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Hazem47's avatar
Hazem47
New Member
5 years ago

Get Lapsed, New, Regained and Current IDs' Table

 

 

I have large series of Customer IDs" for more than 5 years and each donation for each one of them on specific day. 

 

I need to get a 4 main parameters: 

 1- Current Donors :  a unique DONOR ID with a DONATION ID and DONATION DATE in current and previous fiscal year

 

2-Regained Donors :  a unique DONOR ID with a DONATION ID and DONATION DATE in current fiscal year,

but not in previous fiscal year ,
but DONATION ID and DONATION DATE in year before previous fiscal year
 

3-New Donors :  a unique DONOR ID with a DONATION ID and DONATION DATE in current fiscal year,

but not in any previous fiscal year
 

4-Lapsed Donors : a unique DONOR ID with a DONATION ID and DONATION DATE in immediate previous fiscal year,

but not in current fiscal year
 
So, I need to return donor ID for Each Category of them to get a short list of Donor ID that match the selected category on Dashboards. 

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