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How can I report on all donors who gave more than a certain amount within some year?: Revision #1


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First published by:
Troy Wolbrink
on 19 Apr 2017
Last revision by:
Troy Wolbrink
on 27 Sep 2018
1 person found this article useful.
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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":

 

 

 

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