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Donor 5-Year Overview Report

Jessica Mitchell avatar
Written by Jessica Mitchell
Updated this week

This export-only report (spreadsheet format) will go back 5 years PRIOR to the year you select and provides a side-by-side comparison overview (in numbers only - no specific Donor information) for each year.

There are 3 different sections to this report:

  • ALL Donors for each year

  • NEW Donors for each year

  • REPEAT Donors for each year

All three sections provide:

  • Donor Count - total number of Donors each year

  • Total Amount Given by all of the Donors in each category per year

  • Gift Count - total number of contributions/gifts given

  • Average $ per Donor

  • Average $ per Gift

  • Average # of Gifts per Donor

This report can also be run based on a specific Source and/or Campaign or Fund. Or, these fields can be left blank to include all Sources and Funds.

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