DonorWise
Enhanced communication with donors, enhanced ministry credibility...

How can I report on all donors who gave more than a certain amount within some year?


TntWare + QuickBooks

Connect with other ministries that use QuickBooks along with TntWare products such as DonorWise, DonorHub or TntConnect.

   QBTntWare (Yahoo Group)

Table of Contents

It is our pleasure to provide this software free of charge to help you in your ministry.  We're so thankful for our partners who make this possible!

About TntWare

Page Details

Published by:
Troy Wolbrink
on 19 Apr 2017
This page has not yet been rated

How can I report on all donors who gave more than a certain amount within some year?

Method 1 - Custom Lookup

In DonorWise, in “View Contacts”, under the “Lookup” menu, click “General” and then “Custom”.  Enter in this custom lookup (changing the year and amount as needed):

SELECT DonorID FROM Donation
WHERE Year(ReceivedDate) = 2016
GROUP BY DonorID
HAVING (SUM(Amount) >= 5000)

Also, check the box “Custom Filter returns a list of Contact IDs”: 

Click "OK" to see the list of donors.

Method 2 - Run Query

Under the "Tools" menu, click on "Run Query".  Run this query (changing the year and amount as necessary):

SELECT DonorID, DonorName, SUM(GiftAmount) AS YearTotal
FROM GiftDonationRawView
WHERE Year(ReceivedDate) = 2010
GROUP BY DonorID, DonorName
HAVING (SUM(GiftAmount) >= 1000)

Then, click "Run":

 

 

 

Recent Comments

Leave the first comment for this page.
© 2017 TntWare | Privacy | Terms of Use