- Create a constituent query. On the Criteria tab, select:
Summary Information*, Summary for Gift, Total Amount greater than or equal to [the amount]. On the Filters tab, select:
Gift Information, Gift Date between [the fiscal year]
- Print a Gift Detail and Summary Report using the query created in step 1. On the General tab, mark the Create gift output query option and enter the dates for the fiscal year. On the Gift Types tab, select all of them.
- Click Print or Preview.
- In Query, open the output query created in step 2. On the Output tab, select:
- Constituent Information, Name
- Gift Information, Gift Amount
- Gift Information, Gift Date
- Gift Information, Gift Type