You can build a report to see which of your constituents have been giving each year. This report can show you who has been giving in each of the specified time periods, and you can add a column to total giving in each time period, as well. You can use these reports to send letters and emails.
For example, let's run a report to see which constituents gave in each of the last three years. We'll then add columns for revenue given in each year.
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.
Create a Report
To create a consecutive giving report:
Click Reports.
Click New Report.
Click the Constituent - Transaction Starter (Start from Scratch) constituent report.
Click Start Report.
Add Filters
In this example, we are only filtering by date range, but you can add other parameters as well, such as specific transaction types, or donations to a certain fund, campaign, or appeal.
To add filters to the report you created:
In the Include section of your report, click Add Filter.
Search for and select Has Transactions.
Click All Transactions and select Specific Transactions.
In the Include section for the Has Transactions filter, click Add Filter.
Search for and select Date.
Click During and select Between.
Enter the Start and End dates for the first year time period.
Click Apply.
Click Apply again. This will give you a list of constituents who have given in the first year period.
In the Include section, click And.
Search for and select Has Transactions.
Click All Transactions and select Specific Transactions.
In the Include section for the Has Transactions filter, click Add Filter.
Search for and select Date.
Click During and select Between.
Enter the Start and End dates for the second year time period.
Click Apply.
Click Apply again. Now this report shows constituents who donated in the first and second year period.
Keep adding filters until you have one for each year period that you are looking for.
Click Save.
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 column you added.
Click More Options (three vertical dots).
Select Configure Column.
Click Number and then select Sum.
Click Amount and then select Revenue Amount.
Click All Transactions and then select Specific Transactions.
In the Include section, click Add Filter.
Search for and select Date.
Click During and then select Between.
Enter the Start and End dates for the first year period.
In the Include section, click Apply.
Change the column name to the first year period.
Click Apply again.
Repeat these steps for the second year period. Keep adding columns until you have one for each year period that you need.
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 doesn't affect constituents who aren't in a household.