A great
To set this query up, you will need to be in the Transaction Database under the Donations filter.
The first filter you will want to add is the date filter to set the time frame the database will pull from
To set the filter to pull information within 2 years, click on the formula button and choose “Last X Days from the drop-down.
You will now be able to enter the number of days you want the database to pull from, 2 years would be 730 days.
Note: The drop-down does have relative date options to select out of the box, such as yesterday, last month, or year to date, however, if the date range is not listed, the Last X Days formula will allow you insert the range you are looking for, like 730 days (2 years).
The next selection you will add is the Contact ID, you will want to select
Note: you can group by contact name, however grouping by ID is more efficient
Next, add payment amount to the select field and set the formula to Sum
Click the filter button to add the selection to the filter
You will now be able to set the filter to only search the database for donations of a certain amount. For example, if you only want to see those who have donated $100.00 or more, you would select Greater Than or Equal to in the drop-down and enter $100.00 in the value
If you would like to see how many donations a contact has made, add the transaction ID and set the formula to Count
Now you will be able to click the Run button and the query will pull all contacts who have donated $100.00 or more in the last 730 days. Each contact ID will only be listed once and you will be able to see how many donations they have made.
