Sustainer Query for a specific date range

Chantel M Russ

Hi everyone. I need help with a query for sustainers. I added the criteria with a specific gift date range and Recurring Gift Pay Cash. I only wanted to see who gave this year but instead it pulled gifts from 2018 and 2019. How can I resolve this?

Faith Murray

@Chantel M Russ, see my response on your other thread, here. I've provided images for walkthrough.

Faith Murray

@Chantel M Russ
I'm also going to add that you need to decide if you're trying to see who gave this year (mailing list), or alternatively what gifts were given this year (revenue list).

The pics I gave you on the other thread are for a list of recurring gifts received this year. This does not serve as a good donor list for mailings, because it will contain multiple lines per donor. However, it will serve as a reliable revenue list, if you are needing to determine revenue from recurring gifts this year.

If you are instead needing a donor (constituent) list for mailings, then yes, you're going to get lots of lines for each donor with their entire giving history of recurring gifts, if you include a gift output field on a constituent query. The only way to filter this is to use a Giving Summary field in your output instead, showing total amount of recurring gifts they've given this year. If this is what you want, let me know and I will upload pics for that process.