Finding 1st time $1000+ donors

I would create a constituent query, summary information total amount greater than or equal to $1000, gift date betweeen (your fiscal year).

In the output include either the constituent ID OR the Import ID, Gift Date Gift Amount.

Save

Go to Report

Pivot Reports

New

Select the query you just made

On the left hand side drop the field import ID (or constituent id)

along the top the field year

in the middle gift amount.



This will show the cumulative giving for each year only for your donors who gave over $1000.  Then you can export this to excel.  Copy the data from the pivot table into another excel worksheet.  Then you can sort the history by year and delete who has made a gift over $1000 in the past.  Then you have the constituent id's or import ID's which you can copy and paste into a query.  Then this query is only those who met your criteria.

 

You can run a Constit Query using the Summary Field for Gift:

Total Amount of Gifts greater than or equal to $1000

Gift Date between <your fiscal year dates>

AND Gift Type <whichever you are reporting on.. pledge, payments, etc>

AND Fund ID <IF you need to filter out event income or endowment or something then use this field>



AND Summary Field on Gift a second time

Total Amount of Gifts less than or equal to $999

AND Gift Date less than <the last day of the fiscal year previous to the FY that is your current one> example 06-30-14 last day vs. 07-01-14 first day

AND Gift Type one of <whichever you are reporting on.. pledge, payments, etc>

AND Fund ID <IF you need to filter out event income or endowment or something then use this field>



You can then pull that through Export and included the fields you want and filter out the dupes by choosed HoH.

Or take it to the canned report Analytical Reports .. Comparative Reports and get a list of names only