Start your query: 
  1. Go to Analysis > Information Library 
  2. Click Add a new ad-hoc query 
  3. Select the source view of Constituents and click ok. 
Add fields to Include Records Where: 
  1. For Active Constituents, from the middle column drag Inactive to Include Records Where. Set this to be equal to No. Your field will appear like this: Inactive is equal to No. 
  2. We also recommend filtering on only Individuals and Organizations unless you mail to Households/Groups. To do this, drag Type from the middle column to Include Records Where. Set this to be one of Organization or Individual. Your field will appear like this: Type is one of Organization, Individual
  3. We also recommend only including those constituents with an address. In the left column, highlight the Address (Primary) node (Note: We recommend limiting to the primary to update the most constituents possible. If you are including all addresses or an address other than primary, you can also use the Addresses node from the left column). From the middle column, drag Address, City, State, and Zip code to Include Records Where. Set these filters to be Not Blank. Your results will appear like this: Address (Primary)\Address is not blank, Address (Primary)\City is not blank, Address (Primary)\State is not blank, Address (Primary)\Zip code is not blank. 
  4. Because AddressFinder only accepts US Addresses, we also recommend adding a field to only include constituents with a US Address. With Address (Primary) still highlighted in the left column, drag Country to Include Records Where and set this to be equal to United States. Your field will appear like this: Address (Primary)\Country is equal to United States.
Additional Options for Include Records Where: 
  1. If you'd like to only include constituents with Giving History, expand Revenue in the left column and highlight Application Details. From the middle column, drag Application from the middle column to Include Records Where. Set this to be equal to Donation. Your field will appear like this: Revenue\Application Details\Application is equal to Donation
  2. If you'd like to only include constituents with Gifts above a certain amount, with Revenue\Application Details still highlighted, add Amount to Include Records Where. Set this to be greater than or equal to the Amount you are looking for. Note: This will be the amount of a single gift. Your field will appear similar to this: Revenue\Application Details\Amount is greater than or equal to $20.00
  3. If you'd like to only include constituents with gifts during a certain date range, highlight Revenue where you previously expanded it and drag Date into Include Records Where. Set this to be on or after your threshold date or between certain dates. Your field will appear similar to this: Revenue\Date is on or after 1/1/2012
Preview and Save your Query: 
  1. Click the Preview Results Tab to make sure you have the appropriate number of records (you must have at least 150 and under 50,000).
  2. On the Set Save Options Tab, name your query and check the box to Create a selection. 
  3. Click Save. 
Download the instructions with screenshots here.