Some organizations wish to pull a report that allows them to see the total amount a person has given within a specific timeframe. This is something that can quickly be calculated in a matter of minutes using Microsoft Excel or Google Sheets. Here is how:

1. In SecureGive, navigate to Reporting > All Transactions
2. Filter to the desired list of transactions you're wanting (i.e. - desired date range, transaction type, etc...)
3. Click the Download CSV button and save the file to your computer
4. Open the CSV in Google Sheets or Excel
5. Click the button to Create a Pivot Table (make sure the data range for the table includes all rows in your file)
6. Under Values, Add the `Total` column from your data and Summarize by SUM
7. Under Rows, Add the `Email` column from your data (this is a key way to count unique people as no two accounts can share the same email address in SecureGive)
8. For the `Email` row, you can choose Sort By = SUM of Total. Then you can set to Descending to have the highest totals at the top of the report.
9. Add any additional rows of data you'd like to see (i.e. - First Name and Last Name)
10. (Optional) if you're wanting to look for givers over a certain dollar amount, use the Filter button and then Filter by Condition of 'Greater Than' [Amount]
11. (Optional) Add a Pivot Table Filter to remove Anonymous transactions by adding a First Name filter where 'Text does not contain "(Anonymous)"

This will then give you a list of all your givers, from those who gave the most to the least, as well as showing any additional information you chose to display for each donor. If you ever need to pull another report, we recommend you make a copy of your first file, then simply complete Steps 1-4 again. Update the transaction list sheet in your file with the new CSV data and the pivot table will update automatically (make sure the data range for the table includes all rows in your file).