Donor Total Summary Export

This report has been in TouchPoint for a long time, but you may not have ever noticed it. This is an Excel export that compares giving over a period of years (that you specify) and can be limited to a specific Fund and/or a Campus.

You will find this report under Administration > Reports > Donor Total Summary Export. This is a summary report, so it does not contain individual’s donations. Also, it combines giving by family unit. It is a great way to compare giving over a number of years and by categories. The report itself has 3 tabs in the Excel workbook – one to compare giving for Members vs Non-Members; one to compare by size of gift; and one to compare by age.

For more information about this export and sample report screenshots, take a look at the help article.

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