By default, reports show one line for each 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.
How It Works
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 appears. 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.
Important: Running a report by household doesn’t mean the report shows only households.The report shows households, individuals not in a household, and organizations.
Show Households in a Constituent Report
To show households in the report results:
Next to Filters, change Constituent to Household.
You can change transaction, interaction, note, and task reports to show 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 show each transaction, but shows the household name if a constituent is in a household.
Show Households in Transaction, Interaction, Note, and Task Reports
To show households in the report results:
Click More.
Click Details.
Select Export households.