How to track constituents who give the same amount for a consecutive period

Stephanie Hale

Does anyone know how to track constituents who give the same amount for a consecutive period? I see how to track donors who give over a consecutive period, but how do you track a consecutive gift amount?

Joe Moretti 3

@Stephanie Hale Unless someone knows something that I don't, I do not think there is a way to track donors who have given the same amount for a consecutive period.

Austen Brown

@Stephanie Hale - Joe is right, this would need to be something where you export data from the system and analyze it in excel. I recommend including summary information for giving within your export.

Alex Wong

@Stephanie Hale
This can be done in query if I'm understanding your need properly.

If by “consecutive period” you mean annually and if by “same amount” you mean same “total amount within that period” instead of single gift, then

you can do a constituent query and with criteria of “summary of gift amount", set the gift type and date range of 1 period (i.e. 1/1/2019-12/31/2019) and that this “sum” is equals to the amount you are seeking. Then add 2nd “summary of gift amount” and set the same gift type but next date range and “sum” is equals to the same amount. So on and so forth for all period you want to look at.

If you are not seeking for a “single amount” but a “range” (maybe you are doing a consecutive donor category), then you can set the “sum” to be in a range (i.e. between $10K-$50K)

However, if you are looking for “same amount” (specific number, not range) and “any” amount, then you will need criteria the “sum” to be greater than $0, and export all the columns of “summary of gift amount” and “play” with the data in Excel after exporting.

say if you have excel column B C D is the 3 periods, you can have a column that has a formula for =AND(B2=C2,C2=D2) and if true, then giving for 3 periods is the same, for whatever the amount