{"id":1710,"date":"2019-10-01T06:00:52","date_gmt":"2019-10-01T06:00:52","guid":{"rendered":"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/?p=1710"},"modified":"2019-09-30T03:57:39","modified_gmt":"2019-09-30T03:57:39","slug":"etapestry-report-on-gave-this-time-last-year","status":"publish","type":"post","link":"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/blog\/etapestry-report-on-gave-this-time-last-year","title":{"rendered":"eTapestry Step-by-Step: How to Report on Who Gave This Time Last Year"},"content":{"rendered":"<p>Donor retention is a top priority for fundraisers and eTapestry can help.<\/p>\n<p>Since donors often give in cycles, your engagement with donors should be relevant and timely. To focus your fundraising efforts on retention, consider reaching out to lapsed donors around the same time they gave last year.<\/p>\n<p>As long as you consistently add all new donations to your database, you can use eTapestry\u2019s queries and reports to identify and engage donors this year based on the same time period you successfully solicited them last year.<\/p>\n<p>Here are step-by-step instructions to get you started.<\/p>\n<h2>Step 1: Build the Query &#8211; Lapsed Donors From This Time Last Year<\/h2>\n<p>To isolate lapsed donors in eTapestry, set up a compound query that excludes donors who have given already in the renewal time period (donors this year) from your list of donors who gave in the prior time period (donors last year).<\/p>\n<p>To do this, you will need to build three separate queries:<\/p>\n<h3>Query 1: Gave This Time Last Year<\/h3>\n<p>Your first query will identify donors that you want to renew, specifically those that gave last year at this time with a received transaction greater than $0.00.<\/p>\n<ul>\n<li>Select Queries<\/li>\n<li>Select Manage Queries<\/li>\n<li>Select New Query beneath a relevant query category (like \u201cLYBUNT &amp; SYBUNT\u201d)<\/li>\n<li>Name the query \u201cGave This Time Last Year\u201d and add a description<\/li>\n<li>Confirm the Data Return Type is Accounts<\/li>\n<li>Confirm the Starting Query is Base &#8211; All Constituents<\/li>\n<li>Add criteria for Individual Transaction Received Greater Than $0.00<\/li>\n<li>Add criteria for Journal Entry Date with a Custom Date Range that has a Start Date of the first day of this month last year and an End Date of the last day of this month last year<\/li>\n<li>If you want to look at lapsed donors for a certain Fund, Campaign, or Approach, add that criteria as well<\/li>\n<li>Save and Preview to confirm results<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1714 \" src=\"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-time-last-year.png\" alt=\"eTapestry Query Criteria Gave This Time Last Year\" width=\"380\" height=\"191\" srcset=\"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-time-last-year.png 406w, https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-time-last-year-300x151.png 300w\" sizes=\"auto, (max-width: 380px) 100vw, 380px\" \/><\/p>\n<h3>Query 2: Gave This Year<\/h3>\n<p>The second query will identify all donors that have already given during your renewal period. If you want to isolate all lapsed donors, no matter the focus of their giving, then you can use the standard LYBUNT &amp; SYBUNT query called \u201cGave This Year\u201d or \u201cGave This Fiscal Year\u201d for your second query and skip this step.<\/p>\n<p>But, if you want to isolate lapsed donors for a certain Fund, Campaign, or Approach or donors, you\u2019ll need to create a custom query with the following steps:<\/p>\n<ul>\n<li>Navigate to the same query category in which you built the first query<\/li>\n<li>Select New Query from the left hand Task menu<\/li>\n<li>Name the query \u201cGave This Year\u201d (or \u201cGave This Fiscal Year\u201d) and add a description<\/li>\n<li>Confirm the Data Return Type is Accounts<\/li>\n<li>Confirm the Starting Query is Base &#8211; All Constituents<\/li>\n<li>Add criteria for Individual Transaction Received Greater Than $0.00<\/li>\n<li>Add criteria for Journal Entry Date of This Year (or This Fiscal Year)<\/li>\n<li>If you want to look at donors who have not renewed for a certain Fund, Campaign, or Approach, add that criteria as well<br \/>\nSave and Preview to confirm results<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-1715 alignnone\" src=\"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-year.png\" alt=\"eTapestry Query Criteria Gave This Year\" width=\"380\" height=\"190\" srcset=\"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-year.png 458w, https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-year-300x150.png 300w\" sizes=\"auto, (max-width: 380px) 100vw, 380px\" \/><\/p>\n<h3>Query 3: Gave This Time Last Year but Not This Year<\/h3>\n<p>In order to view only donors that have not yet given this year, we must exclude donors that have given this year from our list of donors that gave this time last year. As such, the third query will be a compound query.<\/p>\n<ul>\n<li>Navigate to the same query category in which you built the first query<\/li>\n<li>Select New Compound Query from the left hand Task menu<\/li>\n<li>Name the query \u201cGave This Time Last Year but Not This Year\u201d and add a description<\/li>\n<li>Confirm the Data Return Type is Accounts<\/li>\n<li>Select the Criteria option of Subtract Query 2 from Query 1<\/li>\n<li>For Query 1, select the relevant query category and query \u201cGave This Time Last Year\u201d<\/li>\n<li>For Query 2, select the relevant query category and query \u201cGave This Year\u201d<\/li>\n<li>Save and Preview to confirm results<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-1713 alignnone\" src=\"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-time-last-year-not-this-year.png\" alt=\"eTapestry Query Criteria Gave This Time Last Year Not This Year\" width=\"663\" height=\"435\" srcset=\"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-time-last-year-not-this-year.png 622w, https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-query-criteria-gave-this-time-last-year-not-this-year-300x197.png 300w\" sizes=\"auto, (max-width: 663px) 100vw, 663px\" \/><\/p>\n<h2>Step 2: Build the Report &#8211; Giving History with Last Transaction Details<\/h2>\n<p>Take action to retain your lapsed donors with a custom report that shows donor name, contact information, and giving history.<\/p>\n<ul>\n<li>Select Reports<\/li>\n<li>Select Manage Reports<\/li>\n<li>Select New Report beneath a new or existing relevant report category (like \u201cDonor Reports\u201d)<\/li>\n<li>Name the report \u201cGiving History with Last Transaction Details\u201d and add a description<\/li>\n<li>Add columns for <span style=\"text-decoration: underline;\">account data<\/span>, including name, sort name, contact information, and any key user defined fields that are important for donor segmentation or communication<\/li>\n<li>Add columns for <span style=\"text-decoration: underline;\">summary transaction data<\/span>, including First Received Date, First Received Amount, Last Received Date, Last Received Amount, Largest Received Date, Largest Received Amount, Year to Date Received Amount, One Year Ago Received Amount, Two Years Ago Received Amount, Three Years Ago Received Amount, Four Years Ago Received Amount, and Five Years Ago Received Amount<\/li>\n<li>Add columns for <span style=\"text-decoration: underline;\">last transaction data<\/span>, including Last Transaction Date, Last Transaction Received Amount, Last Transaction Pledged Amount, Last Transaction Fund, Last Transaction Campaign, and Last Transaction Approach<\/li>\n<li>Save and Run Report with the query you just built to preview and confirm accuracy of columns<\/li>\n<\/ul>\n<p>You may need to select different summary fields than ones listed above if you utilize households in eTapestry or if your organization reports on a fiscal year basis. If you track your households in separate accounts linked with a household relationship, add household giving summary columns, like \u201cHH First Received Date\u201d instead of \u201cFirst Received Date.\u201d If you\u2019d prefer to see five years of giving history based on fiscal year instead of calendar year, add columns for fiscal year giving summary fields, like \u201cFiscal Year to Date Received Amount\u201d instead of \u201cYear to Date Received Amount.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1712 alignnone\" src=\"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/wp-content\/uploads\/sites\/2\/2019\/09\/etapestry-household-and-fiscal-summary-fields.png\" alt=\"eTapestry Household and Fiscal Summary Fields\" width=\"253\" height=\"123\" \/><\/p>\n<h2>Step 3: Export the Report &#8211; Contact Info and Giving History Analysis<\/h2>\n<p>With your queries and report built, you can now export giving history for your lapsed donor list to Excel in order to assess and take action to renew your donors.<\/p>\n<ul>\n<li>Select Reports<\/li>\n<li>Select Manage Reports<\/li>\n<li>Select the report category where you built your report in Step 2<\/li>\n<li>Select Run Report beneath &#8220;Giving History with Last Transaction Details&#8221;<\/li>\n<li>Select the query category where you built your compound query (Query #3) in Step 1<\/li>\n<li>Select the Query &#8220;Gave This Time Last Year But Not This Year &#8211; A&#8221;<\/li>\n<li>Select a Report Format of Excel File &#8211; Download<\/li>\n<li>Select submit to export to Excel<\/li>\n<li>Use sort and filters in Excel to analyze largest donors, donors with consistent giving history, and any other details that identify potential next steps with these lapsed donors<\/li>\n<\/ul>\n<p><strong>Tip:<\/strong> To isolate lapsed donors whose last gift was this time last year, sort by Last Received Date in Excel. Keep in mind that if the donor gave multiple times last year their Last Received Date may not be in the time period you set in your query. If it\u2019s not, this just means that they gave this time last year, but that is not their most recent gift. Don\u2019t worry, they are still lapsed donors, since they have not given this year. But if you want to follow up with only those folks who have not given in the last year, feel free to exclude these donors for now.<\/p>\n<h2>Use your existing data to inform retention strategies<\/h2>\n<p>We all know the principle that it costs less and is easier to retain an existing donor than to acquire a new one. The good news is that, as long as you are diligently entering donation data, your existing donors are all in eTapestry to begin with. The right tools and analytics can give you a leg up in your effort to retain donors year over year. Get started with the report outlined in this post, but don\u2019t stop there.<\/p>\n<p>For more on donor retention in eTapestry, check out the webinar <a href=\"\/etapestry\/blog\/retaining-your-donors-how-to-use-etapestry-for-annual-giving\">Retaining Your Donors: Using eTapestry for Annual Giving<\/a> and these articles:<\/p>\n<ul>\n<li><a href=\"\/etapestry\/blog\/5-standard-etapestry-features-to-manage-donor-retention\">5 Standard eTapestry Features to Manage Donor Retention<\/a><\/li>\n<li><a href=\"\/etapestry\/blog\/3-reports-to-run-in-etapestry-donor-database-software\">3 Reports to Run in eTapestry Donor Database Software<\/a><\/li>\n<li><a href=\"https:\/\/www.sidekicksolutionsllc.com\/etapestry\/blog\/retain-donors-with-standard-query\">How to Retain Your Donors with a Standard eTapestry Query<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Donor retention is a top priority for fundraisers and eTapestry can help. Since donors often give in cycles, your engagement with donors should be relevant and timely. To focus your fundraising efforts on retention, consider reaching out to lapsed donors around the same time they gave last year. As long as you consistently add all [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1722,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-1710","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-queries-and-reports"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v14.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>eTapestry Step-by-Step: How to Report on Who Gave This Time Last Year<\/title>\n<meta name=\"description\" content=\"Donor retention is a top priority, but how can you use the tools in your eTapestry database to help you stay on track year over year. 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