Reports and analysis¶
You can use CiviReport or CiviCRM's search features to report on and analyse contributions. CiviCRM includes thirteen Contribution Reports.
Contribution reports¶
| Report | What it provides |
|---|---|
| Contribution Summary Report | Groups contributions by criteria including the contact that made the contribution, time period, type and location, and shows summary statistics. You can use it to analyse, for example, what percentage of income comes from different fundraising campaigns or from events versus memberships. |
| Contribution Detail Report | Provides a detailed report for a specific subset of contributions. It is automatically called when you click any row in the Contribution Summary Report, but you can also call it on its own. |
| Repeat Contribution Report | Compares contacts' total contributions across two time periods and shows the percentage increase or decrease. Use it to identify contacts who have stepped up their giving or are giving less than before. |
| SYBUNT report | Finds donors who gave in “Some Years But Not This Year”. |
| LYBUNT report | Finds donors who gave “Last Year But Not This Year”. |
| Contribution by Household Report | Aggregates contributions by household. For organizations that use household records, this can show contributions made by a particularly active family. It also includes donations attached to the household record. |
| Contribution by Organization report | Aggregates contributions by organization. For organizations that use organization records, this can show contributions made by employees of one organization so you can thank them as a whole. It also includes donations attached to the organization record, such as a donation made by the organization after a collective office fundraising event. |
| Top Donors Report | Lists the top donors during a time period you define. You can include as many donors as you want, such as your top 100 donors. If you leave the Show no. of Top Donors field empty, the report includes all contacts included by the other filters. |
| Personal Campaign Page Report | Gives an overview of the status of all Personal Campaign Pages. You can filter by contribution page to see Personal Campaign Pages for a single campaign, and by other appropriate criteria. |
| Soft Credit Report | Shows your soft credits and who is at least partially responsible for other people's donations. |
| Contribution Aggregate by Relationship Report | Lists a contact's donation history, grouped by year, alongside contributions attributed to any of the contact's related contacts. |
| Recurring Contributions Report | Provides information about the status of recurring contributions. |
| Bookkeeping Transactions Report | Provides transaction details for all payments, including financial type and accounts, transaction number, invoice ID, payment instrument and check number. |
More analysis¶
The standard reports are configured to display particular information and may not provide what you need. You can download and install extensions to access additional reports. If you still can't extract the information you need, consider commissioning a new report or custom search and contributing it back to the community.