How do I look up contacts based on total giving for a time period (vs. individual gifts during that period)

Troy Wolbrink — Wed, 04 Sep 2013 00:18:12 GMT

Current revision posted to Frequently Asked Questions by Troy Wolbrink on 9/4/2013 12:18:12 AM

How do I look up contacts based on total giving for a time period (vs. individual gifts during that period)

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 <o:p></o:p>

WHERE (ReceivedDate BETWEEN '2007-01-01' AND '2007-12-31') <o:p></o:p>

GROUP BY DonorID

HAVING SUM(Amount) >= 3000)3000))

How do I look up contacts based on total giving for a time period (vs. individual gifts during that period)

Bob Mac Leod — Fri, 12 Mar 2010 21:50:03 GMT

Revision 1 posted to Frequently Asked Questions by Bob Mac Leod on 3/12/2010 9:50:03 PM

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.

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 <o:p></o:p>

WHERE (ReceivedDate BETWEEN '2007-01-01' AND '2007-12-31') <o:p></o:p>

GROUP BY DonorID

HAVING SUM(Amount) >= 3000))