Follow

Donor SmartList to compare 2 year giving for a specific campaign(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 2009-2010 Annual Campaign and set the date range for it. Scroll down and check the box for that specific Campaign.
  • Name Period 2 2010-2011 Annual Campaign and set the date range for it. Scroll down and check the box for that specific Campaign.
  • Click on Customize and scroll down and check the box next to the fields named 2009-2010 Annual Campaign Giving and 2010-2011 Annual Campaign Giving.This will show you the total amount that each donor gave in each Period.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk