By default, reports list one line per data type in the report, for example:
Constituent reports list one line for each individual or organization.
Transaction reports list one line for each transaction. If a constituent has more than one transaction, they will be listed in the report as many times as they have transactions.
You can run a report by household to show cumulative giving per household, or list the household when at least one of the household members matches your filters.
When a report is run by Household:
In a constituent report, household members are grouped together so that instead of listing each household member separately, their household is listed. The contact information displays that of the head of household.
In a transaction, interaction, note, or task report, Individuals who are in a household display the Household Name instead of the individual's names. The contact information displays that of the head of household.
Organizations and individuals not in a household are still listed.
Note: Running a report by household doesn’t mean the report only lists households.
The results will include households, individuals not in households, and organizations.
For example, Figure 1 shows a constituent report.
Figure 1: Constituent reports show the constituent's name, and lists each member separately.
Figure 2 shows the same report, but the report has been switched to household.
Figure 2: Household reports show the households, individuals not in a household, and organizations.
To switch a Constituent report to household:
Click Constituent.
Click Household.
You can change transaction, interaction, note, and task reports to list households in the results. For example, you have a report on your YTD Annual Campaign and would like to view giving by household. The report will still list each transaction, but display the household name if a constituent is in a household. To list households in the results:
Click Details.
Click the Export households check box.
Related
Video: Use Households in Filters (2 minutes)