Change in Lifetime Giving?

Is there a way to determine the change in lifetime giving amount from day to day?

Might PowerAutomate have a way to find the individual constituents who may have had a change to their lifetime giving since yesterday?

Thank you.

Comments

  • Dariel Dixon
    Dariel Dixon Community All-Star
    Seventh Anniversary Kudos 5 First Reply PowerUp Challenge #3 Gift Management

    @Chris Zello Are you trying to report on constituents reaching a certain level? The way I'm thinking about, a new gift report/query would be sufficient to determine what gifts came in since yesterday if you only want to see totals for lifetime giving. I'm not sure if you are trying to do more than that, or if you could build a workflow to do certain things based on their lifetime giving totals.

  • @Dariel Dixon I'm not trying to do anything with a level, simply know if there is an update to the Lifetime Giving. Knowing who gave or had some type of adjustment to a gift would be the best approach. Thanks.