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.
you can...
- Instantly see giving trends by donor over time.
- Quickly sort that data by highest donors to target your outreach and forecast the impact a specific donor may have to overall giving.
- Clearly see the last gift date & 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.
Getting Started
From the main Reports page click ‘Start Report’ via 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.
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 return All Profiles (People & Organizations (if Orgs 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), i.e. Gave Last Year.
- 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, i.e. Not This 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 default state, the first section is preconfigured to return: All Profiles, donors that Have Given, to tax-deductible funds in any available giving year, e. Gave Some Year.
- Who: all profiles
- Giving 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, i.e. Not This 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 to 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 reports 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 Gift 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:
- Phone
- Address
- Postal Code
- Tax ID (Organization only)
- Contact Note
Additional Navigation
The Profile column in the results table 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. These buttons allow you to easily switch between the report, an individual's profile page, and their giving details, without having to go to the Profiles and Transactions pages and start a brand new search.
Revising/Running the Report
You are able to update any of the pre-selected parameters as desired. It’s important to note that the table data will not automatically update as you make different filter selections. If you want to see new results after changing any filters from the default, click the Run button to re-run the report with the new set of filters.
More info on the various sections and options in the sidebar that you can change is available in our 'CHANGING REPORT PARAMETERS AND FILTERS ' article. There you will see how easy it is to change the preselected report parameters and get customized results with a click of a button!
Sharing the Report
Click on the “Share Report” button (or link icon, in collapsed view) in order to copy the URL link containing your parameter selections and paste to save or share with another admin.
Downloading the Report
Click on the “Download Results” button in order to download a CSV file containing all the data in your report. The filename will include the date and time the report was created and will be in the format:
report-title-YYYY-MM-DD_hhmmAM/PM.csv
Example: “LYBUNT-report-2021-06-08_1248PM.csv”
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