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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 navigate to the Regular Giving Overview report, click Analytics in the top menu bar and then Reports. Under the Giving section, select Regular Giving Overview.

The Regular Giving Overview Executive Summary looks like this at first glance:

Regular Giving Overview executive summary

The regular giving overview report has 3 tabs listed at the bottom. Each tab shows different information which 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.

info
  • Most 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 further containing export data, get insights, sorting via values and pinning particular visual to the dashboard.

Different visuals 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 which are still active over any month.

Retention tab

Bookmarks and Filters​

You can create bookmarks to review the report for later and apply different filters on the regular giving overview report and its pages to view any specific information you want. For more information, see Adding Bookmarks and Using Filters in the Engage Analytics Reports section.