Donor Category 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.
The Donor Category Report provides a list of giving levels that you define, such as benefactor or patron, based on the total donated during a chosen time period. Donor categories provide a way for you to consider prospects and evaluate engaging approaches.
Note: You can manage Donor Categories in Tables. For more information, see Tables.
Report type
From the General tab, under Report type, you can select the type of report to generate:
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Summary — Include the number of constituents in each category and the total donated.
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Detail — Include constituent names with the amount donated per constituent.
Tip: For more information about options for this report, review Donor Category Table, Gift Types Tab, and Format Tab.