There are several filters that you can use to create reports that specifically provide household-related data. These can come in handy when you're trying to review an entire household's giving history - especially if that's how your organization reports on their financial milestones.
Below, we've outlined the steps on how to filter and report on that household-specific data within Donor Management, so you can easily create and share that important data.
Step 1: Create and run a filter that specifically isolates household-related data.
Your first step would be to create a new filter that identifies household-specific information.
There are several filters available in both the "Contacts" and "Giving" tabs, such as:
Total household donation amount (lifetime)
Total household donation amount this calendar year
Total household donation amount last calendar year
Total household donation amount this fiscal year
Total household donation amount last fiscal year
Total household donation amount (custom date range)
Step 2: Highlight the "Select All" checkbox above the results of your filter.
Once you've run your filter, you should see the "Select All" checkbox, located right above the first contact record on the page.
Not sure? The checkbox will say "Select All" if you hover over it with your mouse.
Step 3: Click "Bulk Actions", then select "Export" from the available options.
Step 4: Select the relevant export fields when creating your export.
When creating your export, there will be plenty of fields you'll want to include by default - but for the purposes of reporting on household data, you'll want to be sure that you're including the following fields:
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 the option to "Export as Households."
You've probably noticed that if you're creating this report from the "Contacts" tab, that during the exporting process, there's an option to "export as households" at the bottom of the pop-up box.
By selecting this option, your export will several additional fields that aren't included on a standard export file. Those fields include:
Household Greeting - Intended to be used as the greeting for the household on the letter or mailing label, i.e., The Smith Family, Dr. Tom and Sue Smith. (This is also a field in the Household section of the contact profile).
Household Name - This is the name of the household, which is automatically generated but can be updated in the Household section of the contact profile. This name is displayed on the contact profile page.
Head of Household - When a Household exists, you have the option of designating a contact within the Household as “Head of Household.” This can be set in the Household section of the contact profile.
Other Household Members - This column includes the names of all other members of the household.
These options can be especially helpful if you are trying to pull information for an upcoming phone campaign. You probably don't want to end up calling different family members for the same appeal - so generating a list of households might be helpful in this instance.
Step 6: Click "Export."
Once you click the "export" button, you should be directed to the "Exports" screen, along with a message that your export is processing and will be ready soon.
You are welcome to refresh that page to see if the export has completed; you also will receive an email to the email associated with your admin account letting you know once the export is complete as well.
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