Recurring donor analysis

The report is used to identify who and how well they are giving regularly and also includes pledges. Therefore as you record pledges either via a form, or on the persons finance / pledges tab, you can see the whole picture of your pledged income for the period you need.

The Recurring donor analysis report in infoodle reviews all the data identified by your filter (by default it is all data) and presents a grid of information.

There are two ways to get to the recurring donor analysis report. Either:

Go to Finance then Recurring income then Donor Analysis or,
Go to Finance then Analysis then Recurring donor analysis.
Each line shown is a person infoodle has determined gives regularly in some way.

The following is shown:

1. The persons name
2. Highlighted in green - the amount and frequency of the donations. The highlight starts the first month the recurrance is identified, and finishes on the last payment considered to be part of the recurrance.
3. Highlighted in amber or orange - payments that have only missed one or two payments, therefore they may have stopped their donations this will only be detected at the end of the period, in the middle it will be shown as a negative variance
4. Highlighted in red - payments that have missed three or more payments this will only be detected at the end of the period, in the middle it will be shown as a negative variance
5. In smaller text above the highlighted amounts are:

• any payments that were made that were not included in the recurring payments
• or could be a negative variance if they missed a payment
• or could be another recurring donation of smaller total amount per year

The far right shows the total amount identified assuming they donated regularly and in smaller text the amounts received outside of this. Note that the amount is the estimate if you had continued paying, even if you miss some at the end. However there is no negative variance shown for the missing months.