- Create a new constituent query.
- Filter on Summary Information > Total amount of gifts > greater than or equal to $1,000
AND Gift date equals Last Calendar year
AND Gift Type one of [all the types that you want to consider towards this $1000 minimum]
- Save this query.
- Go to Reports, Analytical Reports, and create a new LYBUNT report.
- Include the query created in steps 1-3.
- Populate the rest of the parameters in the report as needed.
- Click Preview.
Connect and collaborate with fellow Blackbaud users.