First, create a query for all constituents that have given to your organization in the years that you want to compare.
  1. Click Queries > Manage Queries
  2. Click on the category that you want to store this query in (ex. Base)
  3. Under the Tasks menu, click New Query
  4. Name the query (ex. All constituents that have ever given to our organization between X-X)
  5. Set the Starting Query to Base/All Constituents
  6. Set the Data Return Type to Accounts
  7. Under Criteria Matching, select Match each criteria. 
  8. Select Commonly Used Fields from the Browse Fields drop down menu and click on Individual Transaction Received
  9. Select Greater Than Or Equal To and fill in .01
  10. Select Commonly Used Fields from the Browse Fields drop down menu and click on Journal Entry Date
  11. Fill in the date range that you want to compare (you can do up to 5, plus current year)
  12. Under the Tasks menu, click Save And View Queries
After building the query, follow these steps to set up the report.

Keep in mind that we are using Summary Fields, which calculate giving information from the account as a whole. If you want to limit these totals based off of other criteria in the query, like Fund or Approach, please see our help documentation on using aggregates in reports and read about it in the blog Aggregates Vs Summary Fields in Custom Reports instead of continuing with these steps.
  1. Click Reports > Manage Reports
  2. Click on the category that you want to store this report in (ex. System)
  3. Under the Tasks menu, click New Report
  4. Name the report (ex. Comparison Report)
  5. Under Group Report By leave it set to Do Not Group
  6. Under the Browse Fields drop-down menu, select Sets and click on Name and Address
  7. Alternatively, you can also choose from the Commonly Used Fields any name or address information you wish to see
  8. Under the Browse Fields drop-down menu, select Summary Fields and click on Year to Date Received Total
    • With your cursor, highlight the name of the column ("Year to Date Received Total") and type over it so it will read This Year
  9. Under the Available Fields drop-down menu, select Summary Fields and click on One Year Ago Received Amount
    • With your cursor, highlight the name of the column ("One Year Ago Received Amount") and type over it so it will read Last Year
  10. You can add summary fields going back 5 years plus current year and Lifetime Received Total if needed. Choose the columns based on the date range you chose in the query above.
  11. Arrange the columns into the order you wish them to appear from left to right by clicking and dragging the fields up and down in the list
  12. Under the Tasks menu, click Save and Run
  13. On the launch page, select the category and query for the one you built prior to this report
  14. Scroll to the bottom of the launch page until you get to the third section titled Delivery Options and select a Report Format
  15. Click Submit