Filters¶

• Comparison Range From / Comparison Range To (required): Define the time periods you would like to compare by entering the dates using the date picker or choose Today, Yesterday, This Month, This Year or Last Month. Range From defaults to Last Year. Range To defaults to This Year.

• Campus: Narrow by campus of the giver. Campus list created through Lookup Codes. Leave blank to see all campuses including those with no campus assigned.

• Fund: Select one or more funds to narrow your search or leave blank to view all funds.

• View: Change between Donor or Household.

Once you’ve set your parameters, click Search.

Graphs¶

• Comparison Range - From: This section shows total giving for the first selected date range. Data is broken down into:

  • Recurring gifts

  • One-time gifts

  • Offline gifts

  Beneath the graph:

  • The total dollar amount given is displayed.

  • A count of weekend days (Saturdays and Sundays) within the date range is also shown, offering additional context for giving patterns.

  

• Comparison Range - To: This section shows total giving for the second selected date range. Data is broken down into:

  • Recurring gifts

  • One-time gifts

  • Offline gifts

  Beneath the graph:

  • The total dollar amount given is displayed.

  • A count of weekend days (Saturdays and Sundays) within the date range is also shown, offering additional context for giving patterns.

  

• Difference: Use this graph to view the giving totals for the second date range and compare them to the first. It highlights:

  • Total giving by type (recurring, one-time, offline)

  • Each type’s contribution shown on the Y-axis

  • Colors:

    • Blue bars = First date range

    • Black bars = Second date range

    • Legend located below the graph for easy reference

  The bottom section displays the total difference in giving:

  • Calculated as: Second Range - First Range

  • Positive differences are highlighted in green

  • Negative differences are shown in red

  

• Inconsistent Giving: This graph identifies donors who gave in one date range but not in the other.

  • Each person appears only once

  • X-axis: Ranges of total giving amounts

  • Y-axis: Number of people who fall into each range (whole numbers only)

    Note: Y-axis should display whole numbers, not decimals.

  

• Large Gifts: Displays donors who made large gifts in one range but not the other.

  • X-axis: Groupings of gift amounts (e.g., $500-$999, $,1000-$4,999)

  • Y-axis: Number of gifts within each amount group

  

• Increased Giving: Shows the number of donors whose giving increased from the first range to the second.

  • X-axis: Gift amount increase ranges

  • Y-axis: Number of individuals whose giving increased by that amount

  

• Decreased Giving: Displays donors who gave less in the second range compared to the first.

  • X-axis: Gift amount decrease ranges

  • Y-axis: Number of individuals with reduced giving

  

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