Queries/exports/reports?

Tamera Stanford
Tamera Stanford
Third Anniversary Facilitator 1 Blackbaud Certified
in Blackbaud Raiser's Edge NXT®: General Discussions

I am trying to figure out how to query Lybunts and Sybunts that have NOT given $1,000+ annually within the last five years. Does anyone know how to do this?

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Comments

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

    I would use a query with a summary on gifts with the gift date less than 5 years ago.

    EDIT: Are you referring to a single gift of over $1000, or a cumulative figure?

  • Jeannie Goings
    Jeannie Goings
    Fifth Anniversary Kudos 2 Name Dropper Participant

    Seconding @Dariel Dixon single gift of $1K+ or cumulative? AND are you trying to do this in webview or database view. There are canned reports in dbv for lybunts/sybunts.

  • Christine Cooke
    Christine Cooke
    Tenth Anniversary Kudos 5 Name Dropper Participant

    If you are referring to a Single Gift of under $1000 in a year you would query on Gift Amount.

    If you are referring to a Cumulative Gift of under $1000 in a year you would query on Summary Gift Amount.

    Pull that query through the LYBUNT and/or SYBUNT reports (where you can set dates on SYBUNT, LYBUNT is self explanatory)

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