Monthly donation fields among report summarry fields

In creating a report, in the fields drop down list: summary fields, it would be really handy to have “first monthly gift”, “total monthly giving”, “total months of monthly giving”, etc.

I got a little creative pulling other reports and having to use the XLOOKUP and YEARFAC formulas in excel, but I’m not confident in the results.

having those summary fields would be helpful.


  • Alli h
  • Sep 29 2023
Reports/Queries
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      Kimberly Hammer commented
      November 09, 2023 16:46

      Thank you for the feedback, we continue to monitor this idea and consider it for a future enhancement.

      In the meantime, I wanted to share that utilizing aggregate options on report columns may help you create a report that better meets your needs.

      I've created an example in the screenshots below. For more information, check out our Use Aggregates in Reports help topic.

      image.png
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