The Donor Category Report lists donors and total giving in different levels/clubs/strata. Using this report, output queries from the report, and query merges using the output queries, donor changes among levels can be found. This technique is best shown using a an example, but this can be used and repeated in your Raiser's Edge.

In our example, we want to find donors:
  • In the Patron donor category last calendar year (group #1)
  • In the Patron donor category this calendar year (group #2)
  • Donors who are in the Patron donor category this calendar year but not a Patron last calendar year (group #3)
  • Donors who are not in the Patron donor category this calendar year but were listed last calendar year (group #4)

First, set up the Donor Category Report to group Patron donor category donors for last calendar year:
  1. Create the Donor Category Report.
  2. On the General tab, set gift date to Last Calendar Year, Report Type to Detail, and mark Create output query.
  3. On the Format tab > Detail, set the report to list only the Patron Category (Select the Donor Category table, ark Use Selected Categories Only, move Patron from left to riight).
  4. Review other report settings as desired.
  5. In the report set-up, go to File > Save to save this report as Patron Donor Category report.
  6. Click Preview to list the donors.
  7. When prompted, save the Output query as "Patron donors last calendar year" (group #1).
  8. Print/save and close the report preview.

Second, use the same Donor Category Report to group Patron donor category donors for this calendar year:
  1. Return to the General tab of the saved Patron Donor Category report.
  2. Set gift date to This Calendar Year.
  3. Review other report settings as desired. (Note: This needs to be "apples to apples" with the Last Calendar Year report as much as possible, so only make changes that would need to apply to donors for This Calendar Year.)
  4. Click Preview to list the donors.
  5. When prompted, save the Output query as "Patron donors this calendar year" (group #2).
  6. Print/save and close the report preview.

There should now be two constituent output queries from the reports:
  • Patron donors last calendar year (group #1)
  • Patron donors this calendar year (group #2)

To find the donors who are not Patron this calendar year from last calendar year and who are new to Patron this calendar year, use query merges:

Use a SUB query merge to find Donors who are in the Patron donor category this calendar year but not a Patron last calendar year (group #3):
  • Primary query: Patron donors this calendar year
  • Secondary query: Patron donors last calendar year
  • Operator: SUB
  • Save this query as "Patron donors this year but not last year" (group #3)
 
Use a SUB query merge to find Donors who are not in the Patron donor category this calendar year but were listed last calendar year (group #4):
  • Primary query: Patron donors last calendar year
  • Secondary query: Patron donors this calendar year
  • Operator: SUB
  • Save this query as "Patron donors last year but not this year" (group #4)
 
 
The Raiser's Edge has other reporting options available: