A household is a collection of constituents. You can change a constituent report into a household report. Household reports list households where any member matches your filters. A household report can also show you the cumulative giving for everyone in a household.
For example, Figure 1 shows a constituent report. The filter is looking for a constituent with the name Jan Brady. Jan Brady shows in the results.
Figure 2 uses the same filter, but the report has been switched to household. Notice that the result shows the household's name and account number.
To switch a constituent report to household:
- Click Constituent.
- Click Household.
You can change non-constituent reports to list households in the results. For example, you want to see the household name of everyone who gave $100 last year. The report is still returning individual transactions. Instead of listing the constituent’s name, it lists the constituent’s household name. To list households in the results:
- Click Details.
- Click the Export Households check box.