Altru has several standard smart queries to help you pull this information: 

Option 1: LYBUNT Smart Query 
There are two LYBUNT constituents smart queries. One uses actual revenue and the other uses recognition credit. They enable you to browse a list of constituents who gave a gift or purchased a membership — or received recognition credit for any revenue — Last Year But Unfortunately Not This year.
  1. Go to Analysis > Information Library 
  2. Click Add a smart query 
  3. On the Select smart query definition screen, select either the LYBUNT constituents (revenue) or LYBUNT constituents (recognition credits) 
  4. On the Parameters tab, you can define which dates to use for this year and last year in the LYBUNT comparison. You can also specify constituent selection to use.
  5. After the query processes, the Results tab displays the constituent records that meet the criteria.
  6. On the Set save query options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.
Option 2: SYBUNT Smart Query 
There are also two SYBUNT constituents smart queries. One uses actual revenue and the other uses recognition credit. They enable you to browse a list of constituents who gave a gift or purchased a membership — or received recognition credit for any revenue — Some Year But Unfortunately Not This year.
  1. Go to Analysis > Information Library 
  2. Click Add a smart query 
  3. On the Select smart query definition screen, select either the SYBUNT constituents (revenue) or SYBUNT constituents (recognition credits) 
  4. On the Parameters tab, you can define which dates to use for this year and last year in the SYBUNT comparison. You can also specify constituent selection to use.
  5. After the query processes, the Results tab displays the constituent records that meet the criteria.
  6. On the Set save query options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.

Option 3: Revenue Dynamics Smart Query 
The Revenue Dynamics smart query (also titled the Giving Dynamics Smart Query) provides a list of constituents based on their revenue activity during two separate time periods and categorizes constituents as New, Recaptured, Upgraded, Same, Downgraded, Lapsed New, and Lapsed Repeat.

Use this option if you'd like to differentiate between Lapsed New and Lapsed Repeat Donors or if you'd like to specify more specific revenue parameters. 

  1. Go to Analysis > Information Library 
  2. Click Add a smart query 
  3. On the Select smart query definition screen, select the Revenue Dynamics Smart Query
  4. On the Parameters tab, enter the start and end dates of the two time periods to include in the comparison.
  5. Under Status, you can select the status of the constituents to include in the list based on the comparison of their activity during the two time periods. If you're looking for lapsed donors specifically, we recommend selecting either or both of these options: 
    1. Lapsed New: Constituents who gave for the first time in the previous period, but have not given yet during this period. 
    2. Lapsed Repeat: Constituents who gave during and prior to the previous period, but have not given yet during this period. 
  6. Under Revenue filters, you can select the types of revenue transactions to include in the activity comparison. You can also select to include only transactions toward specific designations or campaigns.
  7. After the query processes, the Results tab displays the constituent records that meet the criteria and their revenue amounts during each time period.
  8. On the Set save options tab, you can save the results as a constituent selection for use in other processes, such as a mailing.
Option 4: Custom Ad-hoc Queries
If you'd like to create more customized parameters, you can also create two queries and merge them together. For this example, we're looking for all donors who have given in 2015, but not in 2016. 
  1. First create a query of all donors that have donated during the previous period (for example: all donors who have donated in 2015).
    1. Go to Analysis > Information Library 
    2. Click Add an ad-hoc query 
    3. Select the source view of Constituents
    4. First, specify your date range. We have outlined the steps with two options. The first option is if you'd like to include revenue only and the second option is if you'd like to include any recognition credits for constituents who made a gift or received credit for a gift (for example: spouse credit or soft credit):
      1. Option 1: Revenue - To consider any constituents who had revenue between certain dates, in the left column, highlight Revenue. In the middle column, drag Date into Include Records Where and set this to be your date range. In this example, Revenue/Date is between 1/1/2015 and 12/31/2015.
      2. OR Option 2: Recognition Credit - To consider any constituents who received recognition, you can highlight the Recognition Credits node instead in a query. Drag Effective Date to Include Records Where and set this to be equal to your date range. In this example, Recognition Credits\Effective date is between 1/1/2015 and12/31/2015. 
    5. Next, you will want to specify what type of revenue you'd like to consider when pulling this list of donors.
      1. Option 1: Revenue - To find everyone who made a donation, expand Revenue in the left column (where we highlighted in Step 4.1). Under Revenue, highlight Application Details. In the middle column, drag Application to Include Records where. Set this to be equal to Donation. Note: If you'd like to get more specific with revenue, see our solution What query filters should I use to find contributed revenue? for field suggestions. 
      2. OR Option 2: Recognition Credit - To find everyone who received recognition credit for a donation, expand Recognition in the left column (where we highlighted in Step 4.2). Under Recognition Credits, highlight Revenue Application. In the middle column, drag Application to Include Records Where. Set this to be equal to Donation. 
    6. (Optional) If you'd only like to find donors who made a gift to a specific designation, with Application Details or Revenue Application still highlighted in the left column, from the middle column drag Designation System Record ID to Include Records Where. Set this to be equal to or one of the designations that you're looking for. 
    7. On the Set Save Options Tab, name your query and check the box to Create a selection. 
  2. Next, create a query of all donors that have donated during this period (for example: all donors who have donated in 2016). 
    1. Go to Analysis > Information Library 
    2. Click Add an ad-hoc query 
    3. Select the source view of Constituents
    4. First, we need to specify the date range. Choose the option you chose in the first query: 
      1. Option 1: Revenue - To consider any constituents who had revenue between certain dates, in the left column, highlight Revenue. In the middle column, drag Date into Include Records Where and set this to be your current period date range. In this example, Revenue/Date is between 1/1/2016 and 12/31/2016.
      2. OR Option 2: Recognition Credit - To consider any constituents who received recognition, you can highlight the Recognition Credits node instead in a query. Drag Effective Date to Include Records Where and set this to be equal to your current period date range. In this example, Recognition Credits\Effective date is between 1/1/2016 and12/31/2016. 
    5. Next, you will want to tell Altru what you consider a donor. For consistency, we recommend selecting the same options in this query as you did in the previous query.
    6. On the Set Save Options Tab, name your query and check the box to Create a selection. 
  3. Lastly, merge the two queries together:
    1. Under Analysis > Information Library, find Query 1 and click the drop down arrows beside it. Click the Merge button: User-added image
    2. Your first query should populate automatically as Query A. Under Query B, search for the second query selection you created. 
    3. Under Include records that are in, select records that are in Query A (Donors 2015), but not in Query B (Donors 2016). This will give you the donors who have donated in the last period, but not in this period. User-added image
    4. On the Set save options tab, you can save the results as a constituent selection for use in other processes, such as a mailing.