SITUATION: Your ministry director has asked you for a list of your ministry's most generous donors, such as those who gave €10000 or more last year.
PROBLEM: The Lookups menu offers the ability to lookup donors "By Donations Given", and allows you to specify both a time period and an amount range. But the amount range only applies to individual gifts in that range, not the total summed amount during the time period selected.
SOLUTION: To find donors who have given a total of X during a time period, you need to write a Custom Lookup like this. To reach the Custom Lookup box, select Lookup | General | Custom.
You can copy and paste this criteria into the and just change the dates and amount.
(Contact.ContactID IN (SELECT DonorID FROM Donation
WHERE (ReceivedDate BETWEEN '2007-01-01' AND '2007-12-31')
GROUP BY DonorID
HAVING SUM(Amount) >= 3000))