Most gifts given per day

Dan Gomez

What's the best way to pull a report that shows what days had the highest number of gifts processed (top 5 is all that's needed) for a calendar year? Information needed is simply the date, the number of gifts, and the total dollar amount? I've figured out how to pull gift summary information for just about every "category" except by date.

JoAnn Strommen

Dan Gomez:

What's the best way to pull a report that shows what days had the highest number of gifts processed (top 5 is all that's needed) for a calendar year? Information needed is simply the date, the number of gifts, and the total dollar amount? I've figured out how to pull gift summary information for just about every "category" except by date.

If I needed this info I would use a pivot report.  Create a gift query with gift date of desired range, gift types, gift amount if needed. Include output field that would be your 'date processed' (for you is it gift date, date added, GL post date, etc.). 

Then go to Reports > Pivot Reports > New.  Select the query created above.  On the pivot report tab, click the icon for 'Field List' (next to last option at top).  I'd drag and drop Gift Date breakdown field  as row field on left edge.  Drag and drop Totals - Gift Count to center area to right of the date column.  You should then have total # of gifts per date based on whatever field you selected. 

Right click on Gift Count heading and select 'Sort Descending'.  Then you can see your top 5 or whatever you need.

Note: gift dates do not always sort in correct order (4/3/13 comes after 4/29/13 - issue identified for "looking into" in knowledgebase solutions.)  Perhaps someone that uses date fields in their pivot reports can suggest a fix for that part. 

That's my suggestion - maybe other options out there too.

Grace Strother

JoAnn Strommen:

If I needed this info I would use a pivot report.  Create a gift query with gift date of desired range, gift types, gift amount if needed. Include output field that would be your 'date processed' (for you is it gift date, date added, GL post date, etc.). 

Then go to Reports > Pivot Reports > New.  Select the query created above.  On the pivot report tab, click the icon for 'Field List' (next to last option at top).  I'd drag and drop Gift Date breakdown field  as row field on left edge.  Drag and drop Totals - Gift Count to center area to right of the date column.  You should then have total # of gifts per date based on whatever field you selected. 

Right click on Gift Count heading and select 'Sort Descending'.  Then you can see your top 5 or whatever you need.

Note: gift dates do not always sort in correct order (4/3/13 comes after 4/29/13 - issue identified for "looking into" in knowledgebase solutions.)  Perhaps someone that uses date fields in their pivot reports can suggest a fix for that part. 

That's my suggestion - maybe other options out there too.

JoAnn's suggestion sounds like the best option to me. There's a more cumbersome way if you prefer to use a canned report. The Statistical report (under Demographic and Statistical Reports) does a breakdown by Day of Month. On the Fields tab, select Day of Month and enter the month and year. You'd have to run the report once for each month of the year and find the day with the largest number of gifts. The report also provides total and average amounts for each day.