[quote user="Jennifer DePasquale"] I am trying to find out who in my database that has not yet given this FISCAL YEAR, who are coming up on their milestone giving years like 5, 10, 15 etc. I get different results with the report and the query. I need this for an appeal and then eventually will...

To all that may be able to help: I am trying to find out who in my database that has not yet given this FISCAL YEAR, who are coming up on their milestone giving years like 5, 10, 15 etc. I get different results with the report and the query. I need this for an appeal and then eventually will need to...

I need a report that based on the following criteria: 2009 Total giving must = $1,000 I need the report to show the following information: Donor Name 2009 Gift amount and Fund Description (Can be multiple gifts to multiple funds) Lifetime giving total I need to know if they have given consecutive for...

We want to report to our Board the value of new gifts received and/or identified this fiscal year (only). We are trying to update the Fund Detail and Summary Report we have used for years. In Fall 2008, we added PG Tracker, so can now keep track of initial planned gift amount, cash received toward that...

Depending on what your criteria are, you could use some of the analytical reports to create queries and then combine them without duplication by using the OR Query merge function. (Top Donors Report, Consecutive years report, etc.)

You will be able to create a query. In the consecutive years report on the general tab there is a checkbox towards the bottom which says create output query. It will create a static constituent query which you could then use for whatever purpose you need. Charlotte

I am trying to capture donors who have given $500 or more, consecutively in each of the past three years, 06-08. It sounds simple, but I must be doing something wrong. I tried queries, with and without parentheses, merging queries, and the Consecutive Years report. I would appreciate any help. Thank...

I'm looking for a way to pull individuals who have given for X or more different calendar years. In my case, I want to find out how many in our database have given a gift 20 or more different years. They need not be consecutive. The canned "Consecutive Years Report" doesn't work, because...

Is there any other method to track retention of current donors over the past three years other than through the consecutive years report? If so can anyone share their methods of tracking this information for future goals? Thanks, Lisa Sealey SRMC Foundation, Lumberton, NC

Hello Ashley, I checked in knowledgebase and you can set your fiscal year by following the steps in BB104853 . In the date field for the Consecutive Years Report you can run the report based on This Fiscal Year, Last Fiscal Year, or Next Fiscal Year. I hope this helps!