For this example, we will find anyone that cumulatively gave $1000 or more in 2016

First, we'll find all donations from 2016:
  1. Click the Queries button on the menu bar
  2. Click Manage Queries
  3. Select a category that you want to store this query in (Ex: Base)
  4. Click New Query under the Tasks menu
  5. Name the query All 2016 Donations
  6. Set the Starting Query to Base: All Constituents - A
  7. Set the Data Return Type to Journal Entries
  8. Select Match all criteria under the criteria options
  9. Select Commonly Used Fields from the Browse Fields drop down menu and click on Journal Entry Date
  10. Fill in 1/1/2016-12/31/2016
  11. Select Commonly Used Fields from the Browse Fields drop down menu and click on Individual Transaction Received
  12. Fill in Greater Than Or Equal To .01
  13. Click Save And View Queries

Next, we'll find the donors that gave $1000+ in 2016. Notice how we use the first query as the Starting Query:
  1. Click New Query under the Tasks menu
  2. Name the query $1000+ Cumulative Donations From 2016
  3. Set the Starting Query to the category you built the first query in and set the query to All 2016 Donations - JE
  4. Set the Data Return Type to Journal Entries
  5. Select Match Each Criteria under the Criteria Matching field
  6. Select Cumulative Amounts from the Browse Fields drop down menu and click on Cumulative Received
  7. Fill in Greater Than Or Equal To 1000
  8. Click Save And - Preview

The query above will find donors that gave the cumulative amount in the desired time period. However, the query preview will (1) list each of their transactions separately due to the data return of Journal Entry (i.e if a donor gave four times, all four donations will be listed) and (2) the query preview will not list the actual cumulative total. For a de-duped list that shows the totals, we'll need to build a report:
  1. Navigate to Reports > Manage Reports (or if looking at the Query Preview, click on More Options button above the results > Run a Report)
  2. Locate the desired category and click New Report under its name
  3. Enter a name for the report
  4. Set Group by to Account
  5. In the second drop-down, select Collapse Groups
  6. Select No - treat each segment as a separate transaction
  7. Under Report Columns > Browse Fields > Commonly Used Fields > click on Account Name
  8. Still under Report Columns > Browse Fields > Commonly Used Fields > scroll down and click on Received
  9. In the list of selected fields, click on the three dots beside Received (or click Expand All below Received)
  10. Under the open details for Received, set the Aggregate to Sum
  11. Click Save and Run
  12. On the Report screen, set the Query to the second one created above ($1000+ Cumulative Donations From 2016 in the example)
  13. Scroll down to Delivery Options and select the desired options
  14. Click Submit to run