0

Is there a way to generate a report that demonstrates donors that have consistently donated over the course of the past 3 years - including this year? The SYBUNT report is great for looking up potential donors that have given in the past - but we want to find donors that have given consistently - in an effort to get them to donate more or help increase donations from others.

Seems like I can possibly modify the SYBUNT report to give a version of that - but not quite.

Improve this question
2
  • Have you tried poking around any of these reports civicrm.org/extensions/advanced-fundraising-reports
    – Zachary
    Aug 12, 2019 at 21:25
  • 1
    Also worth exploring Summary Fields if you don't know of it. Then you could potentially add a Summary Field for 'last year', previous year, previous 2nd year. Then you could Smart Group those for whom none of those fields are Null
    – petednz - fuzion ♦
    Aug 12, 2019 at 22:27

0

Reset to default

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service and acknowledge that you have read and understand our privacy policy and code of conduct.

Browse other questions tagged or ask your own question.