donors giving history for multiple years and at specific amounts

Keil Corey · August 2015

Hi all,

I am new to reports and have a timely request to provide a couple reports for donor giving history. Some of this I could accomplish through queries but I'm afraid it would be a time consuming and cumbersome process.

The two most pressing reports I need are as follows:

1) A list of all donors with giving history (date, amount) for the past five years, sorted by cumulative/total giving.

2) A list of total number of donors at $99 or less and total dollar amount this represents for the last three years. I will pulling this list at different giving levels.

What kind of report do you recommend I use to accomplish these tasks?

Thanks!

Carolyn Moatz · August 2015

For the first list, I'd run a query or use a report (donor category or gift detail report) to pull the list, then do an export into excel with the info I needed, and sort from there. Make sure you account properly (how you want) for soft credits and matching gifts.

The second list you can do by setting up the giving categories (go to Config/Tables, right click in the table box on the left side and select new donor category table), and running the Donor Category Report with that table selected on the format tab (select detail on the left side to see the option).

Keil Corey · August 2015

Thanks, Carolyn! I'll give your recommendations a shot and report back.

Keil

Chester Bammel · August 2015

Unfortunately, I don't know the RE fields that well to be able to tell you the exact fields to put on the report, but it should be fairly easy to create these reports, and they both are essentially the same report.

For the first report

Create a report with your necessary fields such as date and donation amount in the details lines.
Create a Group for the Donor Name
Create a summary of the donation amout by donor name
From the top, select the Group Sort Expert. Choose All in the dropdown and select the summary to sort by and choose ascending or descending, depending upon prefrence.
In the selection expert, exclude donations geater than 5 years back. There are several ways you could do this. You could use a date parameter, a year parameter, or for several other ways to limit the donations to only those in the last 5 years.

For the second report

Do pretty much the same as above, limiting to 3 years
Create a number parameter for donation amount. This will allow you to set the giving level.
Using the selection expert, choose the GROUP selection expert.
Choose the Sum of the donations and set it <= the parameter. The report will then only show donors who's donations are less than the value you set. You could also have a second parameter to create a range and have the values between parameter 1 and parameter 2.
A grand total of the donations would give you the total amount.
For the count, create a variable formula with a numbervar counter in the group footer. Counter:= Counter + 1. If you are not familiar with variables in Crystal, you can research that or we can address it separately.

donors giving history for multiple years and at specific amounts

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