- Click Queries
- Click Manage Queries
- Click on a category that you want to store this query in
- Click New Query under Tasks
- Name the query: All individual pledges that were $500 or more in 2015
- Select the Starting Query as Base as the category and All Constituents as the query
- Select Journal Entries as the Data Return Type
- Select Match each criteria for the Criteria Matching
- Select Any Persona for Which persona should be checked for matches
- In the Browse Fields, select Commonly Used Fields and click Journal Entry Date and Individual Transaction Pledged
- Enter the date range you would like to see in the Journal Entry Date field
- Enter $500 in the Greater Than or Equal to field
- Click Save and Preview
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