Household Cumulative Giving for this Fiscal Year with Cumulative Giving amounts and spouse names

This method presupposes that you have created Spouse Relationships in EveryAction, grouped them into Financial Households, and that the Financial Household Salutation fields and Financial Household Envelope Names are accurately filled out. Also that your fiscal year is calendar year. 

First, to narrow down your pool of people, I would start with Create a List and then select Contributions - Date Received - Between - and populate with your fiscal year dates. Run Search, then click the gray Reports button and choose Contribution Aggregate Report. Then:

1. Edit Columns - search for columns starting with “Financial Household”
2. Choose Financial Household ID
3. Choose Financial Household Formal Envelope Name, FH Formal Salutation, FH Information Envelope Name, FH Informal Salutation, etc. 
4. Also choose Financial Household Contribution Summaries - there are a LOT of fields to choose from like FH Number and/or Total of Contributions (total), and last year, two years ago. Browse these to see if they will accurately capture your fiscal year. 

Then look at that report. Contacts in a Financial Household will have a Financial Household ID that is the same for all the contacts, so that’s a good way to figure out who is and isn’t in one.

The columns for Financial Household Salutation/Envelope Name etc. should say things like “John and Chris Smith” or “John and Chris.” So it’s not exactly like a field called “Spouse Name” where it would just say “Chris Smith.” This would require that when the Financial Household was created, the person creating it was accurate with those fields. 

If your fiscal year is not calendar year, then the Contribution Aggregate Report won’t be quite as useful. You would likely need to use the regular Contribution Report, filter by date for your fiscal year, and edit columns to include the financial household IDs, plus the salutation/envelope fields and then total up household giving using FH ID as the primary key. That sounds like more of a pain.

Any Bonterrans who can suggest an easier way to do this? The more I typed out step by step, the more it felt convoluted to me.

I also thought it would be useful for “Spouse Name” to be a field that could be selected in Edit Columns. Spouses are so commonly used for nonprofit development activities and potentially useful as selectable fields. That field could be auto-populated when a Spouse relationship is created, pulling from the reciprocal contact’s First/Last Name fields. And auto-updated if it changes. I think the FHH fields are supposed to serve this need but they’re not simply spouse names. 

In the meanwhile, a workaround could be to create a Custom Field for Spouse Name (or Spouse First and Spouse Last) and populate that using the Relationship List Export Format for spouses. 

Anyway ​@sally hope this helps you get closer to what you need. Are you doing a mailing?