Consecutive Giving Report?

Kerry AyresSmith · June 2019

Hello!

My development director wants a giving report that is a consecutive giving report that shows giving to the annual fund over the past three years. She wants it in the format of column 1 = name, column 2 = gift to annual fund 2015-2016. column 3 = gift to annual fund 2016-2017. column 4 = gift to annual fund 2017-2018.

How would you guys do this kind of report?

Thanks!

Karen Stuhlfeier · June 2019

Use the Consecutive Donor Report in RE to find your consecutive donors. Attach the output query to your export and you can easily get the columns you want. You can also make a Crystal report using using these data sources.

Aaron Rothberg · June 2019

Hi Kerry-

I would plug a Constituent query into a Constituent Export. Below are screenshots of what I would use for the criteria in my Constituent query and the Results for my Constituent Export. The criteria you see will present results for only the constituents that made a gift in all three fiscal years.

One note, I left out Gift Types and Annual Campaign from my criteria simply to make the screenshot more readable. You’ll want to add Gift Type Is One Of and including everything except Write offs and Pledges. Make sure you use the same Gift Type inclusion in your Export Gift Summaries and also Filter on Annual Campaign in both the query and the Export Gift Summaries since you mentioned that as part of your requirements.

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UPDATE:

Here's what the query looks like if I finish building out the Gift Types and specify the Annual Campaign.

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Kerry AyresSmith · June 2019

I'm still getting a bunch of really old gifts, even when I specify the date range. Do you know what is causing that?

Aaron Rothberg · June 2019

My guess is it has something to do with your query criteria. Can you post a screenshot of that so we can all see what you see? No need to show the results, just the criteria.

Another thought without seeing your Criteria or Output, if you use Gift Summaries in your Criteria and try to list individual gifts in your Output, you'll see old gifts because this is a Constituent Query, not a Gift Query. If you output only the Gift Summary values themselves, you won't see any older gifts in the Output.

Kerry AyresSmith · June 2019

Attached is a screenshot of my query criteria.

Barbara Schlichter · June 2019

You need to have AND between the summary totals, you have OR.

Aaron Rothberg · June 2019

The other problem is that you are using less than or equal to $999. Guess what number is also less than or equal to 999? Zero! You're retrieving every constituent in your database with that query.

Change the ORs to ANDs and change the gift amount to BETWEEN $1 and $999.

EDIT: I see you are also including Recurring Gift in your Gift Types and that's a pledge. You should only include Recurring Gift Pay-Cash, the pledge payments.

Kerry AyresSmith · June 2019

If I change the ORs to ANDS will it only pull people who have given to all three fiscal years?

Aaron Rothberg · June 2019

"If I change the ORs to ANDS will it only pull people who have given to all three fiscal years?"

Correct. You did say consecutive giving at the beginning of this thread, no? I understood that to mean consecutive years giving. If you are simply looking to report on giving each fiscal year and you have no interest in consecutive year donors, you'll need a different criteria set, depending upon the segment of constituents you wish to report upon.

Consecutive Giving Report?

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