Use a constituent report to see which of your constituents have given at least once in a specified time period, and add a column to see total giving in each time period, as well. You'll be able to compare a constituent's yearly giving side-by-side.
You'll also see if a constituent has any gaps in their yearly giving. You can use these reports to send letters and emails.
Start With a Report Template
The Loyal Donors report template is a great place to start when you want to report on year-over-year giving. Begin with this template and modify it to suit your needs. You can access a new Loyal Donors report by logging in to Bloomerang CRM and following this link.
Or, to access the report within Bloomerang CRM:
Click Reports.
Click New Reports.
Click Loyal Donors.
Click Start Report.
By default, the Loyal Donors report filters to include constituents that are individuals and who gave a donation, pledge payment, or recurring donation payment between 2021 and 2025. It excludes any constituents marked deceased in Bloomerang CRM.
Also by default, the columns show the name, the sum of lifetime revenue, the number of all revenue transactions, the year-to-date revenue, and the cumulative revenue by year for the last five years for each constituent.
Note: Because this is a constituent report, the filters set the criteria to show (or not show) a constituent in the report. The columns, however, have the ability to show information that may exist "outside" of the filters. For example, the report may filter to include constituents that have transactions during a specific year, but a column can display revenue amounts from any year.
Create Your Own
For this example, we’ll run a report to see which constituents gave at least once during a specific two-year period. We'll then add columns for annual revenue.
Tip: These instructions help you manually create a report. You can also use natural language to describe your report and watch it come to life. For more information, read About Conversational Reporting.
To manually create a report from scratch:
Click Reports.
Click New Report.
Select one of the Constituents report options.
To create a report that focuses on constituent profile information, such as address and email, click the Constituent - Profile Starter (Start from Scratch) constituent report.
To create a report that focuses on constituent transaction information, such as Last Fiscal Year Revenue and Latest Transaction Date, click the Constituent - Transaction Starter (Start from Scratch) report.
Click Start Report.
Customize your report by adding filters and columns.
Add Filters
To add filters to the report you created:
In the Include section of your report, click Add Filter.
Search for and select Has Transactions.
From the Records list, select Specific Transactions.
In the Include section for that filter, click Add Filter, then search for and select Date.
Click During and select Between.
Enter the Start Date.
Enter the End Date.
Click Apply.
Click Apply.
Note: In this example, we're only filtering by date range, but you can add other parameters, as well, for example, if you are only looking for specific transaction types, or giving to a certain Fund, Campaign, or Appeal.
Add Columns
To add columns to the report you created:
In your report, click Columns.
Search for Has Transactions.
Click Add.
Click Apply.
Hover over the Number of Transactions column.
Click More Options (three vertical dots).
Select Configure Column.
Click Number and select Sum.
Click Amount and then select Revenue Amount.
Click All Transactions and select Specific Transactions.
In the Include section of this column configuration, click Add Filter.
Search for and select Date.
Click During and select Between.
Enter the dates for the first year period.
Click Apply.
Change the Column Name to the year.
Click Apply.
Click Columns.
Search for Has Transactions.
Click Apply.
Hover over the Number of Transactions column.
Click More Options (three vertical dots).
Click Configure Column.
Click Number and select Sum.
Click Amount then select Revenue Amount.
In the Include section of this column configuration, click Add Filter.
Search for and select Date.
Click During and select Between.
Enter the dates for the second year period.
Click Apply.
Change the Column Name to the year.
Click Apply again.
Keep adding columns until you have one for each year period that you are looking for, then save your report.
Tip: To view giving by household, click Constituent where it says Constituent Filters, then select Household. The report will be filtered by combined giving of all members of a household. This does not affect constituents who are not in a household.