Pulling New Donors by Fiscal Year

If I were to do this I would do the following:


Set up three separate queries (or reuse the same one but use to produce a different export file for each of the three years):


First Gift Date between 7/1/15 and 6/30/16 (or whatever your FY date range is)


Attach query to an export and include whatever demographic information you want (I'd strongly suggest Constituent ID or Import ID)


Include a Summary of Gift for total gift amount with criteria of the FY gift range you are pulling for (so for the example query above it would be Gift Date between 7/1/15 and 6/30/16), filter for any specific Campaign/Fund/Appeals that are important (or leave as include all if this isn't important) and filter on gift type (probably all cash types, but again it depends on what is important for your organization)


Hope that helps!

Joanne

I cannot say for certain it matters in your case, but I will create my queries based on the most important aspect.  For instance, I would choose constituent query in your case because your primary concern is the constituent. 

Another thing to take into consideration is the export.  If you choose a gift query, you cannot use a constituent type export.

You could do this with one query that pulls all first gifts with a greater than or equal to date of 1/1/17 (go back 3 years) and make sure you include the constituent codes you want. Then in your export, include summary columns for the number of all gifts less than 1/1/17; a column for all gifts in 2017, a column for all gifts in 2018 and one for 2019. Include a column for first gift date and first gift amount.


Then when you run it, check that less than 1/1/17 column to make sure those columns are empty. If they have a number in them, they gave before your date range and can be removed from your spreadsheet.