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The report will prompt you for Year, Month, Source Code and Destination Code. This selection will be applied to all figures returned by this report except for æConfirmed BequestorsÆ.

This report is divided into date ranges in columns as follows:

This month: The month specified by the user.

Year to Date: Beginning of the campaign year (as defined in the Period /Date Range area of Administration) to end of the month the user selected.

YTD prior year: Same as the Year to Date column but for the previous year.

Net Income: The sum of the payments.

Number of Payments: The number of payments.

Number of Supporters: The number of people who paid.

Average gift: Net Income divided by Number of Payments.

Confirmed bequestors: Number of donors that have a bequest/legacy record where the date notified is within the date range and the bequest prospect flag on the contact form is ticked (irrespective of Source Code and Destination Code).

Total No. of regular givers: Total number of active and continuous Pledges where the date due of the Pledge is within the date range.

New regular givers: Number of new active and continuous Pledges where the start date of the Pledge is within the date range

No of cancelled regular givers: Number of continuous Pledges that have been written down within the date range.

Attrition rate regular givers at 3 months: Percentage of continuous pledges that were new 3 months ago but are now written down

e.g. Three months ago there were 10 new continuous pledges. This month, of those 10 continuous pledges, only 3 are still active. The attrition rate in this scenario is 70% and the retention rate is 30%.

Calculation: 100 - (Total No of active pledge this month (who were new 3 months ago)/Total No of new regular givers 3 months ago*100).

Attrition rate regular givers at 12 months: Percentage of continuous pledges that were new 12 months ago but are now written down

e.g. 12 months ago there were 10 new continuous pledges. This month, of those 10 continuous pledges, only 3 are still active. The attrition rate in this scenario is 70% and the retention rate is 30%.

Calculation: 100 - (Total No of active pledge this month (who were new 12 months ago)/Total No of new regular givers 12 months ago*100).