Step #1: Create your smart query to pull a list of donors during your time period:
  1. Navigate to Analysis, then click on Information library
  2. Click Add a smart query 
  3. Select the smart query definition of Donor List and click OK
  4. (Optional) If you're looking to only find donors who gave to a specific designation search for the designation under Designation.
    • Note: You can only specify one designation here. If you need more than 1 designation, you can use Option 3. 
  5. (Optional) If you're looking for only donors who gave to a specific appeal, search for the appeal record under Appeal.
    • Note: You can only specify one appeal here. If you need more than 1 appeal, you can use Option 3. 
  6. (Optional) If you're looking for only donors who are in a specific selection, search for the selection here.
  7. Under Time period given, specify the date range you're looking for
  8. Under Total amount given, specify the threshold you'd like to see. 
  9. (Optional) You can also check the box to only return top donors as well.

Step #2: Create your Constituent source view query:
  1. Navigate to Analysis, then click on Information Library
  2. Click Add an ad-hoc query
  3. Select Constituent source view and click OK
  4. In the left column, expand Selections. From the middle, drag your smart query from Step #1 into Include records where. Set Equal to Yes.
  5. In the left column, expand Member, then select Membership. From the middle, drag Status into Include records where. 6. Set Equal to Active. Highlight this line within Include records where and press the OR button to separate from the first line.
  6. In the left column, select Volunteer. From the middle column, drag Active into Include records where. Set Equal to Yes. Highlight this line within Include records where and press the OR button to separate from the first two lines.
  7. From the left column, expand Constituents and select  Email Addresses. From the middle column, drag Primary email address to Include records where. Set the criteria to be Equal to Yes
  8. Note: For a membership query, from the left column expand Members > then expand Constituents
  9. To also include constituents without email addresses, from the middle column, drag Email addresses to Include records where. Set the criteria to be Blank.
  10. In Include records where, click the second line item and select the OR feature
  11. Group the two fields together using the parenthesis feature:
  12. In Include Records Where, select  the first line item: Email Addresses\Primary Email address, and click Add Left Parenthesis button. 
  13. In Include Records Where, select the second line item: Email Addresses\Email Address, and click Add Right Parenthesis button.
  14. From the middle column, drag Email address into Results fields to display.

Here is what your final query will look like:
User-added image