Comparisons and Summaries Report

Note: Don’t see this? Expect its wider release in a future update.

Tip: We're adding report features from database view to web view. To track details, see Reports to Web View.

With the Comparisons and Summaries Report, you can compare two time periods or view a summary of up to five time periods.

From the General tab, under Report type, you can select the type of report to generate:

  • Comparison — Select a single field, such as constituent code or gift size, to compare over a maximum of two periods. You can include the variance, or difference, between the time periods as either a percentage or dollar amount.

  • Summary — Select a single field to summarize over a maximum of five periods.

    Note: The summary version of the report doesn't support variance.