Constituent Report for Year over Year Gift

Susan Chomsky

How do i generate a report that shows all constituents that had yearly giving increase from year to year?

Karen Stuhlfeier

You can use a Comparative Report in the Analytical Reports section of Reports or you can export both years of giving to excel and use a formula to find those who have increased their giving.

JoAnn Strommen

Analytic Reports > Comparative Report will compare for increases/decreases....  Karen just posted same.

Susan Chomsky

JoAnn Strommen:

Analytic Reports > Comparative Report will compare for increases/decreases....  Karen just posted same.

Is there any way to add columns to the reports

 

Susan Chomsky

Karen Stuhlfeier:

You can use a Comparative Report in the Analytical Reports section of Reports or you can export both years of giving to excel and use a formula to find those who have increased their giving.

 

Thank you for your reply. I like the Comparative Report but it doesn't include constituent ID's. So I created a query for Donors with cumulative gifts of $500 and up in Year 1 and on the output tab include that and cumulative gift totals for year 2 with name and ID. the excel formula "cell 3b-cell 3a= "shows the increase or decrease in giving Year Over Year.  The query in RE is hyperlinked to the record and the exported Excel file is sufficient for this purpose.  

JoAnn Strommen

No, a short-coming of this report and others. Option I've heard that others use is to include constituent ID as the addressee format.