First, create a query for all constituents that have ever given to your organization:
  1. Click Queries in the menu bar
  2. Click on the category that you want to store this query in (ex. Base)
  3. Under the Tasks menu, click New Query
  4. Name the query (ex. All constituents that have ever given to our organization)
  5. Set the Starting Query to Base/All Constituents
  6. Set the Data Return Type to Accounts
  7. Under Criteria Matching, select Match each criteria. 
  8. Select Commonly Used Fields from the Available Fields drop down menu under Critiera and click on Individual Transaction Received
  9. Select Greater Than Or Equal To and fill in .01
  10. Under the Tasks menu, click Save And View Queries
After building the query, follow these steps to set up the report:
  1. Click Reports in the menu bar
  2. Click on the category that you want to store this report in (ex. System)
  3. Under the Tasks menu, click New Report
  4. Name the report (ex. Comparison Report for All Constituents)
  5. Under Group Report By leave it set to Do Not Group
  6. Under the Available Fields drop-down menu, select Sets and click on Name and Address
  7. Under the Available Fields drop-down menu, select Summary Fields and click on Year to Date Received Total
    • With your cursor, highlight the name of the column ("Year to Date Received Total") and type over it so it will read This Year
  8. Under the Available Fields drop-down menu, select Summary Fields and click on One Year Ago Received Amount
    • With your cursor, highlight the name of the column ("One Year Ago Received Amount") and type over it so it will read Last Year
  9. Under the Available Fields drop-down menu, select Summary Fields and click on Lifetime Received Total
  10. Arrange the columns into the order you wish them to appear from left to right by clicking and dragging the fields up and down in the list
  11. Under the Tasks menu, click Save and Run
  12. On the launch page, select the category and query for the one you built prior to this report
  13. Scroll to the bottom of the launch page until you get to the third section titled Delivery Options and select a Report Format
  14. Click Submit