Lapsed Donor Reports

Mitchell We

What is the best way to create this report? My requirements are gifts from 2005 to 2010 and no gifts in 2011, gifts again in 2012. and only Annual Fund I have the query but it does not look right Any Help please

Melissa Graves 2

Mitchell We:
What is the best way to create this report? My requirements are gifts from 2005 to 2010 and no gifts in 2011, gifts again in 2012. and only Annual Fund I have the query but it does not look right Any Help please

Use a consituent query and use several summary information total amount fields - not sure if you mean had to give every year between 2005 and 2010 or made at least one gift in that time. I will give an example of how to do the latter. You would need several more summary fields if to do the former but it is doable

total 1 = annual fund gift total between 2005 and 2011 greater than 0

AND total 2 = annual fund gift total in 2011 equal to 0

AND total 3 = annual fund total in 2012 greater than 0

If they have to make gifts in each year between 2005 and 2011 then you need to do summaries for each year.

Melissa Graves 2

Melissa Graves:

Use a consituent query and use several summary information total amount fields - not sure if you mean had to give every year between 2005 and 2010 or made at least one gift in that time. I will give an example of how to do the latter. You would need several more summary fields if to do the former but it is doable

total 1 = annual fund gift total between 2005 and 2011 greater than 0

AND total 2 = annual fund gift total in 2011 equal to 0

AND total 3 = annual fund total in 2012 greater than 0

If they have to make gifts in each year between 2005 and 2011 then you need to do summaries for each year.

And to clarify - this is your query - not your report. The output screen of the query is not recommended to serve as a report.

This identifies WHO meets the criteria.

You can now take this query and put them into a report or export as needed.