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Queries/exports/reports?

Tamera Stanford

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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Query Import Export

Comments

Dariel Dixon

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

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

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)