DE Monthly Comparison

The Financials menu utility, DE Monthly Comparison, is a fundraising assessment tool. This search is used to see who contributed to events and/or funds, and the date(s) associated with the contribution, by month. A report can be produced or a file with a list. Administrators also have the ability to add an activity, or an e-mail note can be created for sending. A year and month are chosen to compare to a corresponding year and month. The Year 1 filter is used to select the historic year that should be compared to; while the Year 2 filter is used to select the current year.

For more information on development processes, visit the Development Overview page.