Sustaining Donor Report in NXT

Lisa Slawinski

Hi Community,


I'm still learning all of the bells and whistles of the Lists function in NXT, but am stumped with this inquiry:  my Major Gifts Officer would like a list of all of our sustaining donors (there's not many, but nevertheless), but I have NO idea how to tell her the pull a list.  We use Luminate, so I already created a Group in that platform.  Since she is willing to help, I want to give her the tools to do so in the future.


Any suggestions?  What fields could she use to obtain an accurate list if any?


Thanks,


Lisa

Daniel R. Snyder

Lisa, 


Can you share how you define sustaining donors at your organization or how you made the group you use in Luminate? I think that will help people respond.

Lisa Slawinski

For Luminate, sustaining donors are those who give monthly via credit card.  The group is pulled (I suppose) by their Active states of Current Sustaining Donor.  Am always lacking understanding how fields are connected in Luminate, always challenging.

Daniel R. Snyder

I can't speak to  how Luminate fields are connected as we do not have it, but I wonder if with a constituent list you could use the filters below? I chose specific range so you could set it to something like the last 30 days and be able to span two different months, but you could also chose one of the default options as well like this month or last month.