To create a report for donors listing name, address, a total for the current year, totals for each of the past five years, and a lifetime giving total, follow these steps. In this example, the current year is 2018.

First, create a query for all constituents that have given to your organization in the years that you want to compare.
  1. Click Queries > Manage Queries.
  2. Click on the category that you want to store this query in (ex. Base).
  3. Under the Tasks menu, click New Query.
  4. Name the query (ex. All constituents that have ever given to our organization between X-X).
  5. Set the Starting Query to Base/All Constituents.
  6. Set the Data Return Type to Accounts
  7. Under Criteria Matching, select Match each criteria. 
  8. Select Commonly Used Fields from the Browse Fields drop down menu and click on Individual Transaction Received.
  9. Select Greater Than Or Equal To and fill in .01 in the amount field.
  10. Select Commonly Used Fields from the Browse Fields drop down menu and click on Journal Entry Date
  11. Fill in the date range that you want to compare. (For our example, if the current year is 2018, then enter the range of 1/1/2013 to 12/31/2018 for the full range of the report created below. Optionally, you can limit this date range, such as donors just this year by entering 1/1/2018 to 12/31/2018 and the report can show their giving for prior years if they have any.)
  12. Under the Tasks menu, click Save And View Queries

After building the query, follow these steps to set up the report.

Keep in mind that we are using Summary Fields, which calculate giving information from the account as a whole. If you want to limit these totals based off of other criteria in the query, like Fund or Approach, please see our help documentation on using aggregates in reports and read about it in the blog Aggregates Vs Summary Fields in Custom Reports instead of continuing with these steps.

To build the report quickly using Sets:
  1. Click Reports > Manage Reports.
  2. Click on the category that you want to store this report in (ex. System).
  3. Under the Tasks menu, click New Report.
  4. Name the report (ex. Comparison Report).
  5. Under Group Report By leave it set to Do Not Group.
  6. Under Report Columns, locate the Browse Fields tab and the drop-down menu.
  7. Select Sets in the drop-down. Scroll down and click to add Giving History Information. (Optionally, you remove any fields that the set adds and add other fields found among the drop-down menu options.)
  8. Click Save and Run.
  9. On the launch page, select the category and query for the one you built prior to this report.
  10. Scroll to the bottom of the launch page until you get to the third section titled Delivery Options and select a Report Format.
  11. Click Submit.

To build a report selecting each field and editing column headers:
  1. Click Reports > Manage Reports.
  2. Click on the category that you want to store this report in (ex. System).
  3. Under the Tasks menu, click New Report.
  4. Name the report (ex. Comparison Report).
  5. Under Group Report By leave it set to Do Not Group
  6. Under Report Columns, locate the Browse Fields tab and the drop-down menu.
  7. Select Sets in the drop-down. Scroll down and click to add Name and Address. (Optionally, you remove any fields that the set adds and add other identifying fields from Commonly Used Fields and Account Fields sections of the drop-down.)
  8. Select Summary Fields in the drop-down. Scroll down through the available fields and click on Year to Date Received Total to add it. (Optionally, with your cursor highlight the name of the selected column on the right  ("Year to Date Received Total") and type over it to rename it  This Year.)
  9. Still under Summary Fields drop-down, locate and click on One Year Ago Received Amount to add it. (Optionally, with your cursor, highlight the name of the column ("One Year Ago Received Amount") and type over it so it will read Last Year.)
  10. Still under Summary Fields drop-down, continue to add each of the following fields (and optionally customize the column name). Summary fields are available for the current year, lifetime giving, and going back annually for five years:
    • Two Year Ago Received Amount
    • Three Year Ago Received Amount
    • Four Year Ago Received Amount
    • Five Year Ago Received Amount
    • Lifetime Received Total
  11. Arrange the columns into the order you wish them to appear from left to right by clicking and dragging the fields up and down in the list.
  12. Under the Tasks menu, click Save and Run.
  13. On the launch page, select the category and query for the one you built prior to this report.
  14. Scroll to the bottom of the launch page until you get to the third section titled Delivery Options and select a Report Format.
  15. Click Submit.