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What is a Lapsed Donor report?
What is a Lapsed Donor report?

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

Updated this week

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

From the left navigation select Reporting > Library. under the "Contribution" in the reporting library select "Lapsed Donors."

(pop up after selected)

Parameters

Data Source: This reports feature a "Data Source" that lets you control exactly who should be considered in the results.

By default, only unarchived profiles are included, but you can also set a custom criteria that use any saved search in the "People Query Builder." In this way, you can limit the results to only the individuals you are interested in reporting (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 lets you interact with the report and easily visit profiles if desired. The actions menu also lets you email and send a text message to individuals in the results. You can also choose to add them to a particular group or workflow process (if available and access rights allow).

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