The ability to export total donation data (whether it's for the last month, the last year, or any specific timeframe!) directly from Keela without needing any extra steps has been marked as Planned by our Product Team in the Product Portal. You can check it out and vote on it here.
They are working so hard to release features for you (sometimes weekly) and have put hours of time and effort into researching and developing a Product Roadmap for Keela.
They'll get this feature released as soon as possible!
Viewing Cumulative Donation Totals
You can definitely still access total donation information by using Keela's Reporting tools and a handy Excel Formula! Here's a workaround that we've developed in the meantime to ensure you get this information, as quickly as possible while we build the ability to do this directly from Keela.
Watch all 3 Steps in this Training Video
Step 1 - Create a Report (Skip to 00:15)
Tip: You can find a bunch of resources on how to use Filters to create your Report in our How to Use Filters article here.
Step 2 - Create and Export your Report in Keela (Skip to 3:58)
Tip: Want a refresher on how to Export your data? Check out our Exporting Data article.
Step 3 - Use a SUMIF Formula in Excel (Skip to 6:10)
Tip: Here are some highlights form the video, in case you'd like to refer back!
What Formula do I use? =SUMIF()
What do I enter as the "Range" The entire Donor Full Name Column
What do I enter as the "Criteria" The first cell of the Donor Full Name Column
What do I enter as the "Sum_range" The entire Total Amount column
Segmenting Contacts Based on Cumulative Donations
If you're looking to create a segment or Contact Report based on a contact's cumulative giving history, this can be achieved by using a combination of Keela's "Date Received" and "Total Amount of Gift - Summation" Filters.
For example, if you wanted to see anyone who donated a cumulative total of $1,000 or more in 2021, you would setup your filters like this: