Can I compare the first quarter of last year versus first quarter of this year?

It can be very helpful to see how your organization is doing by comparing quarters from different years. 

 First you must find the donations for both years. This is done by querying on both years of donations.
 This is an example of comparing the first calendar year quarter of 2015 to the first calendar year quarter in 2016.

  1. Click the Queries button on the menu bar
  2. Click Manage Queries 
  3. Select a category that you want to store this query in (Ex: Base)
  4. Click New Query under the Tasks menu
  5. Name the query 2015 and 2016 Donations
  6. Set the Starting Query to Base: All Constituents - A
  7. Set the Data Return Type to Journal Entries
  8. Select Match Each Criteria under the Criteria Matching field
  9. Select Commonly Used Fields from the Browse Fields drop down menu
  10. Select Individual Transaction Received and Journal Entry Date from the list of links
  11. Enter $0.01 in the Greater Than or Equal To field for Individual Transaction Received
  12. Enter 1/1/2015 as the Start Date and 12/31/2016 as the End Date
  13. Click Save And – View Queries

​ Now you will narrow down the donations found in the first query by months

  1. Click the Queries button on the menu bar
  2. Click Manage Queries 
  3. Select a category that you want to store this query in (Ex: Base)
  4. Click New Query under the Tasks menu
  5. Name the query First Quarter Donations
  6. Set the Starting Query to 2015 and 2016 Donations
  7. Set the Data Return Type to Journal Entries
  8. Select Match Each Criteria under the Criteria Matching field
  9. Select Commonly Used Fields from the Browse Fields drop down menu
  10. Select Journal Entry Date from the list of links
  11. Select Month/Day from the Range Type drop down menu and enter 1/1 as the Start Date and 3/31 as the End Date 
  12. Click Save And – Run Report

 You will now need to create the report that will show you the total given per donor in the first quarter of 2015 and 2016. 

  1. Click the Reports button on the menu bar
  2. Select a category where you'd like to store the report (Ex: System)
  3. Click New Report under the Task Menu
  4. Name the report
  5. Set Group By to Account under the Group Results section
  6. Set the second drop down, below Group By, to Collapse Groups
  7. Choose Commonly Used Fields from the Browse Fields drop down menu
  8. Choose Account Name and Received (Click Received twice)from the list of columns displayed below
  9. Retype over the first Received column and name it Jan-Mar 2015
  10. Click the three dot icon to the left of the Jan-Mar 2015  column to expand it
  11. Set the Aggregate drop down to One Year Ago
  12. Retype over the second Received column and name it Jan-Mar 2016
  13. Click the three dot icon to the left of the Jan-Mar 2016 column to expand it
  14. Set the Aggregate drop down to Year To Date
  15. Click Save and Run under the Task Menu
  16. Set the Category and Query drop down menu to the query you just created
  17. Set the Report Format to your preference  at the bottom of the page
  18. Click the Submit button

Environment

 eTapestry

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