We have 2 Python scripts that are great for comparing individuals’ giving over a number of years. These scripts are the same except that one looks back over the last 3 complete years and the other looks back 5 years.
Once you add one or both of these to your database, you have the option to Add Report to Toolbar. This will place it everywhere you see the Toolbar for an individual, a Tag, an Organization (filtered or not), or a Search Builder results.
Suggestion:
You might want to run a search of all members that joined in the last year of the report, either 5 or 3 years ago and then run the giving report. This will let you see a pattern of their giving since they’ve joined the church.
Here is a sample excerpt from a Five Year Giving Report
These are recipes so you just copy and paste one or both into your database.Our help articles have the step-by-step instructions and the script to copy.
Read more…about the Three Year Giving Report
Read more…about the Five Year Giving Report
These reports are so helping! It seems, though, that both reports list total giving to all funds. Is there a way to produce same reports based on one fund only? Being able to see this history by giver for contributions to the general fund would be extremely helpful.