Can I view donations month to month?

ExpensePlus offers two reports which allow you to view and analyse your organisation's income from donations by month. 

The Monthly Comparison (By Donor) report provides a monthly breakdown of all donations, split by donor. It shows you how much each donor has given monthly as well as an annual total. To see more details of an individual's donations, simply click on the donor's name.

At the bottom of this report, there is an aggregate total of all the named donations received for each month. This provides an easy way to track how donations may have changed over the year.

The Monthly Comparison (Summary Totals) report provides anonymised data of aggregate donation totals, calculated within value bands of:

  • Donations under £100
  • Donations valued between £100 - £300
  • Donations valued between £300 - £500
  • Donations over £500

This report provides a really helpful method to analyse your giving income and breadth of donor base whilst respecting the anonymity of donors when being viewed by individuals without authorisation to see donor names.

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