First, pull all donations to the specific fund, campaign, or approach you need. In our example we will find donations to the General fund.
 
  1. Click Queries on the menu bar
  2. Select a category that you want to store this query in (Ex: Base)
  3. Click New Query under the Tasks menu
  4. Name the query All Donations To The General Fund
  5. For Starting Criteria, choose Category: Base Query: All Constituents- A
  6. Set the Data Return Type to Journal Entries
  7. Select All of My Criteria under MATCH
  8. Select Commonly Used Fields from the Available Fields drop down box
  9. Select Funds from the list of links
  10. Check the General Fund
  11. Select Individual Transaction Received from the list of links
  12. Choose Greater Than Or Equal To .01
  13. Click Save And Preview
 
Second, we can pull out all first donations from the set we just found.
 
  1. Click Queries on the menu bar
  2. Select a category that you want to store this query in (Ex: Base)
  3. Click New Query under the Tasks menu
  4. Name the query First Time Donations To The General Fund
  5. For Starting Criteria, choose Category: (Ex: Base) Query: All Donations To The General Fund - JE
  6. Set the Data Return Type to Journal Entries
  7. Select All of My Criteria under MATCH
  8. Select Journal from the Available Fields drop down box
  9. Select First/Last Journal Entry from the list of links
  10. Set the drop downs to “First” and “1”
  11. Click Save And - Preview