Current Constituents

Debbie White
Debbie White
Third Anniversary
in Blackbaud Altru® General Discussions

I'm wondering if someone can give me step by step instructions (asking a lot, I know) on how to run a query for:

Current constituents who have not upgraded or done a referral. I don't want new constituents and it needs to be a recurring gift on or after 5/25/21

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Comments

  • Regina Holten
    Regina Holten
    Tenth Anniversary Kudos 5 Name Dropper Participant

    Are the constituents associated with a membership level? There is a report where you can see membership level conversion activity…though it doesn't give you a specific list of individuals…maybe that can be further exported…unsure…following as it interests me!

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