Reporting on donation levels

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Catherine Moore 2
Catherine Moore 2
Ancient Membership First Comment Facilitator Level 1
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions

Is there a way to run a report to compare the performance of different donation levels to see which are most popular and which are not effective? Thanks in advance!

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  • Brian Mucha
    Brian Mucha
    Ancient Membership 2500 Comments 250 Likes Name Dropper

    I found an interesting one. Not quite what you want but... it does show the number of gifts and average gift amounts by Campaign.

    Reports Classic > Analysis Reports > Donation Form Analysis Report

    Analysis Dimension = Donation Form and Donation Level

    Otherwise, I think it should be fairly easy to pull a transaction report out of report writer and stick it into excel to make a bar chart.

    Regards, Brian

  • Brian Mucha
    Brian Mucha
    Ancient Membership 2500 Comments 250 Likes Name Dropper
    Brian Mucha:

    I found an interesting one. Not quite what you want but... it does show the number of gifts and average gift amounts by Campaign.

    Reports Classic > Analysis Reports > Donation Form Analysis Report

    Analysis Dimension = Donation Form and Donation Level

    Otherwise, I think it should be fairly easy to pull a transaction report out of report writer and stick it into excel to make a bar chart.

    Regards, Brian

    Geez I'm so obsessive. I had to try it.

    Create a transaction report with all your transaction amounts in the first column for the desired date range and donation forms. You wind up with a report that is just a stack of numbers - one row per donation. Get that report into Excel.

    Now you are going to create a Histogram. See http://www.ncsu.edu/labwrite/res/gt/gt-bar-home.html#ith



    Next make a 2nd column next to your data set column, which will be the level values or 'Bins'.

    Net Transaction   AmountBins505.00010.002020.002525.001030.002550.002575.0010100.00100150.0020200.0020300.0020400.0020500.00201000.00202000.00203000.00204000.00205000.002010000.0020202020and so on...

    Finally, in a 3rd column you will add a formula using the FREQUENCY function. (Pay attention to the article on the odd way of filling that formula down your column.) This will result in a column that has the number of occurance of each bin in the dataset.

    Net Transaction   AmountBinsHistogram505.0084010.00662020.003822525.001141030.00342550.002822575.008910100.00203100150.007120200.0014620300.005620400.001320500.0024201000.009202000.000203000.000204000.000205000.0012010000.000202020and so on...

    As you see in my experiment the 20.00 bin was the most popular, followed by 50.00 and then 100.00. Neat!

    Regards, Brian

  • Catherine Moore 2
    Catherine Moore 2
    Ancient Membership First Comment Facilitator Level 1
    Brian Mucha:

    Geez I'm so obsessive. I had to try it.

    Create a transaction report with all your transaction amounts in the first column for the desired date range and donation forms. You wind up with a report that is just a stack of numbers - one row per donation. Get that report into Excel.

    Now you are going to create a Histogram. See http://www.ncsu.edu/labwrite/res/gt/gt-bar-home.html#ith



    Next make a 2nd column next to your data set column, which will be the level values or 'Bins'.

    Net Transaction   AmountBins505.00010.002020.002525.001030.002550.002575.0010100.00100150.0020200.0020300.0020400.0020500.00201000.00202000.00203000.00204000.00205000.002010000.0020202020and so on...

    Finally, in a 3rd column you will add a formula using the FREQUENCY function. (Pay attention to the article on the odd way of filling that formula down your column.) This will result in a column that has the number of occurance of each bin in the dataset.

    Net Transaction   AmountBinsHistogram505.0084010.00662020.003822525.001141030.00342550.002822575.008910100.00203100150.007120200.0014620300.005620400.001320500.0024201000.009202000.000203000.000204000.000205000.0012010000.000202020and so on...

    As you see in my experiment the 20.00 bin was the most popular, followed by 50.00 and then 100.00. Neat!

    Regards, Brian

    Thanks Bryan - that's incredibly helpful!!!

    The pictures make it easy to follow! Thanks a mil, and have a great weekend!

  • Brian Mucha
    Brian Mucha
    Ancient Membership 2500 Comments 250 Likes Name Dropper
    Catherine Moore:

    Thanks Bryan - that's incredibly helpful!!!

    The pictures make it easy to follow! Thanks a mil, and have a great weekend!

    No problem.

    Let us know what you discovered. I did the past year and came up with this...

    TeamRaiser Donations

    image

    BinsHistogram$5.00208$10.00758$20.001400$25.002800$30.00373$50.003153$75.00362$100.001710$150.00132$200.00190$300.00274$400.0042$500.0078$1,000.0042$2,000.008$3,000.001$4,000.000$5,000.004$10,000.002

    Regular Donations

    BinsHistogram$5.0072$10.0097$20.00591$25.00469$30.00125$50.001020$75.0059$100.003710$150.00296$200.00747$300.00530$400.0052$500.00155$1,000.0072$2,000.0013$3,000.0012$4,000.005$5,000.0011$10,000.007
  • Brian Mucha
    Brian Mucha
    Ancient Membership 2500 Comments 250 Likes Name Dropper
    Brian Mucha:

    No problem.

    Let us know what you discovered. I did the past year and came up with this...

    TeamRaiser Donations

    image

    BinsHistogram$5.00208$10.00758$20.001400$25.002800$30.00373$50.003153$75.00362$100.001710$150.00132$200.00190$300.00274$400.0042$500.0078$1,000.0042$2,000.008$3,000.001$4,000.000$5,000.004$10,000.002

    Regular Donations

    BinsHistogram$5.0072$10.0097$20.00591$25.00469$30.00125$50.001020$75.0059$100.003710$150.00296$200.00747$300.00530$400.0052$500.00155$1,000.0072$2,000.0013$3,000.0012$4,000.005$5,000.0011$10,000.007

    By the way, my Regular Donations chart is not 100% accurate as I neglected to filter out the forms that were actually for tickets and raffles, which are set amounts and take the choice away from the Constituent.

    Regards, Brian

  • Catherine Moore 2
    Catherine Moore 2
    Ancient Membership First Comment Facilitator Level 1
    Brian Mucha:

    By the way, my Regular Donations chart is not 100% accurate as I neglected to filter out the forms that were actually for tickets and raffles, which are set amounts and take the choice away from the Constituent.

    Regards, Brian

    I did it. Althouhg it took me about three tries. I was doing this for one event type over the last three years, and the struggle I have is that products and registratio fees come in through the donation form too. But generally it got me what I needed, even if I have to factor in some gaps in the data.

    Bin amountsFrequency count0-5                                1445-20                            3,44720-35                            4,23535-50                            3,21850-65                                70065-75                                12575-100                            3,164100-150                                222150-200                                283200-250                                124250-350                                  53350-500                                  85500-765                                  24765-1000                                  251000 and up                                    9

    As you can see, our numbers are clustered on the lower end, with the exception being around 75-100...which are mostly 100s.

    Thanks so much for your help - I would have never come up with this on my own!

    Cathy

  • Brian Mucha
    Brian Mucha
    Ancient Membership 2500 Comments 250 Likes Name Dropper
    Catherine Moore:

    I did it. Althouhg it took me about three tries. I was doing this for one event type over the last three years, and the struggle I have is that products and registratio fees come in through the donation form too. But generally it got me what I needed, even if I have to factor in some gaps in the data.

    Bin amountsFrequency count0-5                                1445-20                            3,44720-35                            4,23535-50                            3,21850-65                                70065-75                                12575-100                            3,164100-150                                222150-200                                283200-250                                124250-350                                  53350-500                                  85500-765                                  24765-1000                                  251000 and up                                    9

    As you can see, our numbers are clustered on the lower end, with the exception being around 75-100...which are mostly 100s.

    Thanks so much for your help - I would have never come up with this on my own!

    Cathy

    Awesome, glad to help.

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