I'd like to search for donors who have given at least $100 in the last two years.
But I can't. I can search for donors. I can search for donations. But if I want to do a simple search for donors in a date range I have to export a donation search and do a pivot table in Excel? You've go to be kidding me. This seems like a basic, if not the most basic, of fundraising searches.
"Get me list of people who have donated generously this past year!"
Sorry, can't do it.
You should really fix this. It feels like a problem, not just a feature to come later.
completed
You can actually accomplish this using group rows, thanks to a special feature of donation filters described here. Here's how:
Step 1: Open up the filter builder in People, add a Total amount donated criteria, toggle the range selector from "is" to "is greater than or equal to", and then enter "100" into the empty amount field.
Step 2: Click Add group row, and select Donation date:
(Note: when adding a group row to a donation history criteria, you'll only be able to select from other donation history criteria. That's because each group row modifies the donation above it — it creates an "object search").
Step 3: Toggle the Donation date range selector from "is" to "is between", enter the desired 2-year date range, and then click Filter:
You'll notice that I turned up in the results, and as you can see that's because I donated $55 in 2018 and $50 in 2019:
Conversely, if you were to adjust that Donation Date range to start in 2019, my profile won't turn up in the results. Hope that helps!
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But, if you instead just click “Add criteria” below Criteria A, adding Criteria B as it’s own row in the filter, then it will work as you described it. You’ll get repeat donors who have a slice of their donation history that meets Criteria A, plus a slice of their donation history that meets Criteria B — but those slices may not meet both A and B.
(Note: when using group rows to create a donation history “object search”, you’re not restricted to the two criteria I used in this example; you’ll get similar behavior for any of the criteria available when you click “Add group row” on an initial donation filter row).
I just tested this myself and for us it does seem to work as Alex described: someone who donated $1,000 last month and $100 yesterday does not show up for “total donations” $1,000+ if a date range of yesterday is added as a group row.
However, I think it’s premature to call this “Completed”, even if it does work as Alex describes. It’s not intuitive; it’s a work-around that requires people to use form tools outside of their normal purpose.
“When you use the filter criteria “Membership is _” and “Membership status is _” in conjunction with one another, both all of the memberships of that type as well as all of the memberships of that status populate. This prevents users from being able to use the filter tool to pull up only members with a certain status for any given membership type.
The workaround is to use the “Membership types” page to export data with accurate numbers by status. However, users with custom permission sets may not have access to their nation’s Settings tab and are thus prevented from utilizing this workaround."
http://nationbuilder.com/susie/filter_to_search_donation_totals_per_donor_in_a_given_period
“Hi there! In my organisation, we need to contact donors who have given financially over a certain amount and I’d like to suggest creating a report that gives me donation totals in a calendar period, which would also include primary addresses. At the moment, I can only filter on individual transaction amount but I need a report that gives me the total donation amounts per donor, in a given period. And it must include primary addresses (for invitations to be sent to donors).”