Lists - Cumulative Giving

Erica Vitai

Hi, I'm new to the team and am trying to get a list of everyone who has cumulatively given £500+ in the 2023/24 financial year. I have all the fields selected (created as a Gift List, hopefully that's right) but it's pulling through all donations, rather than cumulative. How do I select cumulative?

Austen Brown

@Erica Vitai - Welcome to BB Community forums! I recommend you build this through a query in Database View. Start with a Constituent Query, use the “Summary Information” field > Gift > Gift Amount - a pop-up will appear where you can enter the specifics of what you're looking see for donors with cumulative giving.