This article contains steps for running some commonly used development reports.
Last Year But Unfortunately Not This Year (LYBUNT)
Where: Profile Filter Reports
To produce a 2024 LYBUNT List, follow the steps below.
- Reverse Filter: Donation Date (Not) After 2023-12-31
- Add Filter: Donation Date Before 2023-01-01
- This looks at each profile, not household links, and will pull in a household profile even if one member of the household already gave this year.
The LYBUNT report can also be run in Custom Reports using the Profile filters of First Donation Date and Last Donation Date.
Some Year But Unfortunately Not This Year (SYBUNT)
Where: Profile Filter Reports
To produce a 2024 SYBUNT List, follow the steps below.
- Reverse filter: Donation Date (Not) After 2023-12-31
- Add filter: Donation Date Before 2024-01-01
- This looks at each profile, not household links, and will pull in a household profile even if one member of the household already gave this year.
The SYBUNT report can also be run in Custom Reports using the Profile fields of First Donation Date and Last Donation Date.
First Time Donor in Time Range
Where: Profile Filter Reports
To produce this report for first time donors in 2024, follow the steps below.
- Add Filter: Donation Date after 2023-12-31
- Reverse Filter: Donation Date before 2024-01-01
First Donation Date is also listed in the Donor Report.
First Time Donor to Specific Fund
Where: Donor Report
To produce this report for first time donors to specific fund or list of funds, follow the steps below.
- Add Filter: Donation Filters, Funit ID, select funds
Giving columns will display data related to funds selected in the filter.