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To query on constituents who gave last year but not this year:

Create a LYBUNT report. On the General tab, mark the Create a Constituent output query checkbox.

OR

  1. Create a constituent query
  2. On the Criteria tab, select Last Gift, Gift Date equals Last Calendar Yr (If your fiscal year is not a calendar year, set operator to between and enter the dates for the previous fiscal year, not the current one.)
OR

To consider specific appeals, gift types, funds, etc.:
  1. Create a constituent query
  2. On the Criteria tab, select:
Summary Information*, Summary for Gift, Total Amount equals $0. On the Filters tab, select:
Gift Information, Gift Date equals This Calendar Yr (If your fiscal year is not a calendar year, set operator to between and enter the dates for the current fiscal year.)
Add other fields as needed, such as Gift Type, Funds, Appeals, etc.
Click OK

AND Summary Information*, Summary for Gift, Total Amount greater than $0. On the Filters tab, select:
Gift Information, Gift Date equals Last Calendar Yr (If your fiscal year is not a calendar year, set operator to between and enter the dates for the previous fiscal year.)
Add other fields as needed, such as Gift Type, Funds, Appeals, etc.
Click OK

* For more information on selecting and filtering Summary Information fields in query, please refer to How to use Summary Information query filters.

For example in 2016 ("this calendar year") to find LYBUNT donors who gave only cash type gifts to the Science Center Fund:
Sample LYBUNT query

 

To query on constituents who gave in the past (not necessarily last year) but not this year:

Create a SYBUNT report. On the General tab, mark the Create a Constituent output query checkbox.

OR

  1. Create a constituent query
  2. On the Criteria tab, select Last Gift, Gift Date less than [enter the first date of previous calendar/fiscal year] (Example: To find donors whose last gift was before 2015, enter 01/01/2015.)
OR

To consider specific appeals, gift types, funds, etc.:
  1. Create a constituent query
  2. On the Criteria tab, select:
Summary Information*, Summary for Gift, Total Amount equals $0. On the Filters tab, select:
Gift Information, Gift Date equals This Calendar Yr (If your fiscal year is not a calendar year, set operator to between and enter the dates for the current fiscal year.)
Add other fields as needed, such as Gift Type, Funds, Appeals, etc.
Click OK

AND Summary Information*, Summary for Gift, Total Amount greater than $0. On the Filters tab, select:
Gift Information, Gift Date less than [enter the first date of previous calendar/fiscal year] (Example: To find donors whose last gift was before 2015, enter 01/01/2015.)
Add other fields as needed, such as Gift Type, Funds, Appeals, etc.
Click OK

* For more information on selecting and filtering Summary Information fields in query, please refer to How to use Summary Information query filters.


For example in 2016 ("this calendar year") to find SYBUNT donors who gave only cash type gifts to the Science Center Fund:
Sample SYBUNT query

 

To query on constituents who gave in multiple years in the past but not this year:

  1. Create a constituent query (Query A) and filter on Gifts, Gift Date between [the first date range in which they gave]
  2. Create a constituent query (Query B) and filter on Gifts, Gift Date between [the second date range in which they gave]
  3. Create a constituent query (Query C) and filter on Gifts, Gift Date between [the date range in which they did not gave]
  4. Merge queries A and B (Query D) and use the AND operator. The order of the queries does not matter.
  5. Merge queries C and D (Query E) and use the SUB operator. Query D is primary and Query C is secondary. Query E is the final query that gives you everyone who gave in two date ranges but not in a third.
 
To query on constituents who gave in one date range but not another with different months and/or days:
  1. Create a constituent query.
  2. On the Criteria tab, select:
    Summary Information*, Summary for Gift, Total Amount equals $0. On the Filters tab, select:
    Gift Information, Gift Date between [the date range during which the constituent did not give]

    AND Summary Information*, Summary for Gift, Total Amount greater than $0. On the Filters tab, select:
    Gift Information, Gift Date between [the date range during which the constituent did give]

* For more information on selecting and filtering Summary Information fields in query, please refer to How to use Summary Information query filters.


For example, to query on constituents who did not give between 6/1/2016 and 12/31/2016 but did give sometime in 2015, select:

Summary Information, Summary for Gift, Total Amount equals $0. On the Filters tab, select:
Gift Information, Gift Date between 06/01/2016 and 12/31/2016

AND Summary Information, Summary for Gift, Total Amount greater than $0. On the Filters tab, select:
Gift Information, Gift Date between 01/01/2015 and 12/31/2015

The resulting query will look like this:
Sample LYBUNT query