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Donor SmartList to show donation total for specific period of time

  • You can create the SmartList based on Donors.
  • Set the criteria as: Donation History>Period 1 total donations then choose "is greater than" and enter in $0 (or whatever your amount is)
  • Click on the "Options" tab to set up the time frame for Period 1. Give Period 1 a name -for Example: Jan 2010 through June 2010 - then set up the date range.
  • You can then click on Customize to show a column for the donors total giving in that time frame. Scroll down through the list and find the option called " Jan 2010 through June 2010 Giving" (or whatever it was that you named Period 1)
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