Lapsed Donor Reports

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What is the best way to create this report? My requirements are gifts from 2005 to 2010 and no gifts in 2011, gifts again in 2012. and only Annual Fund I have the query but it does not look right Any Help please

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  • Mitchell We:
    What is the best way to create this report? My requirements are gifts from 2005 to 2010 and no gifts in 2011, gifts again in 2012. and only Annual Fund I have the query but it does not look right Any Help please

    Use a consituent query and use several summary information total amount fields - not sure if you mean had to give every year between 2005 and 2010 or made at least one gift in that time. I will give an example of how to do the latter. You would need several more summary fields if to do the former but it is doable

    total 1 = annual fund gift total between 2005 and 2011 greater than 0

    AND total 2 = annual fund gift total in 2011 equal to 0

    AND total 3 = annual fund total in 2012 greater than 0

    If they have to make gifts in each year between 2005 and 2011 then you need to do summaries for each year.

  • Melissa Graves:

    Use a consituent query and use several summary information total amount fields - not sure if you mean had to give every year between 2005 and 2010 or made at least one gift in that time. I will give an example of how to do the latter. You would need several more summary fields if to do the former but it is doable

    total 1 = annual fund gift total between 2005 and 2011 greater than 0

    AND total 2 = annual fund gift total in 2011 equal to 0

    AND total 3 = annual fund total in 2012 greater than 0

    If they have to make gifts in each year between 2005 and 2011 then you need to do summaries for each year.

    And to clarify - this is your query - not your report. The output screen of the query is not recommended to serve as a report.

    This identifies WHO meets the criteria.

    You can now take this query and put them into a report or export as needed.

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