Pulling a list of donors who give consecutive years

Hello,

I haven't been able to find a forum posting for this issue:  I'm working on an extraction where I need to find out what donors give frequently. I built a criteria set that used my different date ranges of fiscal years all together, the contribution date ranges for Fiscal Years 2006, 2007, 2008, 2009, 2010, & 2011, so that it would consider it an "AND," not an "OR" (per the instructions of the documentation for the Criteria for Lists and Extractions) between the different date ranges.

This results in zero constituents being pulled. I decided to take away some of the date ranges, since it may have been too restrictive--maybe there really isn't one person who gave all 6 years? I troubleshooted a bit on my own, taking away all the date ranges except one works fine, I end up with the list of constituents who gave during that fiscal year. I even tried just doing two consecutive years, 2010 and 2011, which I know have some overlapping donors...but again, nothing. When I pulled for just one year, for 2010, I once more had a nice tidy list of constituents.

Does anyone know how to do this? I don't even need the constituents for every fiscal year, just the frequent ones, something that could tell me the donors that gave 3 or 4 out of the last 5 years is great.

greatly appreciated,

 

Ruthie Hubka

 

Parents
  • I know that one contribution won’t be in all the years, but shouldn’t it pull the constituent if they have a contribution in both of the fiscal years that I have listed? Two gifts for example, one in my FY2010 date range, and the other in my FY2011 date range, from the same constituent. So if my criteria set was for the contribution date in the first date range AND for the other fiscal year, shouldn’t it pull that constituent because they gave in both years?

     

    Am I not understanding the query implications of the contribution date criteria? I’m just trying to figure out how it should work. Thanks!

Reply
  • I know that one contribution won’t be in all the years, but shouldn’t it pull the constituent if they have a contribution in both of the fiscal years that I have listed? Two gifts for example, one in my FY2010 date range, and the other in my FY2011 date range, from the same constituent. So if my criteria set was for the contribution date in the first date range AND for the other fiscal year, shouldn’t it pull that constituent because they gave in both years?

     

    Am I not understanding the query implications of the contribution date criteria? I’m just trying to figure out how it should work. Thanks!

Children
  • Hi Ruthie,

    To rephrase Tom's post a bit, the query as it gets written in the criteria set is trying to make two date ranges true for a single line item, which is not possible. (I think I've got that right)
    To get the results that you are looking for you would need to either manually edit the query, or as Tom states build some custom t_keyword elements.
    As a workaround, if you can use Campaigns to get your results, you should be able to create a separate entry in the set for each campaign to be considered with the operator of "has" which will should look for everyone that has given to all of those campaigns.

    Hope that helps.



    [edited by: Ryan Rowell at 6:55 PM (GMT -6) on 14 Jun 2011]