Our finance department would like to be able to tell the board that there were (say) 100 new donors in FY19.
In other words we would like to be able to track how many new donors we get a year regardless of what campaign and then be able to drill down on them. This is separate from the new, renew, reinstate option in Membership. They then want to use this criteria be able to say what channel the gifts came in on, what the dollar amount was etc, and even who they were. By being able to do this for each year we can then see, also, the ebbs and flows of new donors.
Any ideas?
Thanks
Margaret
You can build an output set that shows constituent details and contributions for current and most recent years, and include 'Contribution First Date' and 'Contribution First Amount' from the Contribution Details output elements. Works well for us.