- Navigate to Analisis > Manage Lists
- Click the Manage basic and advanced lists block under List Actions
- Click the List Templates tab
- In the dropdown select Category Giving
- Next to Gifts Made in the last 12 months click View/Copy
- Select the Filters Tab
- In Global Filters select the + to add a Global Filter
- In the Field dropdown select Giving Category.Category Description is "Title of the Form"
- If you would like you can add another Filter for Giving base.Total Gift is greater than or equal to $XXX.XX so you can filter things above a certain amount.
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