Add Ability to Filter Donor Report by “Has Not Given Between X and Y Date”
Many foundations need a quick way to identify donors who have not made a gift within a specific date range (for example, donors who have not given during the current fiscal year or within the last 12 months).
Currently, users can filter the Donor Report by Last Donation Date, or view Year-over-Year donation columns, but there is no simple way to directly filter for donors who have not given between two specific dates.
A few examples of common use cases:
-Identify board members who have not yet made a gift this year
-Identify lapsed donors who have not given within the past 12–24 months
-Identify previous donors who have not yet given during the current campaign or fiscal year
-Build stewardship or re-engagement task lists
While some of this can be approximated using the Last Donation Date field, this does not fully solve scenarios where organizations want to:
-Exclude donors who gave during a specific period
-Identify donors who gave previously but not during a specific timeframe
Suggested enhancement:
Allow users to filter donors using logic such as:
-No donations between [Start Date] and [End Date]
-Has not given during Fiscal Year X
-Has not given within the past X months
This would significantly streamline donor stewardship workflows and eliminate the need for exporting data to Excel or using custom reporting for additional filtering.
Mark Bejcek
shared this idea