Consecutive Years at the Same Membership Level

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April SargentCouch
April SargentCouch ✭
Tenth Anniversary Facilitator 1 Name Dropper Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
What is the best way to query on members who have remained at the same membership level for X number of years?


Thanks!

April
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  • Aaron Rothberg
    Aaron Rothberg ✭
    Eighth Anniversary Facilitator 2 Name Dropper Photogenic
    Hi April-


    I'll leave it to someone else to suggest a canned report, but if I was to do this with query I would use Summary For Gifts and create one summary for each fiscal year constraining Gifts Types to everything except pledge types (Pledge, MG Pledge, Recurring Gift, Planned Gift) and write offs (Write Off, MG Write Off). I would then output that data to Excel and calculate number of years giving at the same level outside of Raiser's Edge.

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  • April SargentCouch
    April SargentCouch ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic

    Aaron Rothberg:

    Hi April-


    I'll leave it to someone else to suggest a canned report, but if I was to do this with query I would use Summary For Gifts and create one summary for each fiscal year constraining Gifts Types to everything except pledge types (Pledge, MG Pledge, Recurring Gift, Planned Gift) and write offs (Write Off, MG Write Off). I would then output that data to Excel and calculate number of years giving at the same level outside of Raiser's Edge.

    99240ad29870a48daa2079c11edb51d9-huge-gi

    365007ebf8f29cc0269fd7bbc8f38fff-huge-gi


     

    Hi Aaron, thanks for the suggestion! It seems like such a simple piece of information to want to know, but it's been very challenging to figure out the best way!

  • Aaron Rothberg
    Aaron Rothberg ✭
    Eighth Anniversary Facilitator 2 Name Dropper Photogenic
    The only report I could find that comes close is the Comparative Report under REPORTS -> ANALYTICAL REPORTS. It allows you to compare giving from the same population over two different time periods, but that's the draw back, you can only enter two different time periods. I suppose you could run the report over and over for the same population selecting different time periods with each run, but you'd have to glue all of your results back together into one big spreadsheet which is not too difficult. Feel free to private message me if you need some help dealing with the data in Excel.
  • April SargentCouch
    April SargentCouch ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic

    Aaron Rothberg:

    The only report I could find that comes close is the Comparative Report under REPORTS -> ANALYTICAL REPORTS. It allows you to compare giving from the same population over two different time periods, but that's the draw back, you can only enter two different time periods. I suppose you could run the report over and over for the same population selecting different time periods with each run, but you'd have to glue all of your results back together into one big spreadsheet which is not too difficult. Feel free to private message me if you need some help dealing with the data in Excel.

    Thanks again Aaron! I appreciate your input!

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