- Click Queries
- Select a category that you want to store this query in
- Select New Query under the tasks menu
- Name the query All Donors in a Time Frame
- Set the Starting criteria to Base/All Constituents
- Set the Data Return Type to Journal Entries
- Under Criteria Matching select Match Each Criteria
- Select Commonly Used Fields from the Available Fields drop down menu and click on Journal Entry Date
- Fill in the Start and End Dates for the Time Periods that you would like to review
- Select Commonly Used Fields from the Available Fields drop down menu and click on Individual Transaction Received
- Fill in Greater Than or Equal To .01
- Click Save and View Queries
Here are the steps for the Report that will allow you to review the information:
- Click Reports
- Click Manage Reports
- Select a category that you want to store this report in
- Select New Report under the Task Menu
- Name the report Largest Donations within a Time Frame
- In the Group By drop down menu, select Accounts
- Under the Group selection choose to Collapse Groups
- Select Commonly Used Fields from the Browse Fields drop down menu and click on Account Name, Received, and any additional contact fields you would like to see in the report
- Click the three stacked dots next to the Received field
- Set the Aggregate drop down menu to Max
- Arrange the columns into order by clicking on the middle of the field column and dragging up or down
- Click Save and Run under the Task Menu
- Under Query select your category in the top box and your query in the bottom box
- At the bottom of the page select a Delivery Option and then click Submit