990 Query

Megan Gallagher Thomson · July 2018

Hello.

Can someone help me build a 990 query / report?

Need to pull a Fiscal Summary/ Year to Date TOTAL Amount that is above $4,999 (or Greater than or Equal to $5,000)

Cathy Spencer · July 2018

Hi Megan,

Does this Knowledgebase article help?
https://kb.blackbaud.com/articles/Article/44635

Create a constituent query. In the criteria tab, select Summary Information, Summary for Gift, Total amount greater than or equal to $5,000

Under Criteria for Gifts, select gift date (between fiscal year dates)

990 Query

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