Tracking Increased Donations
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I need to run a report in Raiser's Edge to track individual donors whose last gift shows an increase from their second-to-last gift. I've tried to create this report using queries, exports, and comparative reports, but have been finding this more tricky than I expected. Any advice on the easiest way to track this data on a weekly basis? Thank you!
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I'd do it in Crystal Reports, but if you're not familiar with CR you could probably do it Exporting to Excel. Do a Constituent Export based on a Constituent Query (Criteria: Last Gift Date equals Last Week). Export Gifts: number of Gifts to Export = 2; with these Date = Last Week; Order Gifts By Date = Descending.
Within Excel you can then compare the two Gift Amounts to see if there has been an increase.
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Thanks for the response! The trouble I'm having is with my time frames -- I need to track individual donations received from May 2019 - April 2020 that show an increase on their last donation from any point in the past, and our database goes back to the early 90s! Right now, my Export documents take a half hour to complete because I can't narrow down the export to just search for donations received from May 2019 - April 2020 (where donors had also made 1 prior gift). Any thoughts on how to efficiently build this export?0
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I need to learn to not make posts here until I've had my 2nd cup of coffee.
The "Last Week" date range in the Gift Criteria is wrong. It should be "Include all dates." The only other change needed would be to change the Criteria of the source Query to be that Last Gift May 2019 - April 2020 date range.
Depending on the size of your database and the speed of your SQL server 30 minutes wouldn't necessarily be an unreasonable amount of time for the Export to run.
The source Query gives you only the Constituents who have given in the time frame you're looking at for the most recent gift. The Export then looks at only the two most recent gifts so you can compare the amounts of those to see who increased.3 -
I add a gift attribute of Increased Gift to the donation. I can query on that attribute. And I have a dashboard set up to show number of increases. I also track decreases, new donors, renewals and recaptured donors. We track this information on our annual fund only. It doesn't track amount of increase though, so not sure if it will be helpful to you.2
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Thank you John, I think you cracked the code with changing the source query criteria to Last Gift Date for the date range I specified. You were very helpful in building a new and tricky export, and I appreciate it!2
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