Total Spending by Contact Report

The Total Spending by Contact Report will provide you with the total amount contacts have spent over a given time period. It can be filtered by product category (for example events vs. membership) to view contact spending patterns. This can help you in budgeting for future years.

1. Click Reports in the Navigation Panel
2. Select Total Spending by Contact Report.
3. Select your search filtering criteria. For example, you may wish to generate the report for a specific Fee Item Type to view spending for just that type.
4. Optional - enter additional Criteria/Filters.
5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
6. Select Summarize By criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by contact name.

   

7. Click Run Report.

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options