I am trying to report on our top donors by year. I can see where to pull the top donor report, but that only aggregates the contributions per donor. That is part of what I need, but I am missing how to also show the individual donations made by each of the top donors. If I put the Top Donors for a given year into a group, then run Find Contributions on that group, that gives me the data I need on the individual donations, but I can't figure out how to sort it to match the "Top Donor" order. Manually rearranging the rows in Excel seems a... not great workaround. Would be so grateful for any guidance.
1 Answer
In Search Kit, try this
Create the search as:
Note the 'Group By' contact ID, and 'total amount' field added twice - once as 'sum', once as 'list'.
You might want additional 'where' clauses for 'status = completed', 'type = donation' etc.
Then add a table and sort by '(Sum) Contact Contributions: Total Amount' Descending. You might want to untick 'Use Pager' and then set Limit Results to eg 10.
Result: