Report on increase giving in relation to previous gift

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Melanie Lachcik
Melanie Lachcik
Ninth Anniversary 10 Comments Photogenic Name Dropper
in Blackbaud Raiser's Edge NXT®: General Discussion
I am looking for a way to report on increased or decreased giving based a donor's previous gift in relation to the most recent gift regardless of the gift's date.  I would like to be able to run a weekly report/list/query showing me all donations from last week and if this gift if higher/lower/same as their previous gift.  Does anyone know of a good way to accomplish this?  
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Have you looked at Reports > Analytical > Comparative Report?  Compares two time periods for increases/decreases.
  • Melanie Lachcik
    Melanie Lachcik
    Ninth Anniversary 10 Comments Photogenic Name Dropper
    I have...the trouble is it uses dates as the parameters. I would like to compare gifts regardless of the time frame of the previous gift.  So if a donor gave $100 in May of 2018 and then $200 in July of 2018 I would like something that shows me that the newest gift is higher than the previous gift regardless of date.  Would there be a way to accomplish this in the comparative report that I am perhaps not thinking of?
  • Aaron Rothberg
    Aaron Rothberg
    Eighth Anniversary 500 Likes 100 Comments Name Dropper
    Hi Melanie-


    It sounds like you want to compare Last Gift with Gift before the Last Gift. There's nothing like this within Raiser's Edge that I know of, but you could do this in Excel by Exporting the last two gifts in Descending order from all gift dates and then write a formula to compare last gift to the gift before the last gift.

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  • Melanie Lachcik
    Melanie Lachcik
    Ninth Anniversary 10 Comments Photogenic Name Dropper
    Yes Aaron that is what I want to do...I just tested your solution and I think it worked!  Thank you so much!  It would be great if there was something in RE that allowed for this natively.  I was able to create a query to narrow down the group that I want to compare.  This should be pretty easy for me to export on a regular basis.  Thank you again for the help! 
  • Aaron Rothberg
    Aaron Rothberg
    Eighth Anniversary 500 Likes 100 Comments Name Dropper
    You might also think about keeping your formula in a text file handy so you can quickly paste it into your Export. I like text for these types of things so I'd use something like (assuming S2 is Last Gift Amount and R2 is Gift Amount before Last Gift):


    =if(S2>R2,"UPGRADE",if(S2=R2,"SAME",if(S2<R2,"DOWNGRADE")))
  • Melanie Lachcik
    Melanie Lachcik
    Ninth Anniversary 10 Comments Photogenic Name Dropper
    Thank you so much!  This formula is incredibly helpful!  Good tip on keep it on hand...I will start to do that with some of my other things.  

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