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Donor SmartList for 6 year giving history

If you want to show donors that donated in ALL of the 6 years:

  • You can create the SmartList based on Donors.
  • Set the criteria as: Donation History>Period 1 total donations and choose "is greater than" and enter in $0
  • Click refine next to that criteria set
  • Click on Append More. Click on the Click here to select a criteria category link and then set the criteria as: Donation History>Period 2 total donations and choose "is greater than" and enter in $0
  • Click Append More. Click on the Click here to select a criteria category link and then set the criteria as:Donation History>Period 3 total donations and choose "is greater than" and enter in $0
  • Click Append More. Click on the Click here to select a criteria category link and then set the criteria as:Donation History>Period 4 total donations and choose "is greater than" and enter in $0
  • Click Append More. Click on the Click here to select a criteria category link and then set the criteria as:Donation History>Current Year total donations and choose "is greater than" and enter in $0 Click Append More.
  • Click on the Click here to select a criteria category link and then set the criteria as: Donation History>Previous Year total donations and choose "is greater than" and enter in $0
  • Click on the "Options" tab to set up the time frame for Periods 1 through 4. Give each Period a name -for Example, name Period 1 2009, Period 2 2010, Period 3 2011, Period 4 2012 - then set up the date ranges for each year.
  • Click on Customize to show a column for the donors total giving in that time frame. Scroll down through the list and find the options called Current Year Giving, "Previous Year Giving", "2009 Giving" , 2010 Giving, 2011 Giving, 2012 Giving

If you want to show donors that donated in ANY of the 6 years:

  • 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.
  • Add a third criteria set as: Donation History>Period3 Total Donations and choose 'Is greater than' and enter in $0.
  • Add a fourth criteria set as: Donation History>Period4 Total Donations and choose 'Is greater than' and enter in $0. 
  • Add a fifth criteria set as: Donation History>Previous Year total donations and choose "is greater than" and enter in $0
  • Add a sixth criteria set as:Donation History>Current Year total donations and choose "is greater than" and enter in $0
  • Click on the "Options" tab to set up the time frame for Periods 1 through 4. Give each Period a name -for Example, name Period 1 2009, Period 2 2010, Period 3 2011, Period 4 2012 - then set up the date ranges for each year.
  • Click on Customize to show a column for the donors total giving in that time frame. Scroll down through the list and find the options called Current Year Giving, "Previous Year Giving", "2009 Giving" , 2010 Giving, 2011 Giving, 2012 Giving
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