Need to create insightful reports on household-related data, such as an entire household's giving history?
The steps outlined below will help you create a custom filter to report on this within 'Donor Management' so you can gather and share that information efficiently!
Step 1: Create a custom filter
From your 'Donor Management' Dashboard, click the 'Contacts' tab on the left navigation panel and click the 'Create Filter' button to create a custom filter that identifies and isolates household-specific information.
Commonly used contact types are:
Total household donation amount (lifetime)
Total household donation amount this calendar year
Total household donation amount last calendar year
Total household donation amount (custom date range)
When you are finished setting your conditions, click the 'Search' button in that section.
Step 2: 'Select All'
Your 'Contacts' page will refresh - check the box next to 'Select All' above the list of contact records included in the search results.
Step 3: Click to start building your export
Next, click the 'Bulk Actions' button and select 'Export' from the drop-down list of options.
Step 4: Select relevant export fields
A pop-up window labeled 'Export Contacts' will appear, confirming how many contacts in how many households are included in your export.
Tip: We recommend giving your export a name so you can easily locate it later.
Be sure to add the following from the list of available fields on the left:
Lifetime Household Donations
Calendar Year Household Donations
Previous Calendar Year Household Donations
Fiscal Year Household Donations
Previous Fiscal Year Household Donations
Step 5 (OPTIONAL): Select 'Export as Households'
By selecting this option, your export will contain several additional fields not included in a standard export file.
Those fields include:
Household Greeting - intended to be used as the greeting for the household on a letter or mailing label, i.e., The Smith Family, Dr. Tom and Sue Smith
Household Name - automatically generated and can be updated from the contact's profile
Head of Household - primary contact of a household, can be designated from the contact's profile
Other Household Members - this column includes the names of all other members of the household
Step 6: Export your data
When you are ready, click the 'Export' button at the bottom of the pop-up window.
You should be directed to your 'Exports' page and a banner confirming your export is processing should appear near the top of the page.
Step 7: Download your data
Once your export is ready for download, a confirmation e-mail with a unique download link will automatically be sent to you.
You can click the link in the e-mail or refresh your 'Exports' page until the status of your export updates to 'Complete'. Click the 'Actions' button next to it and select 'Download' from the drop-down list of options.
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