A list or comparison for just two years/time periods
Use the Comparative Report can list totals for each one and perform an analysis between them.



A list or comparison for two or more years/time periods
A constituent Export can be used to calculate those totals by exporting summary information total amount fields multiple times. (Note: A constituent Export is recommended over Query to help avoid possible duplicates in the results.)

Before getting started, it's important define the settings for each year/time period in order to export accurate totals. Each year/time period's summary information field must have consistent settings so the data is accurate between them (i.e., "apples to apples"). Consider the following for the desired export's giving totals:


Here's an example in reviewing these settings: When planning an Export totals to compare giving between years/time periods, review the following to plan the settings for each year/time period's summary field:
Should be the same in each year/time period:
  • Soft credit setting
  • Matching gift setting
  • Gift Types
Might be the same or different depending on the year/time period:
  • Campaigns
  • Funds
  • Appeals
Should be different in each year/time period:
  • Gift dates


 


After defining the summary field settings, here's how to create an export that covers multiple years/time periods:

  1. Create a constituent export file. (Tip: Add a small query or just one record on the General tab while you build and develop this for quick testing.)
  2. Insert identifying fields, such as Constituent Information > Name.
  3. If not already done, go to File > Save to name and save this Export.
  4. Add a summary field for the first year/time period at Summary Information > Gifts > Total Gift amount
  5. On the General tab, enter the dates, soft credit, and matching gift settings.
  6. On the Filters tab, specify the desired campaigns, funds, and appeals. (Note: A gift query can also be used if needed.)
  7. On the Gift Types tab, specify the desired types to include and other settings.
  8. Click OK.
  9. In the selected Output Fields at the top, click on the bolded New Constituent Export (or the name of Export from step 3).
  10. Repeat steps 4 through 9 to add a summary information field for each desired total.
  11. Before exporting, go to File > Save to save all your work. (Tip: Use File > Preview File Layout to view up to the first 15 rows so you can check your work without having to run the full Export.)
  12. Run the Export.