Comparing Annual Giving by Person/Family

Overview: We often get asked if it's possible to run a report to compare contributors from year-to-year or month-by-month.  This can be done fairly quickly and easily through the contribution reporting page.

 To get an overview of each family's contributions year-by-year, follow these steps:

  1. Navigate to “More” > “Contributions.”
  2. Click “Reports” on the left.
  3. Use the “Date” field to search the timeframe you’d like.
  4. Click on "Amount" dropdown.
  5. Click on "Search by Sum."
  6. Click on "Group by Family."
  7. Click on "Group by Year."

Example: We are looking for contributors who gave in 2017, but have not given in 2018, we are looking for names of the people who have not contributed who are active attenders.

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4 comments
  • Hello! Is there a way to add to such a report what was pledged in the 2017 pledge campaign and in the 2018 pledge campaign, so that you can how pledged amount compares to actual giving?

    In other words, I'm wanting a report that has:

    Name, amount pledged in 2017, amount given in 2017, amount pledged in 2018, amount given in 2018

    Thanks!

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  • @office

    Great question here!

    Breeze lacks the functionality to be able to give you the exact report that you are asking for here, however, it can give you something similar. When in the pledges area, you're able to see the ability to download the pledge report as an excel document. This allows you to see a full report of each individual, what they pledged, and what they actually gave. If you exported the excel report for each year, then you would be able to compare them side-by-side. Of course, the only problem you would run into is if you had a different amount of people who pledged each year, then they wouldn't match up exactly. You have to do that manually.

    I hope this information is helpful for you! We sincerely apologize for any inconvenience that this may cause due to our limitation.

     

    Cheers!

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  • It's been a couple years since Office asked about the ability to run a multi-campaign pledge vs actual comparison report. We'd also find that super helpful to us.

    We are also unable to get what we need from the "Comparing Annual Giving" report because our church year is from July to June, and following your instructions, we are unable to select more than one pledge campaign at a time.

    Any chance that you are developing more reporting options for pledges?

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  • Hey @bookkeeper, that's a good question!

    Unfortunately though, there haven't been any new updates for pledge reports recently. I sincerely apologize for the inconvenience this undoubtedly causes. 

    If you'd like to submit a feature request for this idea, you can do that here: Submitting Feature Requests. This is the best way for our product team to see the current needs of our churches and how we can better serve them in the future.

    In the meantime, one unconventional workaround I can think of is to use the Statements feature to see "Pledge Summary." This will give you a breakdown of each individual's pledges and the amount/percentage they fulfilled over multiple years. If you'd like to chat more about this option, feel free to shoot us an email at support@breezechms.com

    Hope this helps!

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