1.     Create a Constituent query with the following parameters:

 

·          Criteria

(Constituency code equals Alumni

OR Constituency code does not equal Alumni)

AND (Summary Information > Summary for Gift > Total amount of gifts between your desired dollar amount range filtered on Gift date between your desired date range

OR Summary Information > Summary for Gift > Total amount of gifts between your desired dollar amount range filtered on Gift date between your desired date range)

 

**Please make careful note of the location of the two sets of parentheses.

 

·          Output

Name

Constituency Code

Gift date

Gift amount

 

2.     Save this query

 

3.     Create a Pivot Report

·          Browse to and Select the Query created above and click Generate Now

·          Place the Pivot Table Fields as follows:

Click on the Field list button if the window did not open automatically

Drag and drop Total Gift Amount in the Totals or Detail Fields Here box

Click the + next to Constituency Codes; drag and drop Constituency Code in the Filter Fields Here box

Click the + next to Gift Date Breakdown; drag and drop Quarter in the Column Fields Here box

Click the + next to Name; drag and drop Name in the Row Fields Here box

Close the Pivot Table Field List

 

Note: You may need to click the drop down arrow next to Quarter and select only your desired quarters or months

 

4.     Save this Pivot Report

 

By clicking the drop down arrow next to Constituency Codes, you can select only your Alumni Constituency code or select all BUT that code to narrow your display.