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Hello CiviCRM community,

I've been trying to wrap my head around this and can't seem to figure it out.

I'm looking to get list of contacts that have not donated within a certain amount of time to target them to donate.

Any ideas on how to run this report?

4 Answers 4

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I would use the CiviRules extension to achieve this. With this extension you can check if contacts in a certain group have not donated for a period of time for example.

You can find the extension here: https://civicrm.org/extensions/civirules (or in your extension list)

Documentation on using this extension can be found here:https://docs.civicrm.org/civirules/en/latest/

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The modern solution to this would be SearchKit.

Search for Contacts, and join to Contributions. Group by Contact ID. Add the contribution date in Select Fields, and change it to Max so we see the most recent contribution date for each contact.

Now, on the Filter tab, you can search for contacts with a max contribution date before a certain date. This only captures people who have donated before. If you need to also capture people who have never donated, you need to also include people whose max contribution date is empty.

You can click this URL and change https://mysite.org to your own site to load this query, or you can use the screenshots below.

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You can make a group (e.g 'Donations but not in last 2 years') and add everyone who has ever donated, then do a second search for people who have donated in the last two years. Then remove these contacts from the group (select them all and click on Group - remove contacts).

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You can use CiviRules extension to get that is required. You can setup triggers, conditions and actions using this extension.

A detailed documentation has been compiled by them which can be found here.

Hope this helps.

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