Hello,
I am trying to compare year to date contributions in several funds for this fiscal year against year to date contributions in the same funds for last fiscal year. I believe that I must use a Campaign Fiscal Current Year Offset filter to compare the two years, and a Contribution Date Fiscal Year To Date Flag filter to only compare YTD gifts.
When I add the Campaign Fiscal Current Year Offset filter the numbers look correct. However, when I add the Contribution Date Fiscal Year To Date Flag filter, the numbers are much different than what I am seeing if I run the Campaign Giving Comparison report with similar parameters.
I appreciate any advice you can give on the correct use of filters.
Thank you,
John
If anyone has any suggestions for a concrete date to a YTD filter formula, I would greatly appreciate it.
I tried the below, but it threw an error.
{ "from": "2022-07-01", "to": { "last": { "offset": 365 }, "custom": true }}
Hi John,
This looks like what you're trying to accomplish:
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Where the value for the current FY is just the total contribution amount to Campaign Fiscal Year = 2024. And the value for last year to date is the total contribution amount to Campaign Fiscal Year = 2023 where the contribution date is before today last year.
( [Total Amount] , [Campaign Fiscal Year = 2023] , [Days in Contribution Date Last 1000 offset 365] )
If you need it Year to Month instead of Year to Date, then the [Days in Contribution Date] filter would probably be more like
[Months in Contribution Date Last 24 offset 13]