Consecutive Months Report

Kathy SchwartfigureYopp

I need to create a list of recurring donors that send in checks once a month. They have not been recorded as recurring because they do not have the automatic credit card charge.  We have recently realized that some donors give monthly on their own accord. I know how to use the Consecutive Years report but I'm having trouble setting up a query for consecutive months without it getting out of control. Any suggestions?

Lauren Schler CFRE bCREPro

You could start with a pivot report to identify your monthly
donors. Include ConsID and gift date.  Pivot on ConsID aad use
the count value on gift date rather than sum. Then group by month
on gift date. This will allow you to identify your monthly donors
and create an attribute for them that you can use to gather them in
a query. Let me know if you'd like an example of a pivot table as
Ive ddescribe.

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Verizon, Samsung Galaxy smartphone

-------- Original message --------

Kathy SchwartfigureYopp

I would love to see an example. thank you so much for your solution.

 

Lauren Schler CFRE bCREPro

Hi Kathy,


I've attached an Excel file that I created from Pivot reports in RE (please let me know if the attachment doesn't come through). The data is pivoted by Cons ID then gift date and grouped by month on gift date. Take a look at the various tabs at the bottom of the file to see the raw data, the pivot table, and then new table I created and then sorted by total number of months given. The donor on the top of that table are likely your recurring monthly donors. Since you aren't using the gift type of Recurring Gift, I would consider coping and pasting those IDs into a constituent query and then adding a constituent attribute to those donors so you can more easily report on them.


Best,

Lauren

Kathy SchwartfigureYopp

Thanks again, Lauren. Unfortunately, I don't see the file attached. You can email me directly at kyopp@ndec.org.


Kathy

Lauren Schler CFRE bCREPro

Unfortunately the attachment doesn't come through on this website. Please email me at lauren@staupell.com if you'd like a copy of the Excel file. There was a great demo at bbcon last week about how to do this. I post to request that the video of the demo be posted on the community.


Best,


Lauren

Melanie Lachcik

We are struggling with the same thing so any ideas, solutions or examples that anyone could share would be greatly appreciated!  

JoAnn Strommen

Have played with Pivot reports some but not a big fan yet.  If I were looking for donors who've given each month but do not have a pledge marked for monthly installments I would create a constituent query. If looking at last 6 months I'd go to summary information > gift > total # of gifts =/> 5 or 6.  Gift type 'cash'. Put date filter on for last 6 months.  Time frame and # of gifts could be what ever you like.  I would exclude 'staff' giving via payroll.

I'm not in RE right now to see if there would be any other filter needed.  But I'd give it a try.

James Andrews

Lauren Schler, CFRE, bCRE-Pro:

Unfortunately the attachment doesn't come through on this website. Please email me at lauren@staupell.com if you'd like a copy of the Excel file. There was a great demo at bbcon last week about how to do this. I post to request that the video of the demo be posted on the community.


Best,


Lauren

FWIW I could download the attachment

Lauren Schler CFRE bCREPro

Thanks for letting me know. One of the other respondees pointed out that the Totals columning was summing gifts rather than counting distinct months when giving had occured. I revised the spreadsheet to include a column with a CountIF formula that totals the number of months when the number of gifts is greater than zero. This gives an accurate count of the number of months that the donor has given.


Best,


Lauren



James Andrews:

 

Lauren Schler, CFRE, bCRE-Pro:

Unfortunately the attachment doesn't come through on this website. Please email me at lauren@staupell.com if you'd like a copy of the Excel file. There was a great demo at bbcon last week about how to do this. I post to request that the video of the demo be posted on the community.


Best,


Lauren

FWIW I could download the attachment

 

 

Christine Cooke 2

Kathy Schwartfigure-Yopp:

I need to create a list of recurring donors that send in checks once a month. They have not been recorded as recurring because they do not have the automatic credit card charge.  We have recently realized that some donors give monthly on their own accord. I know how to use the Consecutive Years report but I'm having trouble setting up a query for consecutive months without it getting out of control. Any suggestions?

In a Query use the summary information on gift to look for total number of gifts = 12 and the gift date is between whatever 12 month period you want to use -- your FY or calendar year -- that should give you a list of those that give monthly.