Altru has several standard smart queries to help you pull this information: 

Option #1: LYBUNT Smart Query 
There are two LYBUNT constituents smart queries. One uses actual revenue and the other uses recognition credit. They enable you to browse a list of constituents who gave a gift or purchased a membership — or received recognition credit for any revenue — Last Year But Unfortunately Not This year.
  1. Navigate to Analysis, then click on Information Library
  2. Click Add a smart query 
  3. Select source view of either: LYBUNT constituents (revenue) or LYBUNT constituents (recognition credits), and click OK
  4. On the Parameters tab, you can define which dates to use for this year and last year in the LYBUNT comparison. You can also specify constituent selection to use.
  5. After the query processes, the Results tab displays the constituent records that meet the criteria.
  6. On the Set save query options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.

Option #2: SYBUNT Smart Query 
There are also two SYBUNT constituents smart queries. One uses actual revenue and the other uses recognition credit. They enable you to browse a list of constituents who gave a gift or purchased a membership — or received recognition credit for any revenue — Some Year But Unfortunately Not This year.
  1. Navigate to Analysis, then click on Information Library
  2. Click Add a smart query 
  3. Select source view of either: SYBUNT constituents (revenue) or SYBUNT constituents (recognition credits), and click OK
  4. On the Parameters tab, you can define which dates to use for this year and last year in the SYBUNT comparison. You can also specify constituent selection to use.
  5. After the query processes, the Results tab displays the constituent records that meet the criteria.
  6. On the Set save query options tab, you can save the results as a selection for use in other processes, such as when you generate correspondence.


Option #3: Revenue Dynamics Smart Query 
The Revenue Dynamics smart query (also titled the Giving Dynamics Smart Query) provides a list of constituents based on their revenue activity during two separate time periods and categorizes constituents as New, Recaptured, Upgraded, Same, Downgraded, Lapsed New, and Lapsed Repeat.

Use this option if you'd like to differentiate between Lapsed New and Lapsed Repeat Donors or if you'd like to specify more specific revenue parameters. 

  1. Navigate to Analysis, then click on Information library
  2. Click Add a smart query 
  3. Select source view of Revenue Dynamics Smart Query and click OK
  4. On the Parameters tab, enter the start and end dates of the two time periods to include in the comparison.
  5. Under Status, you can select the status of the constituents to include in the list based on the comparison of their activity during the two time periods. If you're looking for lapsed donors specifically, we recommend selecting either or both of these options: 
    • Lapsed New: Constituents who gave for the first time in the previous period, but have not given yet during this period. 
    • Lapsed Repeat: Constituents who gave during and prior to the previous period, but have not given yet during this period. 
  6. Under Revenue filters, you can select the types of revenue transactions to include in the activity comparison. You can also select to include only transactions toward specific designations or campaigns.
  7. After the query processes, the Results tab displays the constituent records that meet the criteria and their revenue amounts during each time period.
  8. On the Set save options tab, you can save the results as a constituent selection for use in other processes, such as a mailing.

Option #4: Custom Ad-hoc Queries
If you'd like to create more customized parameters, you can also create two queries and merge them together. For this example, we're looking for all donors who have given in 2015, but not in 2016. 

Step 1: Create a query of all donors that have donated during the previous period:
  1. Navigate to Analysis, then click on Information Library
  2. Click Add an ad-hoc query 
  3. Select the source view of Constituents and click OK
  4. Specify your date range:
    1. To consider any constituents who had revenue between certain dates: In the left column, highlight Revenue. In the middle column, drag Date into Include records where. Set this equal to your date range.
    2. To consider any constituents who received recognition: In the left column, select Recognition Credits node. From the middle column, drag Effective Date to Include records where. Set this equal to your date range.
  5. Specify the type of revenue you'd like to consider:.
    1. To find everyone who made a donation: In the left column expand Revenue and select Application Details. In the middle column, drag Application to Include records where. Set this equal to Donation. Note: If you'd like to get more specific with revenue, see our solution What query filters should I use to find contributed revenue
    2. To find everyone who received recognition credit for a donation: In the left column, expand Recognition Credits and select Revenue Application. In the middle column, drag Application into Include records where. Set this to be equal to Donation. 
  6. (Optional) If you'd only like to find donors who made a gift to a specific designation: In the left column expand Revenue and select Application Details. From the middle column, drag Designation System Record ID to Include records where. Set this to be equal to or one of the designations that you're looking for. 
  7. Click the Set Save Options Tab.
  8. Name your query and check the box to Create a selection.
  9. Save and Close
Step 2: Create a query of all donors that have donated during the current period: 
  1. Navigate to Analysis, then click on Information Library
  2. Click Add an ad-hoc query 
  3. Select the source view of Constituents and click OK
  4. Specify your date range:
    1. To consider any constituents who had revenue between certain dates: In the left column, highlight Revenue. In the middle column, drag Date into Include records where. Set this equal to your date range.
    2. To consider any constituents who received recognition: In the left column, select Recognition Credits node. From the middle column, drag Effective Date to Include records where. Set this equal to your date range.
  5. Specify the type of revenue you'd like to consider. Use the same revenue you defined in Step 1 above:
    1. To find everyone who made a donation: In the left column expand Revenue and select Application Details. In the middle column, drag Application to Include records where. Set this equal to Donation. Note: If you'd like to get more specific with revenue, see our solution What query filters should I use to find contributed revenue
    2. To find everyone who received recognition credit for a donation: In the left column, expand Recognition Credits and select Revenue Application. In the middle column, drag Application into Include records where. Set this to be equal to Donation. 
  6. Click the Set Save Options Tab
  7. Name your query and check the box to Create a selection.
  8. Save and Close
Step 3: Merge the two queries together:
  1. Navigate to Analysis, then click on Information Library
  2. Next to Query 1, click the drop down arrows beside it and select Merge: 
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  3. Your first query should populate automatically as Query A. Under Query B, search for the second query selection you created. 
  4. Under Include records that are in, select records that are in Query A (Donors 2015), but not in Query B (Donors 2016). This will give you the donors who have donated in the last period, but not in this period. 
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  5. Click the Set Save Options Tab
  6. Name your query and check the box to Create a selection.
  7. Save and Close