1. Create a new Constituent query

Example criteria:

Gifts > Gift Date between (date range)

2.  After reviewing the results of the query, be sure to save and name it

2. Include the query on the General tab of the Donor Category Report

If we want to see the category these constituents are in for their lifetime giving, include All Dates in the report.  Otherwise, we will want to specify the date range to see what category they are in for that time period.