Fiscal Year Reports

Carolyn Moatz

I'm trying to set a report that will give me total dollars and total number of donors this fiscal year based on which fiscal year they last made a gift on. Like:


Last FY Gift      Dollars         Donors

FY16               $123             15

FY15               $11                8

FY14               $8                 2

FY13               $6                 2

Lapsed            $8                 4

New                 $22              6


Is there a way to group by a custom date range? Our fiscal year runs 7/1-6/30, so I currently group by half year and add the summaries for dollars and donors up, but I'd like to simplify it since the return for lapsed is more than a decade of data, so 20+ groups are returned (granted, most are 0). The export is just Import ID (in case I need to check on any details), Last Gift Date (gift date before 7/1/16), and Total Gift for this FY.

James Andrews

Carolyn Moatz:

I'm trying to set a report that will give me total dollars and total number of donors this fiscal year based on which fiscal year they last made a gift on. Like:


Last FY Gift      Dollars         Donors

FY16               $123             15

FY15               $11                8

FY14               $8                 2

FY13               $6                 2

Lapsed            $8                 4

New                 $22              6


Is there a way to group by a custom date range? Our fiscal year runs 7/1-6/30, so I currently group by half year and add the summaries for dollars and donors up, but I'd like to simplify it since the return for lapsed is more than a decade of data, so 20+ groups are returned (granted, most are 0). The export is just Import ID (in case I need to check on any details), Last Gift Date (gift date before 7/1/16), and Total Gift for this FY.

Rather than exporting totals, export all the gifts and have the report sum them.


Make a formula as follows: 


year(dateadd("q", 2, {giftdate}))


and group or sum on that.


EDIT: sorry, to be a little less terse: that formula adds two quarters to the gift date and then returns the year. so if it's august 1 2016, it adds two quarters to make it february 1 2017, and then gives you 2017 for the FY. You can then use that formula as a grouping field, or as the basis for a running total, or whatever.

Christine Cooke 2

Carolyn Moatz:

I'm trying to set a report that will give me total dollars and total number of donors this fiscal year based on which fiscal year they last made a gift on. Like:


Last FY Gift      Dollars         Donors

FY16               $123             15

FY15               $11                8

FY14               $8                 2

FY13               $6                 2

Lapsed            $8                 4

New                 $22              6


Is there a way to group by a custom date range? Our fiscal year runs 7/1-6/30, so I currently group by half year and add the summaries for dollars and donors up, but I'd like to simplify it since the return for lapsed is more than a decade of data, so 20+ groups are returned (granted, most are 0). The export is just Import ID (in case I need to check on any details), Last Gift Date (gift date before 7/1/16), and Total Gift for this FY.

Have you tried the Demographic and Statistical Reports -- Statistical Reports?

Carolyn Moatz

Carolyn Moatz:

I'm trying to set a report that will give me total dollars and total number of donors this fiscal year based on which fiscal year they last made a gift on. Like:


Last FY Gift      Dollars         Donors

FY16               $123             15

FY15               $11                8

FY14               $8                 2

FY13               $6                 2

Lapsed            $8                 4

New                 $22              6


Is there a way to group by a custom date range? Our fiscal year runs 7/1-6/30, so I currently group by half year and add the summaries for dollars and donors up, but I'd like to simplify it since the return for lapsed is more than a decade of data, so 20+ groups are returned (granted, most are 0). The export is just Import ID (in case I need to check on any details), Last Gift Date (gift date before 7/1/16), and Total Gift for this FY.

I think I might have been unclear. I need to group people by their last gift date prior to their gift in the current fiscal year, but report how many donors and how much money came in this FY from each of those groups (LYBUNTS, 1 year SYBUNTS, 2 year SYBUNTS, 3 year SYBUNTS, Lapsed, and never givers). I wound up using a formula to group people in that way (Thanks for that idea, James!).

if ISNULL({Monthly Previous Giving Report.CnLGf_1_Date})=TRUE then 'New Donor' else

if {Monthly Previous Giving Report.CnLGf_1_Date}>=date(2015,07,01) then 'LYBUNT' else

if {Monthly Previous Giving Report.CnLGf_1_Date}>=date(2014,07,01) then 'SYBUNT1' else

if {Monthly Previous Giving Report.CnLGf_1_Date}>=date(2013,07,01) then 'SYBUNT2' else

if {Monthly Previous Giving Report.CnLGf_1_Date}>=date(2012,07,01) then 'SYBUNT3' else 'Lapsed'