SYBUNT???? LYBUNT???? Both????

Lisa Madden

How do I run a report that shows donors who did not give last fiscal year, but did give between July 1 2007 to June 30 of 2022 or do I need to just run two separate reports??? I'm sorry y'all…..I'm so GREEN!!!

Austen Brown

@Lisa Madden - You can do this within a constituent query using summary information. You'll need two summary info fields:

Summary Information > Number of Gifts > equals 0 > Filter tab > Gift Date [Last Year] + any other filters you need like Gift Type

AND

Summary Information > Number of Gifts > greater than or equal to 1 > Gift Date [2007-2022] + any other filters you need like Gift Type

Lisa Madden

@Austen Brown
Thank you Austen! You are so helpful!!!!!!!!!!!

Joe Moretti

@Lisa Madden I would also add, since many forget this, include soft credits in your query (query options) since many folks give thru Donor Advisor Funds and if you have a code for DAVF, exclude them.