Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RE7-I-20 Be able to run a canned report based on the total number of years given (not consecutive).

Report for giving x amount of years out of a total number of years Merged

I would love for there to be a canned report to find donors who have given say any 3 fiscal years out of a total of 6 fiscal years.  This would be useful for organizations looking for those donors that are good planned giving prospects.

The only way to do this now is to create all the combinations of giving years (2011, 2012, 2013 or 2011, 2012, 2014, etc etc) each in their own individual queries and then merge.  For 3 out of 6 years, that's 20 different combinations.  

  • Sara Daly
  • Feb 1 2018
  • Reviewed: Voting Open
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  • Heather MacKenzie commented
    August 25, 2021 22:21

    is idea RE7-I-20 the same and should be merged?

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  • Guest commented
    February 01, 2018 18:58

    Yes, yes, yes this is needed. Rather than merge queries, we query all giving from year 1 to year X and then do an Export with amounts per year and use Excel formulas/filters to get desired info.

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