Queries/exports/reports?

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Tamera Stanford
Tamera Stanford ✭
Third Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

I am trying to figure out how to query Lybunts and Sybunts that have NOT given $1,000+ annually within the last five years. Does anyone know how to do this?

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  • Dariel Dixon 2
    Dariel Dixon 2 ✭✭✭✭✭
    Seventh Anniversary Facilitator 4 Name Dropper Photogenic

    I would use a query with a summary on gifts with the gift date less than 5 years ago.

    EDIT: Are you referring to a single gift of over $1000, or a cumulative figure?

  • Jeannie Goings
    Jeannie Goings ✭
    Fifth Anniversary Facilitator 2 Name Dropper Photogenic

    Seconding @Dariel Dixon single gift of $1K+ or cumulative? AND are you trying to do this in webview or database view. There are canned reports in dbv for lybunts/sybunts.

  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    If you are referring to a Single Gift of under $1000 in a year you would query on Gift Amount.

    If you are referring to a Cumulative Gift of under $1000 in a year you would query on Summary Gift Amount.

    Pull that query through the LYBUNT and/or SYBUNT reports (where you can set dates on SYBUNT, LYBUNT is self explanatory)

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