report:

Donation Count – The number of donations.
Distr. Count – The number of donation distributions. For example, one donation might have two donation distributions: $50 to General, and $50 to Building.
Avg Giving – Band giving divided by donors.
Avg Distr – Band giving divided by distribution count.
Avg Donation – Band giving divided by donation count.

Major Donors

This report lists donors and their donations if those donors gave over a minimum threshold between two dates. Use this report to answer questions like: Which donors gave at least $5,000 in the past month to the general fund, and who are the top 100 donors at Campus B?

Selected Donor Donation Listing

A listing of donations made by selected donors.

Selected Household Donations

This report summarizes giving by the household of the selected contact records. It shows each individual and the amount given by their household. For example, if a married couple gave $10,000 in the last year, both husband and wife will be listed with a $10,000 amount. The report indicates if the amount displays more than once. Use this report to answer questions like: Is this individual engaged in our church through giving?

Selected Program Donations Enhanced

This report lists donations by program between two dates. It uses the start and end date plus one day. So the donation date is on or after the Donations From and before the day after the Donations Through date. Use this report to answer questions like: How do I locate and print donor names and addresses who gave to specific programs?

Note: This report only displays batched donations.

Selected Donor Alerts

Select a congregation/parish, and then run this report to return a list of active households in that congregation/parish with donation information for a period of time. Use this report to answer questions like: Have these donors given more or less this year than last?

Other Reports

For other helpful reports, see Contributions Reports. And remember, you can get creative with these reports to find the information you're looking for.

For example, the Major Donor report can identify your top 200 donors. But what if you want even more information about those donors?

Run the Find Donor Export report for the time period, sort it by period amount, and find the amount given by the 200^th ranked giver.
Run the Find Donor Export report again with that number in minimum period giving to return a report listing your top 200 people donors. You get name, address, phone, and email in this report, and the option to create a selection list, which you could transfer to the Contacts page or wherever you want to run even more reports.

What would you like to know more about?