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Author Topic: How to find new contributors?  (Read 1132 times)

Conte01

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How to find new contributors?
February 08, 2011, 05:54:11 am
Hello,

I was wondering if there is a possibility to find all the "new" contributors. E.g. At the end of the year I want to know how many persons became new donors (contributed this year the first time).

Is this possible?

Thanks
Conte
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Conte01

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Re: How to find new contributors?
February 14, 2011, 07:02:05 am
up
http://www.aidboard.com

rjb

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Re: How to find new contributors?
February 14, 2011, 09:25:31 am
Hi,

I've renamed all my reports in my setup so I may have the name wrong here - but I think it was originally called Contributor Report (Summary). You can specify the date range for donations and also the Donation count (you'll want "is equal to: 1").

If I've understood, I think that covers what you're after.

Best,

RJB

Conte01

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Re: How to find new contributors?
February 15, 2011, 12:32:56 am
Quote from: rjb on February 14, 2011, 09:25:31 am
Hi,

I've renamed all my reports in my setup so I may have the name wrong here - but I think it was originally called Contributor Report (Summary). You can specify the date range for donations and also the Donation count (you'll want "is equal to: 1").

If I've understood, I think that covers what you're after.

Best,

RJB

hello

thanks for the answer. do you mean the Constituent Report (Summary)? i cant set the number of contributions there, only in the donor report (summary) but then it only selects months or years with 1 contributions.

thanks
conte
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rjb

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Re: How to find new contributors?
February 15, 2011, 02:58:10 am
Just checked on the demo site - it's the Donor Report (Summary) that you want. The one potential problem is that, to filter by date, you also have to group your results by date clusters, so you'll have to click on the date results to see the names of the donors. But it should do the job.

Best,

RJB.

Conte01

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Re: How to find new contributors?
February 15, 2011, 03:08:32 am
hi

sadly this doesnt work either. also the problem is that i cant be sure that the individual hasn´t donate before the date i set.

this is kind of a problem since every ngo has to treat a new contributor completely different than an existing one.

thanks
conte
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rjb

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Re: How to find new contributors?
February 15, 2011, 05:33:35 am
Hi, Conte

So sorry I misunderstood.

There is another report - Donor report (detail) - which, in addition to date range, has a filter called "Contribution Ordinality". You can either set this as "first by contributor" or "second or later by contributor". Sadly, there's no "ONLY by contributor" option out of the box, but I guess you could always run two reports with either Contribution Ordinality setting, then export both sets of results to CSV and use vlookup to compare them in your spreadsheet program (ie, remove any donors from export1.csv who also appear in export2.csv). It's not ideal, but it would probably do what you need.

Other people may have better ideas, though.

Best,

RJB

Conte01

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Re: How to find new contributors?
February 16, 2011, 12:30:17 am
hi

this function seems to work quite ok. Sometimes there is a contributor who has already contributed before, but in most cases the the results are good.

Thanks
Conte
http://www.aidboard.com

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM »
  • Using CiviContribute (Moderator: Donald Lobo) »
  • How to find new contributors?

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