Hi all - I've been asked to pull two lists that I'm not quite sure how to get.
1. Anyone who has given ANY gift to us for 20 years - does NOT have to be consecutive years. Recently someone on the forum gave me great advice on how to get a list of people who had donated to a specific campaign for consecutive years, but that solution isn't really working here (running a list for each campaign - which are designated by year for example Annual Fund 13-14, and then combining those lists using the AND operator). In this case though I think I need to somehow use the fiscal year rather than the campaigns, as we have so many campaigns in one year. Or is there a Canned Report that I am completely missing that would give me this information?
2. Anyone who has given a gift to a specific event (which are linked to campaigns, i.e. COCAcabana 13-14, COCAcabana 12-13) more than 3 times but not necessarily consecutively.
Can anyone give me some advice on these? They aren't clicking with me for some reason! Thanks in advance!
Gina,
There is a canned report that may work for you. Look at Reports & Utilities->Development->Donor FY Giving Summary. This report will give a row for each Fiscal Year with a total amount for each donor. You could then export this to Excel and do a quick Pivot Table on it to easily see who has given 20 years or more.
Thanks so much Terry! Unfortunately no one here is very familiar with Pivot Tables but we do have a user taking a class on these this very week! She's going to take my data and use it as a real-life example in class to try to get our results.
My question now, for this example, is what would be the best List (criteria for building one) to use in this Donor FY Giving Summary canned report, in order to get out this data? Perhaps just a list of All Records?
I appreciate your (or anyone else who wants to chime in!) help!