Queries the contribute tables and displays (in table or CSV) information about donor activity in relation to the previous year(s), categorizing donors as new, lapsed, upgraded, downgraded, or maintained.
- OVERVIEW report calculates numbers for new, lapsed, upgraded, downgraded and maintained donors for each target year.
- NEW, LAPSED, UPGRADED, DOWNGRADED, MAINTAINED reports include the breakdown of donors (+contact id, name, email, totals) that underly the numbers in overview.
- The 'Group' select is optional and limits results to donors within a certain group.
definitions of donor groups:
- new: donor's earliest donation is in the target year
- lapsed: donor did not give in the target year, but gave in the previous year
- upgraded: donor gave more in the target year than in the previous year
- downgraded: donor gave less in the target year than in the previous year
- maintained: donor gave the same in the target year as in the previous year