1

I am trying to pull a first time donor report. I am using the Repeat Contributions report. I set the Initial Date Range as custom from beginning to Dec 31, 2016. The Second Date Range is This Year. I set Range 1 Amount as Less than 1 and the Range 2 Amount as Greater than 1. It shows 0 results. I tried several different combos (Is not Null/Is null, etc). All combos I tried either show 0 or they show all donors. Can I use this report to show first time donors? Those that did not give in the previous period but gave in this period.

ps. I know that I have new donors, so with the right polling, I should see results.

2

There's actually a way to specifically run a "First Time Donors" report, though it's a little hidden.

  • Go to Reports menu » Contribution Reports.
  • Select "Contribution Details Report".
  • Under the "Filters" tab, set "Contribution Ordinality" to "First by Contributor" to only show first-time donors.

enter image description here

  • Thanks so much. This is what I was looking for. As you said, it is not very obvious. – Iowa Boy Feb 19 '17 at 22:12
1

You may want to get the Summary Fields extension. That calculates fields like 'Date of First Contribution' which are very helpful for such reporting


Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.