Creating a Report that includes 3 Fiscal Years of Giving over $1000 (cumulative)

Shana Carroll · July 2019

I am trying to work on creating a report that analyzes the last three years of giving for my organization. How, or better yet, what is the best practice for creating a report that pulls this data? How can I pull the following:

1. All gifts given that equal a year total over $1,000 to my organization

2. The solicitor on each gift

3. The constituent

Thanks!

Marie Stark · July 2019

Are you looking for gifts over $1000, or donors who gave a total of $1000 or more in a fiscal year?

If the latter, do you want to see each gift they gave, for example four individual gifts of $250?

Shana Carroll · July 2019

Marie Stark:

Are you looking for gifts over $1000, or donors who gave a total of $1000 or more in a fiscal year?

If the latter, do you want to see each gift they gave, for example four individual gifts of $250?

I am looking for donors who gave a total of $1,000 or more in a fiscal year, if I can see each gift that would be great, but if it is cumulative that is fine, and I just want to see the solicitors on these accounts.

Marie Stark · July 2019

I would do a query with 3 Summaries for total number of gifts - one for each fiscal year. It would look something like this.

9fd5dc1609c72817cbf00134805ac8f4-huge-qu

Then you can use that query in an export. You can export the total amount of gifts for each year, or export all gifts in your date range.

You can also export the solicitor.

Shana Carroll · July 2019

Thank you so much!

Creating a Report that includes 3 Fiscal Years of Giving over $1000 (cumulative)

Comments

Categories