How to Install and Configure the Donor Giving Analysis Dashboard

Updated on Mar 20, 2024

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How to Install and Configure the Donor Giving Analysis Dashboard: https://help.pm.leapevent.tech/a/1110625

The Donor Giving Analysis dashboard gives you a way to track your retention rate and donor acquisition over time, with visually-appealing pie charts and easy-to-read tables. Setting everything up takes a bit of effort, but don't worry -- we'll walk you through each step!

First, let's make sure this is the dashboard you're looking for
First, you'll install a package containing a template and customize it for your organization
Finally, each year after the initial setup, you'll add to your dashboard.

We estimate that the initial installation and configuration will take you approximately 1-2 hours, depending on your comfort level customizing fields and reports. After that, the annual maintenance should take about the same amount of time each year.

Your completed Donor Giving Analysis Dashboard!

1. Make sure this is the right tool for the job

The Donor Giving Analysis is useful for tracking donor trends over time -- for example, to compare your percentage of new donors this year to last year.

If you're looking for a tool to use for outreach -- for example, to contact lapsed donors -- you should use a CRM Snapshot.

2. Install and customize the package

You've decided that this is the tool you're looking for. Now what?

First off, you'll answer a few questions to lead you through the correct configuration steps later on. Then, you'll install the package from the AppExchange, which gives you a number of templated fields. You'll customize each of those fields (and maybe add a couple more, depending on your specific needs).

Finally, you'll learn how to use your completed dashboard and the underlying reports. Sound good?

2.1. Answer these questions before you begin

This is a great time to talk to your development team -- don't customize alone! It's also wise to document what you decide to do, so it makes sense to any future admins. Read more in our guide to documenting your customizations here.

2.1.1. What time periods will you use?

Most organizations use the Donor Giving Analysis to compare trends between fiscal years, but you might prefer to use calendar years instead.

It's important to decide in advance, and know how you'll handle your naming conventions. Use this handy chart to decide:

If you compare inconsistent date ranges (for example, "Season" if your season dates vary each year), the analysis will not be accurate. Be sure your time periods are equal in length and don't overlap!

2.1.2. Will you include Pledged / Pending Donations, or only money you have received?

I only want to include money we've received (EXCLUDE Pledged/Pending gifts)

No problem! This is the default setting for the Donor Giving Analysis. When you see extra steps to include Pledged / Pending gifts during the setup process, you can skip over them.

I want to INCLUDE Pledged / Pending gifts

Sure thing! You'll need to set up two additional custom roll-up fields, and configure the packaged fields a little differently.

You'll see a couple extra steps for this purpose during the setup process: make sure you follow those steps, and you'll be all set.

If you want to include Pledged Donations, you will need to follow our recommended procedure to enter Pledge Payments in advance, with the Stage of Pledged. Otherwise the analysis formulas will not be able to find those promised gifts.

2.1.3. Which Opportunity / Donation records should be excluded?

The template excludes Group Sales and Group Sale Payments by default, but many organizations use Opportunities to track other things besides Donations. For example, you might have Donation Record Types for things like Sponsorships, Program Ads, Donated Auction Items, etc.

Have a look at your Donation Record Types before you get started, and make a list of the ones you want to exclude. (Hint: if you click the "New Donation" button on a Contact, you'll see a list of Record Type options!)

You may have other methods of tracking the kinds of Donations that should be excluded here -- perhaps a special Fund. You can exclude records based on one additional custom criteria (such as Fund or Type) if you choose. This is a great time to make that decision!

2.2. Install the package

Click here for instructions on installing the PatronManager Donation Reporting Add-Ons package. This package contains a few other goodies as well, so enjoy!

2.3. Update roll-up fields

There are two paths you might take here, depending on if you decided to include Pledged and Pending gifts. Choose your adventure below:

I only want to count money we've received (EXCLUDE Pledged/Pending gifts)

Great! You're going to update three roll-up fields. Follow these steps (and make sure you get all three):

2.3.1. Update "Amount Donated FYXX"

2.3.1.1. Click on the gear in the upper-right corner, and go to Setup

2.3.1.2. Click into the "Object Manager" and click the "Account" object

2.3.1.3. Click on "Fields and Relationships"

2.3.1.4. Click "Amount Donated FYXX"

2.3.1.5. Click "Edit"

2.3.1.6. Change the Field Label and Field Name to replace "XX" with your current fiscal or calendar year

Be consistent with you how defined it in step 1.

You'll get pop-up warnings - click "OK" to dismiss them.

2.3.1.7. Scroll to the bottom of the page and adjust the filter criteria as follows:

Click the magnifying glass if you have any further Donation Record Types to exclude
Adjust this to the first date of your current fiscal or calendar year
Adjust this to the last date of your current fiscal or calendar year
If you would like to exclude Donations based on additional criteria, like Fund, you can enter that on this line using the "not equal to" operator
When you're finished, Save!

2.3.2. Update "Amount Donated FYXY"

2.3.2.1. Click back to "Fields & Relationships"

2.3.2.2. Click "Amount Donated FYXY"

2.3.2.3. Click "Edit"

2.3.2.4. Change the Field Label and Field Name to replace "XY" with your previous fiscal or calendar year

Be consistent with you how defined it in step 1.

You'll get pop-up warnings - click "OK" to dismiss them.

2.3.2.5. Scroll to the bottom of the page and adjust the filter criteria as follows:

Click the magnifying glass if you have any further Donation Record Types to exclude
Adjust this to the first date of your previous fiscal or calendar year
Adjust this to the last date of your previous fiscal or calendar year
If you would like to exclude Donations based on additional criteria, like Fund, you can enter that on this line using the "not equal to" operator
When you're finished, Save!

2.3.3. Update "Amount Donated FYXZ"

2.3.3.1. Click back to "Fields & Relationships"

2.3.3.2. Click "Amount Donated FYXZ"

2.3.3.3. Click "Edit"

2.3.3.4. Change the Field Label and Field Name to replace "XZ" with the fiscal or calendar year before your previous one

Be consistent with you how defined it in step 1.

You'll get pop-up warnings - click "OK" to dismiss them.

2.3.3.5. Scroll to the bottom of the page and adjust the filter criteria as follows:

Click the magnifying glass if you have any further Donation Record Types to exclude
Adjust this to the first date of the fiscal or calendar year before your previous one
Adjust this to the last date of the fiscal or calendar year before your previous one
If you would like to exclude Donations based on additional criteria, like Fund, you can enter that on this line using the "not equal to" operator
When you're finished, Save!

I want to INCLUDE Pledged/Pending gifts

Great! You've got a slightly more complex job ahead of you, but don't worry -- you've got this.

You're going to update three roll-up fields, and then create two new ones. Let's get started!

2.3.1. Update "Amount Donated FYXX"

2.3.1.1. Click on the gear in the upper-right corner, and go to Setup

2.3.1.2. Click into the "Object Manager" and click the "Account" object

2.3.1.3. Click on "Fields and Relationships"

2.3.1.4. Click "Amount Donated FYXX"

2.3.1.5. Click "Edit"

2.3.1.6. Change the Field Label and Field Name to replace "XX" with your current fiscal or calendar year

Be consistent with you how defined it in step 1.

You'll get pop-up warnings - click "OK" to dismiss them.

2.3.1.7. Scroll to the bottom of the page and adjust the filter criteria as follows:

Change "Won" to "Probability %"
Change "equals" to "greater or equal"
Change "True" to "90"
Click the magnifying glass if you have any further Donation Record Types to exclude
Adjust this to the first date of your current fiscal or calendar year
Adjust this to the last date of your current fiscal or calendar year
If you would like to exclude Donations based on additional criteria, like Fund, you can enter that on this line using the "not equal to" operator
When you're finished, Save!

2.3.2. Update "Amount Donated FYXY"

2.3.2.1. Click back to "Fields & Relationships"

2.3.2.2. Click "Amount Donated FYXY"

2.3.2.3. Click "Edit"

2.3.2.4. Change the Field Label and Field Name to replace "XY" with your previous fiscal or calendar year

Be consistent with you how defined it in step 1.

You'll get pop-up warnings - click "OK" to dismiss them.

2.3.2.5. Scroll to the bottom of the page and adjust the filter criteria as follows:

Change "Won" to "Probability %"
Change "equals" to "greater or equal"
Change "True" to "90"
Click the magnifying glass if you have any further Donation Record Types to exclude
Adjust this to the first date of your previous fiscal or calendar year
Adjust this to the last date of your previous fiscal or calendar year
If you would like to exclude Donations based on additional criteria, like Fund, you can enter that on this line using the "not equal to" operator
When you're finished, save!

2.3.3. Update "Amount Donated FYXZ"

2.3.3.1. Click back to "Fields & Relationships"

2.3.3.2. Click "Amount Donated FYXZ"

2.3.3.3. Click "Edit"

2.3.3.4. Change the Field Label and Field Name to replace "XX" with the fiscal or calendar year before your previous one

Be consistent with you how defined it in step 1.

You'll get pop-up warnings - click "OK" to dismiss them.

2.3.3.5. Scroll to the bottom of the page and adjust the filter criteria as follows:

Change "Won" to "Probability %"
Change "equals" to "greater or equal"
Change "True" to "90"
Click the magnifying glass if you have any further Donation Record Types to exclude
Adjust this to the first date of the fiscal or calendar year before your previous one
Adjust this to the last date of the fiscal or calendar year before your previous one
If you would like to exclude Donations based on additional criteria, like Fund, you can enter that on this line using the "not equal to" operator
When you're finished, Save!

2.3.4. Create "First Donation Date (Incl Pledged)"

2.3.4.1. Click back to "Fields & Relationships"

2.3.4.2. Click "New" in the "Account Fields & Relationships" section

2.3.4.3. Choose "Roll-Up Summary" as the Data Type, and click "Next"

2.3.4.4. Create the field

Label your field "First Donation Date (Incl Pledged)". The Field Name will autofill.

For both the Description and the Help Text, enter something like "Includes Pledged/Pending/Won Donations. Used in Giving Analysis."

When you're finished, click "Next".

2.3.4.5. Fill in this page as follows:

For the Summarized Object, choose "Opportunities"
For the Roll-Up Type, choose "Min"
For the Field to Aggregate, choose "Close Date"
For the Filter Criteria, select the option for "Only records meeting certain criteria should be included in the calculation"
In the first filter line, enter "Probability" "greater or equal" "90"
In the second filter line, enter either "Donation Record Type" "not equal to", and then click the magnifying glass to select the Record Types to exclude. Always select "Group Sale" and "Group Sale Payment", as well as any Record Types you excluded in prior steps.
In the third filter line, enter "Amount" "greater than" "0"
If you have an additional criteria to exclude, such as "Fund", enter that on the third filter line.
When you're finished, click "Next"!

2.3.4.6. Leave the field-level security settings as they are, and click "Next"

2.3.4.7. Uncheck these boxes so the field does not appear on your Account page layouts (optional), then click "Save"!

2.3.5. Create the "Lifetime Donation Amt (Incl Pledged)" field

2.3.5.1. Click back to "Fields & Relationships"

2.3.5.2. Click "New" in the "Account Fields & Relationships" section

2.3.5.3. Choose "Roll-Up Summary" as the Data Type, and click "Next"

2.3.5.4. Create the custom field!

Label your field "Lifetime Donation Amt (Incl Pledged)". The Field Name will autofill.

For both the Description and the Help Text, enter something like "Includes Pledged/Pending/Won Donations. Used in Giving Analysis."

When you're finished, click "Next".

2.3.5.5. Fill out this page like so:

For the Summarized Object, choose "Opportunities".
For the Roll-Up Type, choose "Sum".
For the Field to Aggregate, choose "Amount".
For the Filter Criteria, select the option for "Only records meeting certain criteria should be included in the calculation".
In the first filter line, enter "Probability" "greater or equal" "90".
In the second filter line, enter either "Donation Record Type" "not equal to", and then click the magnifying glass to select the Record Types to exclude. Always select "Group Sale" and "Group Sale Payment", as well as any Record Types you excluded in prior steps.
If you have an additional criteria to exclude, such as "Fund", enter that on the third filter line.
When you're finished, click "Next"!

2.3.5.6. Leave the field-level security settings as they are, and click "Next"

2.3.5.7. Uncheck these boxes so the field does not appear on your Account page layouts (optional), then click "Save"!

2.3.6. Now, copy the API names of your two new fields

Go back to Fields & Relationships and find the "Lifetime Donation Amt (Incl Pledged)" field you created a minute ago. Copy the entire API Name -- that's the one with the underscores:

2.3.6.1. First, the "Lifetime Donation Amt (Incl Pledged)" field

Go back to Fields & Relationships and find the "Lifetime Donation Amt (Incl Pledged)" field you created a minute ago. Copy the entire API Name -- that's the one with the underscores:

2.3.6.2. Paste that into a working document or text editor, like Notepad

2.3.6.3. Next, the "First Donation Date (Incl Pledged)" field

Scroll down the field list to find the "First Donation Date (Incl Pledged)" field you created a minute ago. Copy the entire API Name for that one as well:

2.3.6.4. Paste that into your working document or note on a new line

We're ready to update some formula fields!

2.4. Update two formula fields

Time for a deep breath.... this part is a little bit complex. Take your time, use the images to guide you, and make sure you update both fields (one at a time, though!)

Note: if you chose to INCLUDE Pledged/Pending gifts, you have an additional step to complete for each of the formula fields below.

First formula field: FYXX Giving Analysis

2.4.1. Scroll down to find the field called "FYXX Giving Analysis" and click the field name

2.4.2. Click "Edit"

2.4.3. Change the Field Label and Field Name

Replace "XX" with your current fiscal or calendar year (as you defined it in step 1).

You'll get pop-up warnings: click "OK" to dismiss them.

2.4.4. Scroll down to the formula box, and carefully adjust five dates

This should be the first date of your next fiscal or calendar year
This should be the first date of your current fiscal or calendar year
This should be the last date of your current fiscal or calendar year
This should be the last date of the fiscal or calendar year before your previous one
This should be the last date of the fiscal or calendar year before your previous one

Note: the format for each date is (YYYY,MM,DD) -- be careful to adjust only the numbers, and leave the commas and parentheses in place.

2.4.5. Click here if you chose to INCLUDE Pledged/Pending gifts; otherwise continue below

In addition to fixing the dates as explained above, you'll need to replace some fields in the formula with the two new fields you created. Remember when you copied the API names of those fields earlier? You'll need those now.

After completing the above steps, replace the following fields in the formula with the API names you copied from your new custom fields:

1 & 3: Replace "PatronDonate__Lifetime_Donation_History_Amount__c" with the API name of the custom "Lifetime Donation Amt (Incl Pledged)" field you copied. There are two instances of this to replace (highlighted above in pink).

2 & 4: Replace "PatronDonate__First_Donation_Date__c" with the API name of the custom "First Donation Date (Incl Pledged)" field you copied. There are six instances of this to replace (highlighted above in yellow).

When you're finished, Save!

Second formula field: FYXY Giving Analysis

2.4.1. Head back to the Fields & Relationships list. Scroll down to find the field called "FYXY Giving Analysis" and click the field name

2.4.2. Click "Edit"

2.4.3. Change the Field Label and Field Name

Replace "XY" with your previous fiscal or calendar year (as you defined it in step 1).

You'll get pop-up warnings: click "Ok" to dismiss them.

2.4.4. Scroll down to the formula box, and carefully adjust five dates

This should be the first date of your current fiscal or calendar year
This should be the first date of your previous fiscal or calendar year
This should be the last date of your previous fiscal or calendar year
This should be the last date of the fiscal or calendar year before the one before your previous one
This should be the last date of the fiscal or calendar year before the one before your previous one

Note: the format for each date is (YYYY,MM,DD) -- be careful to adjust only the numbers, and leave the commas and parentheses in place.

2.4.5. Click here if you chose to INCLUDE Pledged/Pending gifts; otherwise continue below.

In addition to fixing the dates as explained above, you will need to replace some fields in the formula with the two new fields you created. You'll need those API names you copied again!

After completing the above steps, replace the following fields in the formula with the API names you copied from your new custom fields:

Save!

2.5. Rename reports

2.5.1. Back in PatronManager (not the Setup screen), head to the Reports tab and click All Reports.

2.5.2. Search for "Giving Analysis" in the "Search all reports" pane, and open the "FYXY Giving Analysis, No 2+ Lapsed" report

2.5.3. Rename and Save the "FYXY Giving Analysis, No 2+ Lapsed" report

From the report screen, click Edit to open the Report Editor.

Click the arrow on the Save button, and select Properties.

Change "FYXY" to your previous fiscal year, in both the Report Name and Report Unique Name, then Save.

2.5.4. Repeat the same process for three more reports

You're going to rename three more reports; make sure you name them correctly by changing "XY" to your previous fiscal year and "XX" to your current fiscal year.

Repeat the above steps for reports #2-4 below (you should have just finished with #1)

FYXY Giving Analysis, No 2+ Lapsed
FYXY Giving Analysis
FYXX Giving Analysis, No 2+ Lapsed
FYXX Giving Analysis

Be sure to change "XY" to your previous fiscal year, and "XX" to your current fiscal year.

2.6. Rename dashboard elements and adjust filter if needed

You're almost done! just a couple more minor adjustments to make.

2.6.1. Navigate to the Donor Giving Analysis dashboard

Click the Dashboards tab (you may need to open the App Launcher if you don't see it in your tab bar), all select All Dashoboards.

Search for "Donor Giving" in the Search all dashboards bar, and click to open the Donor Giving Analysis Dashboard.

2.6.2. Click "Edit"

2.6.3. Rename each dashboard element

Click on the pencil icon to Edit the Component.

Scroll down and update the Title, replacing "FYXY" with your previous fiscal year, then click Update.

Repeat for all Dashboard components, following the naming conventions you used earlier:

1 & 2: Replace both instances of "FYXY" with your previous fiscal year

3 & 4: Replace both instances of "FYXX" with your current fiscal year

2.6.4. Optional: adjust Account Record Type filter to accommodate custom Record Types

If your organization uses custom Account Record Types, you may want to add those to the default Account Record Type filter. To do so, click the pencil icon next to Account Record Type.

Add your custom Account Record Type(s) to the filter options using the Add Filter Value button.

Then type the Account Record Type(s) you would like to include in this filter (1) and give the filter a display name (2).

When you're done, hit Apply (3).

You can continue to add filters for other Account Record Types using the Add Filter Value button.

When you're finished, click "Save" on the dashboard, then "Done"

2.7. Take a tour of your new dashboard

Here's an overview:

You can filter the dashboard by Account Record Type. The default options are [blank], which shows all Accounts, "Households & Individuals", which shows those two Account Record Types, and "Organizations", which includes Business, Foundation, Government, and Nonprofit Account Record Types.
The pie charts exclude donors who have lapsed for 2 years or more (to make the chart visualization more useful).
The tables include all the categories in the pie chart, plus those 2+ Year Lapsed Donors. In both cases, the numbers you see refer to the number of Accounts in each category, for the defined fiscal year.

2.8. Subscribe to the Dashboard to receive refreshed results in your email automatically

Click "Subscribe" to set your Subscription to send automatically on a daily, weekly, or monthly basis.

2.9. Click through to the reports for more detail

You can click the "View Report" link on any of the dashboard elements (for example, one of the pie charts) to view the underlying report. From there, you can toggle the Detail Rows on to view a list of Accounts in each category.

Here's an example of the report with details shown:

You could also filter the report further to see, for example, a list of just your 1 Year Lapsed donors.

If you're looking for reports for outreach, remember this may not be your best solution -- for example, a CRM Snapshot might be better.

Remember to "Save As" if you make changes to these reports, or your dashboard might break!

3. Add new elements when you reach your new fiscal year

So you've set this up and you like it, hurrah! Now it's a year later, and you'd like to update the dashboard to include your new year of giving.

To accomplish this, you'll need to add one roll-up field, one formula field, two reports, and two dashboard elements.

3.1. Create a new "Amount Donated FY--" roll-up field

If you're new to creating roll-up fields, you'll find full instructions in this article. You'll be creating this field on the Account object, and summarizing Opportunities (i.e. Donations). It's a good idea to look at one of the existing similarly-named roll-up fields and use it as an example. Here are some pro-tips:

Be sure to name your new field specifically "Amount Donated FYxx" and replace "xx" with your new fiscal year. If you used calendar year instead of fiscal year in your other roll-up fields, follow that convention here as well.
- Consistency in the names is key! It'll make the next step much easier.
Your new roll-up field should filter for "Record Type not equal to" and exclude Group Sale, Group Sale Payment, and any others you'd like excluded. You can also filter it further based on things like "Fund" if you'd like.
As in the initial setup steps above, if you want to include Pledged / Pending Donations, you should add criteria for "Probability % greater or equal to 90". If you only want to include Donations that you've received, you should instead use criteria for "Won equals True".

3.2. Create a new "FY-- Giving Analysis" formula field

3.2.1. Click on the gear in the upper-right corner, and go to Setup

3.2.2. Click into the "Object Manager" and click the "Account" object

3.2.3. Click on "Fields and Relationships"

3.2.4. Find and copy the API Names of these specific fields:

Note the "API Name" column in the list of fields -- these are the field names that include underscores. Copy the following API Names and paste them into a working document or text editor, like Notepad. Put each one on a separate line so you can differentiate easily between them.

First, copy the API Names of the "Amount Donated FY--" fields for both your current and previous fiscal year:

Optional: if you chose to include Pledged / Pending gifts, also copy the API Names of the following two custom fields: "First Donation Date (Incl Pledged)" and "Lifetime Donation Amt (Incl Pledged)". Paste those into your working document.

3.2.5. Click "New" to create a new custom field

3.2.6. Choose "Formula" as the Field Type and click "Next"

3.2.7. Name your field, choose "Text" as the Return Type, and click "Next"

Follow the naming conventions of your existing Giving Analysis fields.

3.2.8. Copy and paste this formula into the formula box

Copy this formula...

IF(PatronDonate__Lifetime_Donation_History_Amount__c = 0 || 
PatronDonate__First_Donation_Date__c >= DATE(2019,07,01), 
"Non-Donor", 

IF(Amount_Donated_FYXX__c > 0 && 
PatronDonate__First_Donation_Date__c >= DATE(2018,07,01) && 
PatronDonate__First_Donation_Date__c <= DATE(2019,06,30), 
"New Donor", 

IF(Amount_Donated_FYXX__c > Amount_Donated_FYXY__c && 
Amount_Donated_FYXY__c > 0, 
"Increased", 

IF(Amount_Donated_FYXX__c < Amount_Donated_FYXY__c && 
Amount_Donated_FYXX__c > 0, 
"Decreased", 

IF(Amount_Donated_FYXX__c = Amount_Donated_FYXY__c && 
Amount_Donated_FYXX__c > 0, 
"Sustained", 

IF(Amount_Donated_FYXY__c >0 && 
Amount_Donated_FYXX__c = 0, 
"1 Year Lapsed", 

IF(Amount_Donated_FYXY__c = 0 && 
Amount_Donated_FYXX__c = 0 && 
PatronDonate__Lifetime_Donation_History_Amount__c > 0 && 
PatronDonate__First_Donation_Date__c <= DATE(2017,06,30) && 
NOT(ISBLANK(PatronDonate__First_Donation_Date__c)), 
"2+ Year Lapsed", 

IF(Amount_Donated_FYXY__c = 0 && 
Amount_Donated_FYXX__c > 0 && 
PatronDonate__First_Donation_Date__c <= DATE(2017,06,30), 
"Recovered", 

"Error" 
))))))))

Click to copy

...and paste it into the formula text box of your new field.

3.2.9. Adjust the dates in the formula

Make the following adjustments:

This should be the first date of your next fiscal or calendar year
This should be the first date of your current fiscal or calendar year
This should be the last date of your current fiscal or calendar year
This should be the last date of the fiscal or calendar year before your previous one
This should be the last date of the fiscal or calendar year before your previous one

Note: the format for each date is (YYYY,MM,DD) -- be careful to adjust only the numbers, and leave the commas and parentheses in place.

3.2.10. Replace the "Amount Donated FYXX" field in the formula with your current FY field

Refer to the API field names you copied in step 2.2, and replace all 9 occurrences of "Amount_Donated_FYXX__c" with the API name of the corresponding field for your current fiscal year.

3.2.11. Replace the "Amount Donated FYXY" field in the formula with your previous FY field

Refer to the API field names you copied in step 2.2, and replace all 7 occurrences of "Amount_Donated_FYXY__c" with the API name of the corresponding field for your previous fiscal year.

3.2.12. Optional: adjust the formula to count Pledged / Pending gifts

If you chose to INCLUDE Pledged/Pending gifts, refer to the optional API field names you copied in step 2.2, and make the following adjustments:

3.2.13. Save your new field

Click the "Check Syntax" button to make sure there are no errors in your formula.

Click Next

Click Next on Step 4

Uncheck the boxes to add the field to your Page Layouts, then click Save.

3.3. Create a new "FY-- Giving Analysis" report

3.3.1. Find and run last year's "FY-- Giving Analysis" report

Head over to the Reports tab, and search for "Giving Analysis" in the center search bar, then click the name of the report to run it.

3.3.2. "Save As" and name it for the current FY

Click the arrow next to the Edit button and then click "Save As".

Name the report "FYxx Giving Analysis" but replace "xx" with your current fiscal year. Then click "Save".

3.3.3. Adjust the report

Click "Edit".

On the Filter tab, remove the filter for the prior FY, then Add a new filter with your new, current FY "Giving Analysis" field and set the new filter Operator as "not equal to Non-Donor." Click Apply.