I am trying to find donors who make two or more gifts a year and was wondering if anyone out there has a way they do this?
My though was to run my list of yearly donors through the fund activity report and search for those with multiple payments. I would suppress my monthly donors.
Thoughts?
It's not super-sophisticated, but I've exported Fund Activity Report or Current Constituent Giving By List to Excel, then used a Pivot Table to get Counts of name/ID/whatever column would be the same across multiple gifts.
Watch out for adjustments and zero dollar gifts!
The Campaign Giving Comparison report in the Campaign and Appeals folder returns a column of number of gifts, header is gp1_cont_count. You can select the campaign(s) for group 1 that you are interested in, and select any campaign for group2 and just ignore those columns in the output. Another great thing about the report is that you can include soft credits if you want. Filtering on the gp1_cont_count, you can select anyone who has 2 or more.
Hope that helps.
T.C. Brown
Database Administrator
412.392.4834
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Joyal Sent: Monday, September 12, 2016 4:51 PM To: TC Brown <TBrown@pittsburghsymphony.org> Subject: [Tessitura Development Forum] Multiple gifts
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Thanks to you and to Michael for the assist. It helped me get the task completed!
Michael JoyalDirect 204 954 6411
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of T.C. BrownSent: September-13-16 8:39 AMTo: mjoyal@royalmtc.caSubject: RE: [Tessitura Development Forum] Multiple gifts
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael JoyalSent: Monday, September 12, 2016 4:51 PMTo: TC Brown <TBrown@pittsburghsymphony.org>Subject: [Tessitura Development Forum] Multiple gifts