You may need to find the top number or percentage of donors in a specific date range for a mailing, recognition in a newsletter, etc. Our Top Donor report can be used to find the top number or percentage of donors based on those accounts or journal entries in a query.
The first thing you'll need to do is create a query to use with the top donor report. To find the top donors within a specific date range, you'll follow these steps to create a date range query:
1. Click Queries 2. Select a category that you want to store this query in (Ex: Base) 3. Click New Query under the Tasks menu 4. Name the query 5. For Starting Query select Category: Base and Query: All Constituents 6. For the Data Return Type select Journal Entries 7. For Criteria Matching select Match Each Criteria 8. For Criteria select 'individual Transaction received' 9. Enter greater than or equal to 1.00 10. For Criteria select Journal Entry Date and enter your date range 11. Save and Run Report
Now, you will run the query through our Top Donor standard report:
12. Click eTapestry Standard Reports 13. Click Top Donor Report 14. Select your query 15. Enter the number and select Donors or Percent 16. Click Submit