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Regular Giving Overview

The regular giving overview report gives an outline of how much regular giving has been generated over a certain time frame. To land onto Regular Giving Overview, click Analytics in the top menu bar and then Reports. Under Giving, select Regular Giving Overview.

Land onto the regular giving overview report

The regular giving overview report has 3 tabs listed at the bottom. Each tab shows different information that can be viewed by selecting any one of them.

  1. Overview
  2. Changes
  3. Retention

Let's explain each of them in detail.

Overview​

The regular giving overview section shows how much income has been generated by regular giving over a period of time.

tip
  • All visuals compare the data with previous and current time periods that can be recognized by Previous vs Current heading.
  • Each visual when hovered over shows a summary of its values and three options including filters, focus mode and more options. More options further contains actions such as:
    • Export data
    • Get insights
    • Sorting values in ascending or descending order
    • Pinning particular visual to the dashboard

Different visuals populated depicting different information are explained below.

  1. Total number of regular givings done.
  2. Average value of the amount of regular giving made.
  3. Total value of regular giving made each month.
  4. Top allocation types, payment methods and donation items used for regular giving.
  5. Frequency of regular giving being done like monthly or annually.
  6. Top campaigns, themes, locations and stipulations used for regular giving.

Overview tab

Changes​

The regular giving changes report shows how many regular giving's have changed, cancelled or updated in the form of visuals defined below.

  1. First 2 rows of visuals show the number and value of new, cancelled, adjusted and overall changes regarding regular giving's done.
  2. Line charts showing overall change value for allocation types, stipulations, top themes and top locations.
  3. Data regarding reasons for cancellation.

Changes tab

Retention​

The regular giving retention report shows the figure of regular giving signing up and the number of givings still active over any month.

Retention tab

Adding Filters, Bookmarks and Reporting Periods​

You can create bookmarks, apply different filters and add multiple reporting periods on the regular giving overview report and its pages. For more information, see Adding Bookmarks, Using Filters and Manage Reporting Periods.