Household-level reporting and easier household management
Kyle Balitos
The user wants to run reports based on combined household giving, rather than individual donor transactions.
Currently, households can only be filtered in the Contacts tab, and there is no easy way to aggregate transactions across household members for reporting. This makes it difficult to group donors by giving levels (for example $100–499, $500–999, $1,000+) using household totals.
Because the organization has been growing, the user does not always know who belongs in the same household. Some household members have different last names or donate separately, which makes manual tracking cumbersome.
Improved household management and household-level reporting would make donor recognition and reporting significantly easier.
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