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Comparing Pledge Giving Year-Over-Year in Breeze

Updated:

Breeze ChMS doesn't have a built-in report to directly compare pledges across different years. But don't worry! You can still get the information you need by using giving reports.

Creating a Custom Giving Report for a Pledge Campaign

Video Overview: 

  1. Go to "Giving > Reports."

  2. Set the Full Date Range: 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 Campaign or Fund:

    1. If you created a dedicated fund for your pledge campaign, use the "Fund" filter to select it.

    2. If not, use the "Pledged To" filter under the "More" column to select your specific pledge campaign.

  4. Group by Year: Under "Amount," check "Search by Sum."
    Then, in the "Group By" dropdown, select "Year." This will organize your report to show totals for each year within the selected date range.

  5. Optional Include People Data: Under the "More" column, select the "People" option to include information about the individuals who made pledges.

  6. View and Analyze the Data:

    1. List View: This view displays individual pledges and a "Totals Overview" at the bottom, showing the total amount pledged and a breakdown by year.

    2. People View: Click the person icon to see an overview of individuals who pledged to the campaign.

    3. 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.

Explore Additional Filters and Columns:

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.

Tips for Easier Comparison:

  • Consistent Campaign Naming: Use a clear and consistent naming convention for your pledge campaigns (e.g., "Year - Campaign Name") to simplify filtering and analysis.
  • Dedicated Funds: If possible, create dedicated funds for each pledge campaign to make filtering and reporting easier.

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