HELP NEEDED-Run report on new donors

Assuming you mean total giving in the past year and not a single gift of that amount...

First Gift Date is between 10/01/17 and 9/30/18 (or whatever your FY dates are)

AND Summary giving Greater Than or Equal to $200 during FY in question (can set this part of criteria in summary giving)


I would think the same logic works for your employee giving campaign/recurring gifts if you include Recurring-Pay Cash in your summary giving.  You may just need to include whatever indicator you use to denote staff, so you know who those folks are?


Good luck!

 

Use a constituent query selecting the summary fields near the bottom of the list. Summary Info > Summary for Gift > Total amount of gifts. Set you criteria for gift amount and your gift date range. Be sure to also select gift type to prevent double count of a pledge and it's payment. For employee, same thing, use a filter to ID your employees and for gift type use recurring gift cash-pay.


The knowledge base is also a good source for this basic type of info. Just search for things like how to query gifts for fiscal year. 

In the query and/or the report you want to change the gift date field to last fiscal if you're calendar year. If your fiscal is something else you'll need to select specific range. It's an option in the drop down.