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Donor SmartList to compare 2 year giving for a specific appeal(s)

  • You can create a SmartList based on Donors.
  • Add the first criteria set as: Donation History>Period 1 Total Donations and choose 'Is greater than' and enter in $0.
  • Add a second criteria set as: Donation History>Period2 Total Donations and choose 'Is greater than' and enter in $0.
  • Click on the Options Tab to define Period 1 and Period 2.
  • Name Period 1 2008 Spring Appeal and set the date range for it. Scroll down and check the box for that specific Appeal.
  • Name Period 2 2009 Spring Appeal and set the date range for it. Scroll down and check the box for that specific Appeal.
  • Click on Customize and scroll down and check the box next to the fields named 2008 Spring Appeal Giving and 2009 Spring Appeal Giving. This will show you the total amount that each donor gave in each Period.
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