To create a new constituent query from an existing gift query:



    • Go to Reports and create a new Gift Detail and Summary Report.

    • Click Include Records, choosing Selected Records and selecting your gift query.

    • Mark the option in the lower left of the General tab to create an output query, choosing constituent.

    • Ensure that your options for date range, gift types, etc. do not exclude the constituents and gifts you want to include.

    • Preview the report to create your constituent output query of constituents with gifts in your gift query.



    To create a new gift query from an existing constituent query:



      • Go to Reports and create a new Gift Detail and Summary Report.

      • Click Include Records, choosing Selected Records and selecting your constituent query.

      • Mark the option in the lower left of the General tab to create an output query, choosing gift.

      • Ensure that your options for date range, gift types, etc. do not exclude the constituents and gifts you want to include.

      • Preview the report to create your gift output query.