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

How can I report on all donors who gave more than a certain amount within some year?https://www.tntware.com/donorwise/faqs/en/how-can-i-report-on-all-donors-who-gave-more-than-a-certain-amount-within-some-year.aspxen-USCommunityServer 2008.5 SP2 (Debug Build: 40407.4157)How can I report on all donors who gave more than a certain amount within some year?https://www.tntware.com/donorwise/faqs/en/how-can-i-report-on-all-donors-who-gave-more-than-a-certain-amount-within-some-year.aspxThu, 27 Sep 2018 15:51:24 GMTde06579a-5120-4393-a24b-6f68f5e7a3ec:26Troy Wolbrinkhttps://www.tntware.com/donorwise/faqs/en/how-can-i-report-on-all-donors-who-gave-more-than-a-certain-amount-within-some-year/comments.aspxCurrent revision posted to Frequently Asked Questions by Troy Wolbrink on 9/27/2018 3:51:24 PM<br /> <h2>How can I report on all donors who gave more than a certain amount within some year?</h2> <h2>Method 1 - Custom Lookup</h2> <p>In DonorWise, in “<strong>View Contacts</strong>”, under the “<strong>Lookup</strong>” menu, click “<strong>General</strong>” and then “<strong>Custom</strong>”.  Enter in this custom lookup (changing the year and amount as needed):</p> <table border="0"> <tbody> <tr> <td>SELECT DonorID FROM Donation <br />WHERE Year(ReceivedDate) IN (<span style="background-color:#ffff99;">2016</span>)<br />GROUP BY DonorID<br />HAVING (SUM(Amount) >= <span style="background-color:#ffff99;">5000</span>)</td> </tr> </tbody> </table> <p>Also, check the box “<strong>Custom Filter returns a list of Contact IDs</strong>”: </p> <p><a href="https://www.tntware.com/donorwise/cfs-file.ashx/__key/CommunityServer.Wikis.Components.Files/en/3554.990-donors.jpg"><img src="https://www.tntware.com/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Components.ImageFileViewer/CommunityServer.Wikis.Components.Files.en/3554.990-donors.jpg_2D00_550x0.jpg" border="0" alt="" /></a></p> <p>Click "OK" to see the list of donors.</p> <h2>Method 2 - Run Query</h2> <p>Under the "<strong>Tools</strong>" menu, click on "<strong>Run Query</strong>".  Run this query (changing the year and amount as necessary):</p> <table border="0"> <tbody> <tr> <td>SELECT DonorID, DonorName, SUM(GiftAmount) AS YearTotal <br />FROM GiftDonationRawView<br />WHERE Year(ReceivedDate) IN (<span style="background-color:#ffff99;"><span style="text-decoration: line-through; color: red;">2010</span><span style="background-color:#ffff99;"><span style="background: SpringGreen;">2016</span></span>)<br />GROUP BY DonorID, DonorName<br />HAVING (SUM(GiftAmount) >= <span style="background-color:#ffff99;">1000</span>)</td> </tr> </tbody> </table> <p>Then, click "<strong>Run</strong>":</p> <p><a href="https://www.tntware.com/donorwise/cfs-file.ashx/__key/CommunityServer.Wikis.Components.Files/en/3073.run-query.jpg"><img src="https://www.tntware.com/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Components.ImageFileViewer/CommunityServer.Wikis.Components.Files.en/3073.run-query.jpg_2D00_550x0.jpg" border="0" alt="" /></a></p> <p> </p> <h2><span style="background: SpringGreen;">Custom</span> <span style="background: SpringGreen;">Date</span> <span style="background: SpringGreen;">Range</span><span style="background: SpringGreen;">?</span></h2> <p><span style="background: SpringGreen;">Change</span> <span style="background: SpringGreen;">the</span> <span style="background: SpringGreen;">portion</span> <span style="background: SpringGreen;">of</span> <span style="background: SpringGreen;">the</span> <span style="background: SpringGreen;">query</span> <span style="background: SpringGreen;">that</span> <span style="background: SpringGreen;">shows</span> <span style="background: SpringGreen;">this</span><span style="background: SpringGreen;">:</span></p> <p>     <span style="background: SpringGreen;">WHERE</span> <span style="background: SpringGreen;">Year(ReceivedDate</span><span style="background: SpringGreen;">)</span> <span style="background: SpringGreen;">IN</span> <span style="background: SpringGreen;">(</span><span style="background: SpringGreen;">2016)</span></p> <p><span style="background: SpringGreen;">to</span> <span style="background: SpringGreen;">this</span><span style="background: SpringGreen;">:</span></p> <p>     <span style="background: SpringGreen;">WHERE</span> <span style="background: SpringGreen;">ReceivedDate</span> <span style="background: SpringGreen;">BETWEEN</span> <span style="background: SpringGreen;">'</span><span style="background-color:#ffff99;"><span style="background: SpringGreen;">2017-04-01</span></span><span style="background: SpringGreen;">'</span> <span style="background: SpringGreen;">AND</span> <span style="background: SpringGreen;">'</span><span style="background-color:#ffff99;"><span style="background: SpringGreen;">2017-06-30</span></span><span style="background: SpringGreen;">'</span></p> <p><span style="background: SpringGreen;">You</span> <span style="background: SpringGreen;">can</span> <span style="background: SpringGreen;">change</span> <span style="background: SpringGreen;">the</span> <span style="background: SpringGreen;">dates</span> <span style="background: SpringGreen;">highlighted</span> <span style="background: SpringGreen;">as</span> <span style="background: SpringGreen;">needed</span><span style="background: SpringGreen;">.</span></p> <p> </p>How can I report on all donors who gave more than a certain amount within some year?https://www.tntware.com/donorwise/faqs/en/how-can-i-report-on-all-donors-who-gave-more-than-a-certain-amount-within-some-year/revision/2.aspxFri, 06 Jul 2018 17:17:17 GMTde06579a-5120-4393-a24b-6f68f5e7a3ec:1050Troy Wolbrinkhttps://www.tntware.com/donorwise/faqs/en/how-can-i-report-on-all-donors-who-gave-more-than-a-certain-amount-within-some-year/comments.aspxRevision 2 posted to Frequently Asked Questions by Troy Wolbrink on 7/6/2018 5:17:17 PM<br /> <h2>How can I report on all donors who gave more than a certain amount within some year?</h2> <h2>Method 1 - Custom Lookup</h2> <p>In DonorWise, in “<strong>View Contacts</strong>”, under the “<strong>Lookup</strong>” menu, click “<strong>General</strong>” and then “<strong>Custom</strong>”.  Enter in this custom lookup (changing the year and amount as needed):</p> <table border="0"> <tbody> <tr> <td>SELECT DonorID FROM Donation <br />WHERE Year(ReceivedDate)<span style="text-decoration: line-through; color: red;">=</span>  <span style="background: SpringGreen;">IN</span> <span style="background: SpringGreen;">(</span><span style="background-color:#ffff99;">2016</span><span style="background: SpringGreen;">)</span><br />GROUP BY DonorID<br />HAVING (SUM(Amount) >= <span style="background-color:#ffff99;">5000</span>)</td> </tr> </tbody> </table> <p>Also, check the box “<strong>Custom Filter returns a list of Contact IDs</strong>”: </p> <p><a href="/donorwise/cfs-file.ashx/__key/CommunityServer.Wikis.Components.Files/en/3554.990-donors.jpg"><span style="text-decoration: line-through; color: red;"><img src="/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Components.ImageFileViewer/CommunityServer.Wikis.Components.Files.en/3554.990-donors.jpg_2D00_550x0.jpg" border="0" alt="" /></span></p> <p><a href="https://www.tntware.com/donorwise/cfs-file.ashx/__key/CommunityServer.Wikis.Components.Files/en/3554.990-donors.jpg"><span style="background: SpringGreen;"><img src="https://www.tntware.com/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Components.ImageFileViewer/CommunityServer.Wikis.Components.Files.en/3554.990-donors.jpg_2D00_550x0.jpg" border="0" alt="" /></span></a></p> <p>Click "OK" to see the list of donors.</p> <h2>Method 2 - Run Query</h2> <p>Under the "<strong>Tools</strong>" menu, click on "<strong>Run Query</strong>".  Run this query (changing the year and amount as necessary):</p> <table border="0"> <tbody> <tr> <td>SELECT DonorID, DonorName, SUM(GiftAmount) AS YearTotal <br />FROM GiftDonationRawView<br />WHERE Year(ReceivedDate)<span style="text-decoration: line-through; color: red;">=</span>  <span style="background: SpringGreen;">IN</span> <span style="background: SpringGreen;">(</span><span style="background-color:#ffff99;">2010</span><span style="background: SpringGreen;">)</span><br />GROUP BY DonorID, DonorName<br />HAVING (SUM(GiftAmount) >= <span style="background-color:#ffff99;">1000</span>)</td> </tr> </tbody> </table> <p>Then, click "<strong>Run</strong>":</p> <p><a href="/donorwise/cfs-file.ashx/__key/CommunityServer.Wikis.Components.Files/en/3073.run-query.jpg"><span style="text-decoration: line-through; color: red;"><img src="/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Components.ImageFileViewer/CommunityServer.Wikis.Components.Files.en/3073.run-query.jpg_2D00_550x0.jpg" border="0" alt="" /></span></p> <p><a href="https://www.tntware.com/donorwise/cfs-file.ashx/__key/CommunityServer.Wikis.Components.Files/en/3073.run-query.jpg"><span style="background: SpringGreen;"><img src="https://www.tntware.com/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Components.ImageFileViewer/CommunityServer.Wikis.Components.Files.en/3073.run-query.jpg_2D00_550x0.jpg" border="0" alt="" /></span></a></p> <p> </p> <p> </p> <p> </p>How can I report on all donors who gave more than a certain amount within some year?https://www.tntware.com/donorwise/faqs/en/how-can-i-report-on-all-donors-who-gave-more-than-a-certain-amount-within-some-year/revision/1.aspxWed, 19 Apr 2017 18:41:12 GMTde06579a-5120-4393-a24b-6f68f5e7a3ec:1049Troy Wolbrinkhttps://www.tntware.com/donorwise/faqs/en/how-can-i-report-on-all-donors-who-gave-more-than-a-certain-amount-within-some-year/comments.aspxRevision 1 posted to Frequently Asked Questions by Troy Wolbrink on 4/19/2017 6:41:12 PM<br /> <h2>Method 1 - Custom Lookup</h2> <p>In DonorWise, in “<strong>View Contacts</strong>”, under the “<strong>Lookup</strong>” menu, click “<strong>General</strong>” and then “<strong>Custom</strong>”.  Enter in this custom lookup (changing the year and amount as needed):</p> <p> <table border="0"> <tbody> <tr> <td>SELECT DonorID FROM Donation <br />WHERE Year(ReceivedDate) = <span style="background-color:#ffff99;">2016</span><br />GROUP BY DonorID<br />HAVING (SUM(Amount) >= <span style="background-color:#ffff99;">5000</span>)</td> </tr> </tbody> </table> </p> <p>Also, check the box “<strong>Custom Filter returns a list of Contact IDs</strong>”: </p> <p><a href="/donorwise/cfs-file.ashx/__key/CommunityServer.Wikis.Components.Files/en/3554.990-donors.jpg"><img src="/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Components.ImageFileViewer/CommunityServer.Wikis.Components.Files.en/3554.990-donors.jpg_2D00_550x0.jpg" border="0" alt="" /></a></p> <p>Click "OK" to see the list of donors.</p> <h2>Method 2 - Run Query</h2> <p>Under the "<strong>Tools</strong>" menu, click on "<strong>Run Query</strong>".  Run this query (changing the year and amount as necessary):</p> <p> <table border="0"> <tbody> <tr> <td>SELECT DonorID, DonorName, SUM(GiftAmount) AS YearTotal <br />FROM GiftDonationRawView<br />WHERE Year(ReceivedDate) = <span style="background-color:#ffff99;">2010</span><br />GROUP BY DonorID, DonorName<br />HAVING (SUM(GiftAmount) >= <span style="background-color:#ffff99;">1000</span>)</td> </tr> </tbody> </table> </p> <p>Then, click "<strong>Run</strong>":</p> <p><a href="/donorwise/cfs-file.ashx/__key/CommunityServer.Wikis.Components.Files/en/3073.run-query.jpg"><img src="/donorwise/cfs-filesystemfile.ashx/__key/CommunityServer.Components.ImageFileViewer/CommunityServer.Wikis.Components.Files.en/3073.run-query.jpg_2D00_550x0.jpg" border="0" alt="" /></a></p> <p> </p> <p> </p> <p> </p>