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Exploring Donation Frequency

  • Create a new donor SmartList.
  • Select Donation History > Number of Donations from the criteria category dropdown list. Check 'Is greater than' and then enter 1 in the number box and
  • Click Next.
  • Click Customize and check Number of Received Donations, Current Year (or Current Fiscal Year) Number of Received Donations, and Previous Year (or Previous Fiscal Year) Number of Received Donations. Check any other donor and donation information to be included in the SmartList. You can also Add Criteria Set and Refine the SmartList
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