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List of Continuous Donors

Lauren Stephenson
$organization

HI,

I am trying to pull a list of donors who have donated for the past consecutive 5 years. I am having trouble figuring out the best way to pull this list. Any ideas?


Thanks!

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  • Former Member
    Former Member $organization

    If your campaigns are set up this way I would probably just do

    Contribution Campaign IN (your FY14 campaigns)
    Contribution Campaign HAS (your FY13 campaigns)
    Contribution Campaign HAS (your FY12 campaigns)
    ...and so on.

     There is a little bit of room for error there--if for some reason somebody had their only contribution for one or more of those years adjusted to $0, they would still get pulled into this list even though they hadn't actually made a contribution that year. If that's close enough for you I think this should work. The key is to make sure you don't use "IN" more than once. Otherwise, if you want all donors over a certain amount for each of those years, or if you want to include additional criteria, the multiple lists suggested above are probably your best bet.

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  • Former Member
    Former Member $organization

    If your campaigns are set up this way I would probably just do

    Contribution Campaign IN (your FY14 campaigns)
    Contribution Campaign HAS (your FY13 campaigns)
    Contribution Campaign HAS (your FY12 campaigns)
    ...and so on.

     There is a little bit of room for error there--if for some reason somebody had their only contribution for one or more of those years adjusted to $0, they would still get pulled into this list even though they hadn't actually made a contribution that year. If that's close enough for you I think this should work. The key is to make sure you don't use "IN" more than once. Otherwise, if you want all donors over a certain amount for each of those years, or if you want to include additional criteria, the multiple lists suggested above are probably your best bet.

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