Reports and analysis¶
You can use CiviReport or CiviCRM's search features for reporting on and analysing contributions.
Out of the box, CiviCRM comes with thirteen contribution reports designed to help you analyse your contributions.
A contribution summary report allows you to group contributions by different criteria including the contact that made the contribution, time period, type, location and view summary statistics for these contributions. The accompanying contribution detail report is automatically called when clicking on any rows from the summary report. It can also be called on its own to provide a detailed report for a specific subset of contributions. These two reports can be useful for analyses such as what percentage of our income is coming from different fundraising campaigns, or from events vs. memberships, etc.
The repeat contribution report compares the total amount of contributions that contacts have made in two different time periods. As well as the totals, it shows the percentage increase/decrease. This report is useful for tracking contacts who have stepped up their giving, or who are giving less than before. SYBUNT report AND LYBUNT report are two strangely named but useful reports that allow you to find donors that gave in 'some years / last year but not this year'.
Two reports, the contribution by household report and contribution by organisation report allow you to aggregate contributions by household or organisation. This is useful for organisations that make use of these two concepts. For example, you can see all contributions that have been made by employees of one organisation and thank them as a whole, or see the contributions made by a particularly active family. These reports will also include any donations that are attached to the organisation or household record, for example a donation made by the organisation after a collective office fundraising event.
The top donors report provides a list of the top donors during a time period you define. You can include as many donors as you want (for example, top 100 of your donors). If you leave the Show no. of Top Donors field empty the report will include all contacts included by the other filters.
The personal campaign page report is useful to get 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 other appropriate criteria.
The soft credit report is useful for looking at all your soft credits and seeing who are at least partially responsible for other people's donations.
The contribution aggregate by relationship report lists a contact's donation history, grouped by year, along with contributions attributed to any of the contact's related contacts.
The recurring contributions report provides information about the status of recurring contributions.
The bookkeeping transactions report provides transaction details for all payments, including financial type and accounts, transaction number, invoice ID, payment instrument and check number.
These standard reports has been configured to display particular information and they 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.