At a glance Report- last years fund?

Donna Richards

Hello- I am trying to compare our numbers from last year at this point to this year.  I ran an At-A-Glance report (which is typically what we use for a snapshot) and change the fund to last year and changed the dates to January 6th of last year.  When I run the report, it isn't accurate.  It appears to be around 75-100k lower than what we remember starting the year off.  Am I doing something wrong? could it be the pledges? Is there a better report to run to compare last year vs. this year?  Thanks for your help!

Ryan Hyde

Hi Donna.


Without knowing more details of exactly how you set your report up, it's not possible to diagnose. It could indeed be the pledges, so be careful how you dial in your settings for those. It coudl also be something as mundane as not having included the right gift type. 


However, there is a different report you can use for this sort of thing. If it is indeed a fund (or set of funds) you want to report on, then go to Reports > Campaigns, Funds, and Appeals Reports > Fund Comparison Summary. In this report, you'll want to select all dates in the General tab (and dial in any other settings you might need, though typically the default settings are fine), select the fund(s) you want to pay attention to in the Filters tab, set up your Gift Types tab as you see fit, you know, all the usual stuff. 


The real magic happens in the Report Periods tab where you can set custom date ranges. So in the first row, put in the begin and end dates for last year's numbers, and in the 2nd row, put in the begin/end dates for this year's numbers. Then preview the report and you should see a side-by-side comparison of where you were last year as of Jan 6 and where you are thise year as of Jan 6. 


If this still doesn't give you the expected results, you may want to hop on to chat support and have someone help you troubleshoot your specific scenario. 

Christine Cooke 2

Donna Richards:

Hello- I am trying to compare our numbers from last year at this point to this year.  I ran an At-A-Glance report (which is typically what we use for a snapshot) and change the fund to last year and changed the dates to January 6th of last year.  When I run the report, it isn't accurate.  It appears to be around 75-100k lower than what we remember starting the year off.  Am I doing something wrong? could it be the pledges? Is there a better report to run to compare last year vs. this year?  Thanks for your help!

Under Reports --> Capaigns Funds and Appeals run a Fund Comparison Summary.  Be sure to take into account whether you are counting Full Pledge Amount vs. Pledge Balance and Payments made or your totals will be off.