In this solution we will be comparing received totals from 1/1/2013 - 6/30/2013 to 1/1/2014 - 6/30/2014.

The first query is going to pull all donations from 2013 and 2014 together.  We will then create a second query to pull out the donations in the months of January through June from our 2013 and 2014 donations query.  From there we can build a report to compare totals using aggregates.  In our report we will have two Received columns and set aggregates of Year To Date and One Year Ago.  This way the donations from 1/1/2014 - 6/30/2014 will total in the year to date received column and the donations from 1/1/2013 - 6/30/2013 will total in the received column that has the one year ago aggregate.

You'll want to keep in mind that the aggregates work based on the current calendar or fiscal year.  In this example the current year is 2014.  So the Year To Date aggregate is going to only look at the 2014 donations.  

First, find all donations from 1/1/2013 - 12/31/2014
  1. Click the arrow next to Queries in the menu bar
  2. Click Manage Queries
  3. Click on a category that you want to store this query in (Ex: Base)
  4. Click New Query under the tasks menu
  5. Name the query Received Donations from 1/1/2013 - 12/31/2014
  6. For Starting Criteria, choose Category: Base  Query: All Constituents- A
  7. Set the Data Return Type to Journal Entries
  8. Under MATCH select All of My Criteria
  9. Select Commonly Used Fields from the Available Fields drop down box
  10. Select Journal Entry Date from the list of links
  11. Type in 1/1/2013 and 12/31/2014
  12. Select Individual Transaction Received from the list of links
  13. Choose Greater Than or Equal To .01
  14. Click Save and Preview
Second, pull donations from the month range of 1/1 - 6/30
  1. Click the arrow next to Queries in the menu bar
  2. Click Manage Queries
  3. Click on a category that you want to store this query in (Ex: Base)
  4. Click New Query under the tasks menu
  5. Name the query Received donations from 1/1 - 6/30 for 2013 and 2014
  6. For Starting Criteria, choose Category: (Ex: Base) Query: Received Donations from 1/1/2013 - 12/31/2014 - JE
  7. Set the Data Return Type to Journal Entries
  8. Under MATCH select All of My Criteria
  9. Select Commonly Used Fields from the Available Fields drop down box
  10. Select Journal Entry Date from the list of links
  11. Set the Range Type to Month/Day
  12. Type in 1/1/ and 6/30
  13. Click Save and Preview
Third, create a report to compare totals for the two years:
  1. Click the arrow next to Reports in the menu bar
  2. Click Manage Reports
  3. Click on a category that you want to store this report in
  4. Click on New Report under the Task Menu
  5. Name the report Year To Date and One Year Ago Received Totals Report
  6. Set Group Report By to Account
  7. In the drop down below Group Report By, set it to Collapse Groups
  8. Choose Commonly Used Fields from the available fields drop down menu
  9. Choose Name, Received, Received (we do want two received columns, one for each year) from the available fields
  10. Arrange the columns into order by clicking on the middle of the field column and dragging up or down.
  11. Click on the + icon to the left of the  first Received column, and set the Aggregate to Year To Date
  12. Highlight the column name "Received" and type Year To Date Total to change the name of the column
  13. Click on the + icon to the left of the second Received column, and set the Aggregate to One Year Ago
  14. Highlight the column name "Received" and type One Year Ago Total to change the name of the column
  15. Click Save and Run under the Task Menu
  16. Set the Category drop down menu to the category you built the queries in and set the Query drop down menu to Received donations from 1/1 - 6/30 for 2011 and 2012 - JE
  17. At the bottom of the page choose a Report Format
  18. Click the Submit button