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What is the Combined Contributions report?

Describes what the Combined Contributions report is and how to include non-tax-deductible transactions.

You will need the Reporting permission to run this report. [VERIFY: whether Full Read Contributions is also required]

The Combined Contributions report totals giving for a selected date range and set of designations by giving unit, and it can optionally include non-tax-deductible gifts.


Opening the report

  1. From the left navigation, select Reporting > Library.

  2. Under the Contribution section, select Combined Contributions.

  3. Set the report parameters.


Including non-tax-deductible transactions

By default, the Combined Contributions report shows only tax-deductible transactions. If your church receives gifts that aren't tax-deductible, such as donations that come to you through another organization, you can include them in the report. That way you can still thank those donors and include them in fundraising.

  1. In the report parameters, check Include non-tax-deductible?

  2. Click on Run Report.

Tip: This option only changes the report you're running. Giving statements still follow each designation's Tax Deductible? setting. For details, see How do I manage the giving designations?


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