The following example reports on constituents who gave for the first time this year (new donors) whose cumulative gifts for this year are greater than or equal to $1000.   

1. Create a Constituent Query.
2. On the Criteria tab, select:

Summary Information>Summary for Gift>Total Amount of gifts greater than or equal to 1000.

3. On the Filters tab, select:

Gift Information>Gift Date equals This calendar year.  

* For more information on selecting and filtering Summary Information fields in query, refer to BB237530.


  • Save and close the query
  • On the General tab, select This calendar year for the Date
  • Click Include, Selected Records and select the query created in steps 1 through 3
  • Select all other appropriate options and click Preview to run the report