To find constituents who gave over a specific amount (total amount) to an appeal:

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

    Summary Information*, Summary For Gift, Total Amount of Gifts greater than [Amount]
     
  3. On the Filters tab within Summary Information, select: 
             Appeals, Appeal ID equals [Appeal]
 
            NOTE: If there are multiple appeals, use the 'one of' operator instead of 'equals'

 

* For more information on selecting and filtering Summary Information fields in query, refer to How to use Summary Information query filters (BB237530).


To find constituents who gave over a specific amount (total amount) to an appeal in a date range:
  1. Create a Constituent query.
  2. On the Criteria tab, select:

    Summary Information*, Summary For Gift, Total Amount of Gifts greater than [Amount]
     
  3. On the Filters tab within Summary Information, select: 
             Appeals, Appeal ID equals [Appeal]
             AND Gift Information > Gift Date between [date range]
 
            NOTE: If there are multiple appeals, use the 'one of' operator instead of 'equals'
 
* For more information on selecting and filtering Summary Information fields in query, refer to How to use Summary Information query filters (BB237530).

To find constituents who gave over a specific amount (total amount) for a specific gift type to an appeal:

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

    Summary Information*, Summary For Gift, Total Amount of Gifts greater than [Amount]
     
  3. On the Filters tab within Summary Information, select: 

             Appeals, Appeal ID equals [Appeal]
             AND Gift Information > Gift Type one of  [specific types]
 
            NOTE: If there are multiple appeals, use the 'one of' operator instead of 'equals'

 

* For more information on selecting and filtering Summary Information fields in query, refer to How to use Summary Information query filters (BB237530).

 

To find constituents who gave over a specific amount (total amount) OR gave to a specific appeal:

 
     
    • Create a new Constituent query 
    • On the Criteria tab, select:

      Summary Information, Summary For Gift, Total Amount of Gifts greater than or equal to [the amount]
      OR Appeal ID equals [the specific appeal]