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What is a Lapsed Donor report?

Describes what a lapsed donor report is and where to find and configure that report.

The Lapsed Donor report helps find people who used to donate, but have stopped.

From the left navigation select Reporting > Library under Contribution section and select Lapsed Donors.

Parameters

Data Source: This reports feature a "Data Source" controls who should be considered in the results.

By default, only unarchived profiles are included, but custom criteria can be used from a saved search from the People Query Builder. In this way, the results can be limited to only the individuals interested in reporting on (i.e. members of a particular group, specific record types, etc.)

Type: The results return family units by default, though individual donors can be set if needed.

The parameters Donated At Least, Within, But Not Within, and Format can be adjusted as desired.

Results

Results appear directly on the screen by default. This allows for interaction with the report and easy profile visits if desired. The Bulk Actions menu also enables emailing and sending text messages to individuals in the results. They can also be added to a particular group or workflow process (if available and access rights allow).

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