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6.7. Donation Summary

Donation Summary

This portion of the Call Sheet focuses on past donations made by the record.

1. Limit to X Election Periods: Only include data from the the number of election periods indicated here - if you enter 2, only include data from the 2 most recent election periods.
2. Election Periods: Here, you can specify which election periods to include.
3. Total: the total dollar amount of all donations.
4. CTD: Cycle to date - the donation total since the start of the election cycle.
5. YTD: Year to date - donation total since the start of the calendar year.
6. Most Recent: date of the record's most recent donation.
7. Highest: Dollar amount of the record's largest donation.
8. First: Date of the record's first donation.

At the bottom of this section is a break down of the record's contributions by election period, including columns for the record's individual donations, a household column for the total donations from the record and their spouse combined, and a column for donations attributed to the record (donations given by their spouse, but are attributed to them).