What donor movement report do you normally do?

Catherine Han

I wanted ro know what donor movement reports you folks usually do?

I would like to get some suggestions.

Christine Cooke 2

Catherine Han:
I wanted ro know what donor movement reports you folks usually do?

I would like to get some suggestions.

you mean Moves Management?  See if any of the canned Action Reports have what you are looking for.  Otherwise build an Export template.  That is my suggestion.

Catherine Han

Thank you, Christine for your quick comments. I have the report your mentioned.


I am looking for donor movement analysis report. Donation down, up or same and so on. I am looking for report template.

Deb Dressely

Catherine Han:


Thank you, Christine for your quick comments. I have the report your mentioned.


I am looking for donor movement analysis report. Donation down, up or same and so on. I am looking for report template.

Try the Analytical Reports - Comparative Report.  You can use a query of your top donors or board donors or whatever you want to see.  You can even look at all donors comparing specific date ranges.  It will give you a currency variance and a % variance.