Gift Size Analysis Codes Table -- Work-arounds?

Debra Holcomb

When using Demographic and Statistical Reports in RE7, to group your report by gift by size, you need to use the Gift Size Analysis Code Table.  Unlike the Donor Categories tables, you can only have one and it applies to all of the reports in the Demographic and Statistical Reports.  If you want two different reports that group gifts at different levels, does anyone have a work-around so that you do not have to reset the Gift Size Analysis Code table each time I need different reporting levels.


For example, for major gifts, we want to see the totals for all gifts of less than $1000 as one category, and then levels of $1000, $2,500, $5,000, etc. year-over-year for the same time period (perfect for the Comparison and Summaries report) .  For annual giving, we want to see a breakdown of gift less than $1000 at $25 increments and just the total for gifts of $1000 and above also year-over-year for the same time period. If the Gift Size Analysis Code table includes the lower dollar levels and you remove them from the report, it will not provide a summary of the missing gifts levels (and the same for the high end of the report).  I've tested this several different ways without success.    


Blackbaud Support told me to change the table each time, which isn't viable.  Since I've seen so many smart real-world solutions in the Community, I'm hoping you all might have found a better resolution.  Thanks.