Note: Option 1 is best for a yearly donor "renewals", e.g. the donors didn't give for a year and then gave the next year. Option 3 is best for monthly "renewals", e.g. the donors didn't give for a period of time and then gave again in November. Option 2 is best when you need to be able to choose any report to print.

Note: If you are looking for only a specific campaign, fund, or appeal, add the appropriate campaign, fund, or appeal to the query or report criteria.

Option 1: Run a query and the LYBUNT report
 

  1. Create a Constituent query.  
  2. On the Criteria tab, select Gifts, Gift Date between [the date range in which the constituent gave again].  
  3. Create a LYBUNT report.  
  4. On the General tab:
    1. Select the query created in steps 1 and 2.
    2. In the Date to use field, select Gift Date.
    3. In the Date field, select Specific range.
    4. The Start and End fields appear. Enter the date range in which the constituent should not have given. 
        
       

    Option 2: Run three queries:

    • Fill out the rest of the tabs with the appropriate information. 
    • Click Print or Preview.
       
      1. Create a Constituent query (Query A) and filter on Gifts, Gift Date less than or equal to [the day before the beginning of the date range that they did not give]. 
      2. Create a Constituent query (Query B) and filter on Gifts, Gift Date is not between [the date range they did not give]. NOTE: This query may include constituents in the results who actually have given in that date range IF they also have other gifts that were given outisde of the date range (since those other gifts are 'not between' the specified dates, they meet this criteria). 
      3. Create a Constituent query (Query C) and filter on Gifts, Gift Date greater than or equal to [the day after end of the date range in Query B].  
      4. Merge queries A and B with Query A as the primary, Query B as the secondary, and AND as the operator creating Query 1.  
      5. Merge queries 1 and C with Query 1 as the primary, Query C as the secondary, and AND as the operator creating Query 2.  
      6. Run a report such as the Gift Detail and Summary Report using Query 2. 
         
    Option 3: Run a query and the Constituent Giving History report:
     
    1. Create a Constituent query and filter on Gifts, Gift Date less than or equal to [the day before the beginning of the date range in which the constituent could not have given].  
    2. Create a Non-Contributors Report.  
    3. On the General tab:
       
      1. Select the query created in step 1.  
      2. In the Date to use field, select Gift Date.  
      3. In the Date field, select Specific range.  
      4. The Start and End fields appear. Enter the date range in which the constituent should not have given.  
      5. Mark Create output query. 
           

      Option 4:  Query using Summary Information filters:
       

       

      • Fill out the rest of the tabs with the appropriate information.  
      • Click Preview and name the output query.  
      • Create a Constituent Giving History Report.  
      • On the General tab:
        1. Select the query created in steps 4 through 6.  
        2. In the Date to use field, select Gift Date.  
        3. In the Date field, select Specific range.  
        4. The Start and End fields appear. Enter the date range in which the constituent should not have given. (In version 6, skip steps a and b. Enter the information in the Report Start Date and Report End Date fields.)
           
        5. Fill out the rest of the tabs with the appropriate information.  
        6. Click Print or Preview.
           
          1. Create a Constituent query.  
          2. On the Criteria tab, select:
            Summary Information* > Summary for Gift > Total Number of Gifts greater than 1
          3. On the Filters tab within Summary Information, select:


            Gift Information > Gift Date less than or equal to [the latest date the constituent could have given before lapsing]
            AND Gift Information > Gift Type one of [all types]
             

          4. Click OK
          5. On the Criteria tab, select:
            Summary Information*, Summary for Gift, Total Number of Gifts equals 0
             
          6. On the Filters tab within this Summary Information criteria, select:


            Gift Information, Gift Date between [range when the constituent should not have given]
            AND Gift Information, Gift Type one of [all types]


             
          7. Back on the Criteria tab, select:

            Summary Information*, Summary for Gift, Total Number of Gifts greater than or equal to 1
             
             

          8. On the Filters tab within this Summary Information criteria, select:


            Gift Information, Gift Date greater than or equal to [the earliest date the constituent began giving again]
            AND Gift Information, Gift Type one of [all types]

             

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