Incorporating Donor Levels in Reports and Lists
Create a List with Donor Level filters
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Go to Reports > Create a List
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In the filter options, look for Donor Level criteria
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Select the specific levels you want to include or exclude
Add Donor Level to contribution reports
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When creating contribution reports, include the Donor Level field
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This allows you to analyze giving patterns by donor level
Export data with Donor Level information
- When creating exports, add the Donor Level field to your export template
- his allows you to use donor level information in external analysis or communications
Get summary statistics
- Create reports that summarize the number of donors in each level
- Track changes in level composition over time to measure program success
What else do you need help with?
- Understanding Donor Leveling
- How do I include or exclude donors in a Search?
- How do I get a summary of Donors in each level?