Analysis Report

Use the Analysis report to print information such as Dollar Amounts, Times Contributed, Average Gifts, and so forth. Several formats are available.

Filters

Complete the following filters as needed.

1. Date Filter:
2. Gift Types to Include:
   • Cash
   • Non Cash
   • Cash and Non-Cash

Options

Complete the following options as needed.

1. Change Appearance? Check the box to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
2. Banded Rows?
3. Report Type:
   • Detail
   • Detail Abbreviated
   • Summary
4. Print Donor Name for Anonymous?
5. Export Option:
   • None
   • CSV
   • Excel

Report

1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. 
2. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
3. Click the Close Report button to return to the dashboard.

Updated July 20, 2026 22:36