Query/Export/Report outlining upgraded gifts

Kelly Sauter

Has anyone created a query/export/report which outlines upgrading donor giving?  The only idea I have is to pull gifts for say the last 3 years and compare giving amounts side by side.  We are trying to map out upgrading a donor's giving level.  Any thoughts?

JoAnn Strommen

The Reports > Analytical > Comparison report would help you if you're only looking at two time periods.  We're looking at more periods than that so I created a query pulling donors to specific funds/periods and used that query in Export.  Each period we want to compare is a column of data in my excel sheet, Then I put in formula columns for the difference in $/% for what we needed.  There may be other ways to pull it.  This was just easiest for me.


Definitely wish there were more comparison reports built into RE with a high amount of flexibility.

Dale Anania

Thanks JoAnn. I agree, there should be more comparison reports built-in!

Jessie Kiefer

Hello,

I'm a relatively new user to RE,  I just finished the fundamentals training this week, but I  have basically been tasked with creating a comparitive export just like the one that you described in your post.  But when I try to create the export from my query, it pulls in the entire gift history for our foundation.  I am not finding where I can select the date ranges for each column.


Any help would be greatly appreciated.