Search Builder

Contribution Change Pct¶

This Condition, located on the Contributions category tab in Search Builder, allows you to find people whose giving has increased or decreased by comparing two periods of time.

Enter the following:

Start Date: The beginning of the first period.
End Date: The end of the first period and the beginning of the second period. The second period always runs from this date through today, so choose a date about halfway between the Start Date and today.
Comparison and Value: Enter the second period’s giving as a percentage of the first period’s giving, as a whole number without the % sign. For example, 120 means the person now gives 120% of what they gave before (a 20% increase).

Important

Use only the Greater or LessEqual Comparison with this Condition. The other Comparisons do not filter by the percentage and return everyone who gave in either period.

Note

You must have the Finance role to get results from this Condition. Without it, the search returns 0 people and does not show an error.

For joint givers, the gifts are credited to the Head of Household.

../_images/QB-ContributionChange-Conditions.png — Sample search in Search Builder¶

Use Case

To find everyone whose giving increased by more than 20% over the past year, enter a Start Date two years ago and an End Date one year ago, select Greater, and enter 120. To find those whose giving dropped to half or less, select LessEqual and enter 50.

Tip

A new giver will always show an increase. Add a Join Date Condition that is on or after the Start Date to look only at newer members, or exclude them.
To find people whose giving and attendance have dropped, add Recent Attendance Count Conditions for the two periods.