LYBUNT & SYBUNT Reports

Don't let donors fall through the cracks! Target your outreach with The Gave Last Year, Not This Year (LYBUNT) and Gave Some Year, Not This Year (SYBUNT) reports. These will allow you to quickly and easily identify donors showing a decrease in recent Giving patterns.

 With the LYBUNT and SYBUNT reports, you can...

• Instantly see giving trends of donors over time.
• Quickly sort by highest donors to target your outreach and forecast the impact a specific donor may have on overall giving.
• Clearly see the last gift date and amount for each donor listed, as well as which fund(s) they have donated to.
• Easily see a donor's total donations for a previous year, along with your ‘grand total’ of historical donations across all users.

Access The LYBUNT & SYBUNT Reports

Go to the Reports page in the portal and click the Start Report button in the Gave Last Year, Not This Year (LYBUNT) or Gave Some Year, Not This Year (SYBUNT) 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!

LYBUNT

For the LYBUNT report, the four primary parameters are Who, Giving status and type, Funds, and Date Range  In its default state, the report will initially display All Profiles of people and organizations (if the Organizations product is enabled).

Additionally, the first section is preconfigured to initially return: donors that Have Given to tax-deductible funds in the previous year (if available).

• Who: all profiles       
• Giving Status & Type: Has Given, a Donation (recurring or non-recurring)
• Funds: all tax-deductible funds 
• Date Range: previous year

The second section is configured to initially return:   donors that Have Not Given to tax-deductible funds in the current year.

• Giving Status & Type: Has Not Given, a Donation (recurring or non-recurring)
• Funds: all tax-deductible funds         
• Date Range: current year

SYBUNT

The SYBUNT report has the same four primary parameters as LYBUNT. In its defaul  state, the first section is preconfigured to return: donors that Have Given to tax-deductible funds in any available giving year. 

• Who: all profiles       
• Givin  Status & Type: Has Given, a Donation (recurring or non-recurring)
• Funds: all tax-deductible funds         
• Date Range: any year

The second section is configured to initially return:   donors that Have Not Given to tax-deductible funds in the current year.

• Giving Status & Type: Has Not Given, a Donation (recurring or non-recurring)
• Funds: all tax-deductible funds         
• Date Range: current year

Changing your Parameters

Although this report comes pre-populated with specific pre-set values as indicated above, you are also able to make changes to the parameters if you wish. Please reference the Changing Report Parameters and Filters article t  learn more about options for adding/removing criteria to adjust the data in your report.

Report Results

The LYBUNT report shows up-to-the-moment data for donors who Gave Last Year, Not This Year: any donor that gave some type of donation to a tax-deductible fund last year, but not this year.

The SYBUNT report shows up-to-the-moment data for donors who Gave Some Year, Not This Year: any donor that gave some type of donation to a tax-deductible fund at any time in the past, but not this year.

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. You can also see the details of each donor's Last Gift Date and Last Gif  Amount as well as a compiled list of Funds to which donations were made over that timeframe.

If you scroll over to the right in the table, you will also see demographic/info columns as follows:

• Email
• Phone
• Address
• City
• State
• 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:

Additional Navigation

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.

If individuals meet the requirements of the report, they will show up in the Individual downloaded results. However, if multiple members of a household gave, and their combined giving as a household does not meet the requirements of the report, they will not show up in the Household downloaded results. 

*Note: You will need to have the Household product enabled to see/allow this type of download.

If you have any questions or need help, send us a note at communitysupport@factsmgt.com!