The Year-Over-Year report allows you to quickly and easily compare giving between years and spot patterns or trends amongst your donors.
With the Year-Over-Year report, you can...
- See how giving has changed per year per donor over time.
- See who has not given in a particular year.
- Quickly see the highest donors for each year.
- Quickly see the total amount given to your church for a particular year.
- Easily see a donor's total donations for a particular year.
Access The Year-Over-Year Report
Go to the Reports page in the portal and click the Start Report button in the Year-Over-Year Giving report tile.
Default Report Set-up
Once you enter the report page, you will note that the results table is already pre-populated with your real-time results based on the pre-set (and changeable) values in the Parameters sidebar.
The Report Parameters article provides more info on the various sections and options in the sidebar. There, you will see how easy it is to change the preselected report parameters and see customized results with a click of a button!
For the Year-Over-Year report, the three primary parameters are Who, Funds, and Years. In its default state, the report will initially display All Profiles of people and organizations (if the Organizations product is enabled) that have given to tax-deductible Funds for up to three calendar years, where giving data is available, including this year.
- Who: all profiles
- Funds: all tax-deductible funds
- Years: up to the last 3 years where giving data is available
*Note: The report table will show the last three years of giving side by side for comparison. If less than three years are available, then only one or two will show.
In the above report, there is both a Total row and Total column, which allow you to easily see the sum total of previous donations across your entire organization, along with the total donations for any given donor over the designated period.
If you scroll over to the right in the table, you will also see demographic columns as follows:
- Postal Code
- Tax ID (Organization only)
- Contact Note (Organization only)
Revise/Run the Report
It's important to note that the table data will not automatically update as you make different filter selections. To populate the results table with the new customized results, click the green Run button at the bottom of the parameters sidebar:
The Profile column contains the first/last or organization name in a clickable button that will redirect to that profile's detail page, along with the clickable dollar sign icon to redirect to the Transactions page filtered to that profile's giving history.
Share the Report
Click on the Share Report button (or link icon, in collapsed view) to copy the URL link that contains your updated parameter selections. You can then paste to save it or share it with another admin.
Download the Report
Click on the Download Results button to download a .csv file containing all the data in your report. You have an option to download your results by Individual or by Household. The filename includes the date and time the report was created.
*Note: You will need to have the Household product enabled to see/allow this type of download.
Check out our short video on Year-Over-Year Giving Reports below!
If you have any questions or need help, send us a note at firstname.lastname@example.org!