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Comparing Pledge Giving Year-Over-Year in Breeze

Updated:
Summary: While Breeze doesn't have a built-in report to directly compare pledges across different years, you can easily gather this information by creating a custom giving report. This guide walks you through setting up a report to view and analyze your year-over-year pledge data.

Before You Begin

  • Determine the full date range for the pledge campaigns you want to compare.
  • If you used a dedicated fund for your pledge campaign, make sure you know the exact fund name.

Step-by-Step Instructions

  1. Navigate to Giving > Reports.

     

  2. Set the Date filter.
    Choose the entire date range of your pledge campaign, encompassing all the years you want to compare (e.g., January 1, 2023 - December 31, 2024).

     

  3. Filter by your Campaign or Fund.
    • If you created a dedicated fund, use the Fund filter to select it.
    • If not, use the Pledged To filter under the More column to select your specific pledge campaign.
       
  4. Group the data by Year.
    Under the Amount dropdown, check Search by Sum. Then, in the Group By dropdown, select Year. This organizes your report to show totals for each year within the selected date range.
     
  5. Select the People option under the More column (Optional).
    Use this if you want to include specific information about the individuals who made pledges.

     

  6. View and analyze your data using the viewing icons.
    • List View: Displays individual pledges and a "Totals Overview" at the bottom, showing the total amount pledged and a breakdown by year.
    • People View: Click the person icon to see an overview of individuals who pledged to the campaign.
    • Graph View: Click the graph icon for visual representations of your pledge data (explore giving over time, number of givers, total given by family, and more). You can also view the data in table format under each graph.
       
  7. Explore additional Filters and Columns (Optional).
    • Use the Method filter to narrow down results by payment type (e.g., cash, check, online).
    • Customize the columns in your report to include information like date, batch name, envelope number, and notes.
 

Troubleshooting & FAQs

  • How can I make comparing campaigns easier in the future? Use a clear and consistent naming convention for your pledge campaigns (e.g., "Year - Campaign Name") to simplify filtering and analysis down the road.
  • Should I create a dedicated fund for my pledge campaigns? Yes! If possible, creating dedicated funds for each pledge campaign makes filtering and reporting much easier.

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