Donor Cumulative / Compare

We’ve updated our donor comparison report! Let’s take a look.
While this report was wildly useful, we got a lot of feedback on it’s intuitiveness. Without going too far into the weeds, before you needed to select the proper date range order to produce either lapsed donors, or new donors. Now, you don’t have to and it’s displayed in a single easy to understand report. Let’s take a look at what has changed.

One report; choose how you want to group donors (e.g. individual, joint, households).

Now, we have a single “Cumulative” report. Before you had to pre-select how you wanted donors to be grouped by in separate tabs and now you can select it from a single page.

Intuitive filters; don’t worry about the date range order, anymore! We figure it out for you!

Before, if you wanted to view lapsed vs new donors, you needed to ensure you selected the right date range order. I know, even typing it out makes it sound silly! Not anymore. Just select the date range, and then select a date range to compare it to and we’ll tell which donors were new, lapsed, and found within both ranges and run a comparison against both for you!

Same great comparison analysis as before!

If it ain’t broke, don’t fix it. You cans till sort, and quickly see which donors have given more or less the same as before! Want to do more with this data; you can still export it!