Donor Category Report

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.

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

  • Summary — Include the number of constituents in each category and the total donated.

  • 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.